QuickBooks Online + Proposify Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect QuickBooks Online and Proposify, with as many as 176 possible integrations. Are you ready to find your productivity superpowers?
Create new QuickBooks Online customers from newly won Proposify proposals
Together Proposify and Quickbooks create a proposal dream team for your company. You can share new proposals with your leads, and then add their contact details to QuickBooks for accounting when you win a deal. With this Zapier integration, you can automate it. Zapier can automatically create customers from won proposals created in Proposify so you never have to copy and paste data again.
Note: This Zapier integration doesn't import already created Proposify proposals into QuickBooks Online, only new proposals after you've set it up.
How this Proposify-QuickBooks Online integration works
- A new proposal is won in Proposify
- Zapier automatically creates a customer for you in QuickBooks Online.
- QuickBooks Online
It's easy to connect QuickBooks Online + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a payment is received (with line item support).
Adds a new customer.
Triggered when a new vendor is added.
Adds a new sales receipt (with line item support).
Triggered when you add a new estimate.
Adds a new invoice (with line item support).
Triggered when you add a new customer.
Creates a new client.
Triggered when you add a new account.
Creates a new proposal.
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