Keeping in touch across teams can sometimes be difficult. Zapier allows you to update referrals in Referral Rock whenever payments are received in QuickBooks Online to keep your finance and marketing teams in sync.
How this QuickBooks Online-Referral Rock integration works
- A payment is received in QuickBooks Online
- Zapier updates a referral in Referral Rock
- QuickBooks Online
- Referral Rock
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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.
Adds a new referral from a member.
Triggered when you add a new account.
Add a new member to a referral program.