QuickBooks Online
When this happens...
QuickBooks OnlineNew Customer
Then do this...
TeamgateCreate Person (Deprecated)

Entering the same contact info more than once is a waste of your time—we'll make sure they're sent to every app you need them on. After you've configured this automation, it will trigger when when you add a new customer to QuickBooks, adding them as a contact on Teamgate as well so you always have their details on hand.

How this Teamgate-QuickBooks integration works

  1. A new customer in QuickBooks
  2. Zapier automatically adds a new contact in Teamgate

Apps involved

  • Teamgate
  • QuickBooks

Why Zapier?

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It's easy to connect QuickBooks Online + Teamgate and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Payment

Triggered when a payment is received (with line item support).

Create Customer

Adds a new customer.

New Vendor

Triggered when a new vendor is added.

Create Sales Receipt

Adds a new sales receipt (with line item support).

New Estimate

Triggered when you add a new estimate.

Create Invoice

Adds a new invoice (with line item support).

New Customer

Triggered when you add a new customer.

Create Company

Creates a new company.

New Account

Triggered when you add a new account.

Create Person

Creates a new person.

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QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Learn More

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

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