QuickBooks Online + Trackfront
Create QuickBooks Online invoices for new estimate status changes in Trackfront
This template can be used to connect a Trackfront estimate sign-off into a Quickbooks Online invoice. Optionally, you can set up a filter, so this template only runs for certain Trackfront estimate statuses.
This template can be used to connect a Trackfront estimate sign-off into a Quickbooks Online invoice. Optionally, you can set up a filter, so this template only runs for certain Trackfront estimate statuses.
- When this happens...Estimate Status Change
Triggers when an estimate status changes in Trackfront.
- automatically do this!Create Invoice
Adds a new invoice (with line item support).
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Contact Create
Triggers when a new contact is created in Trackfront.
Try ItEstimate Status Change
Triggers when an estimate status changes in Trackfront.
Try ItProject Create
Triggers when a new project is created in Trackfront.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Phone
Phone Extension
Title
Organization
Create as new Organization (if not found)
Estimate Save
Triggers when an estimate is saved in Trackfront.
Try ItOrganization Create
Triggers when a Trackfront Organization is created in your account.
Try ItProject Message
Triggers when a new message is posted to a project in Trackfront.
Try ItNameRequired
Address Street 1
Address Street 2
Address City
Address State
Address Postal Code
Address Country
