QuickBooks Online + UPilot + Filter by Zapier
Create QuickBooks Online Customers for Won Deals in UPilot
Keeping your books and contacts organized is a big job. If you're using QuickBooks Online to manage your invoicing, with the UPilot-Quickbooks Online integration you can automatically create Customers in QuickBooks when a deal is marked as Won in UPilot.
Keeping your books and contacts organized is a big job. If you're using QuickBooks Online to manage your invoicing, with the UPilot-Quickbooks Online integration you can automatically create Customers in QuickBooks when a deal is marked as Won in UPilot.
- When this happens...Updated Deal
Triggers when an existing deal is updated.
- automatically do this!Only continue if...
Set up rules to specify when this Zap can continue running.
- Free forever for core features
- 14 day trial for premium features & apps
About QuickBooks Online
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.
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AccountingAbout UPilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.