Create new QuickBooks Online customers when quotes are accepted in Quotient
When an accepted quote is recorded in Quotient, kick off this automation to promptly add a new customer to your QuickBooks Online account. This workflow offers a simple way for businesses to ensure their financials stay updated without manual intervention. Stay organized and save time in managing your accounts with this seamless operation.
When an accepted quote is recorded in Quotient, kick off this automation to promptly add a new customer to your QuickBooks Online account. This workflow offers a simple way for businesses to ensure their financials stay updated without manual intervention. Stay organized and save time in managing your accounts with this seamless operation.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Customer
Triggered when you add a new customer.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)