Create or update SegMetrics orders when new payments are processed in QuickBooks Online
Streamline your financial records by integrating QuickBooks Online and SegMetrics. With this workflow, each new payment recorded in QuickBooks Online will instantly add or update an order in SegMetrics. This ensures data consistency between your accounting and marketing reports, saving you time and reducing potential errors. This seamless connection between your apps allows you to focus more on customer satisfaction and business growth.
Streamline your financial records by integrating QuickBooks Online and SegMetrics. With this workflow, each new payment recorded in QuickBooks Online will instantly add or update an order in SegMetrics. This ensures data consistency between your accounting and marketing reports, saving you time and reducing potential errors. This seamless connection between your apps allows you to focus more on customer satisfaction and business growth.
- When this happens...New Payment
Triggered when a payment is received (with line item support).
- automatically do this!Add or Update an Order
Add an invoice or purchase for an existing contact.
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