QuickBooks Online + RepCard
Create QuickBooks Online customers from updated statuses in RepCard
Ensure your client records are always up to date with this workflow. Whenever there's a status change in RepCard, it will instantly set up a new customer in QuickBooks Online. This efficient solution eliminates the need for manual data entry, saving your business valuable time and improving accuracy in your financial system.
Ensure your client records are always up to date with this workflow. Whenever there's a status change in RepCard, it will instantly set up a new customer in QuickBooks Online. This efficient solution eliminates the need for manual data entry, saving your business valuable time and improving accuracy in your financial system.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- automatically do this!Create Customer
Triggered when you add a new customer.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
