Create QuickBooks invoices for new Spotler CRM opportunities
This integration looks for Opportunities in your CRM with a status of "Invoice" and automatically generates an invoice in your Quickbooks Online accounting system with multiple line items. You no longer need to take multiple, manual steps -- let Zapier automate the work for you! For more details on implementation check the Really Simple Systems Support Hub at https://support.reallysimplesystems.com/zapier-integration/
This integration looks for Opportunities in your CRM with a status of "Invoice" and automatically generates an invoice in your Quickbooks Online accounting system with multiple line items. You no longer need to take multiple, manual steps -- let Zapier automate the work for you! For more details on implementation check the Really Simple Systems Support Hub at https://support.reallysimplesystems.com/zapier-integration/
- When this happens...New/Updated Opportunity
Triggers on a new or updated opportunity.
- automatically do this...Find Account
Finds an account within your CRM.
- then do this...Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
- then do this!Create Invoice
Adds a new invoice (with line item support).
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