QuickBooks Online + vcita

Create QuickBooks Online customers from new vcita clients

Improve your onboarding process by seamlessly connecting Vcita and QuickBooks Online in a single workflow. Every time a new client is added in Vcita, this automation creates a customer instantly in QuickBooks Online. This streamlines your client management, saving you time and reducing the risk of manual entry errors. Plus, you can assure a smooth transition for your new clients towards your products or services.

Improve your onboarding process by seamlessly connecting Vcita and QuickBooks Online in a single workflow. Every time a new client is added in Vcita, this automation creates a customer instantly in QuickBooks Online. This streamlines your client management, saving you time and reducing the risk of manual entry errors. Plus, you can assure a smooth transition for your new clients towards your products or services.

  1. When this happens...
    vcitavcita
    New Client

    Triggers when new client is created.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

    • Address

    • Email Address

    • First NameRequired

    • Last Name

    • Phone Number

    • Source campaign

    • Source channel

    • Source name

    • Source Url

    • Staff ID

    • Status

    • Tags

    Action
    Write
    • Client IDRequired

    • Title

    • Message TextRequired

    • Message DirectionRequired

    • Communication Channel

    • Staff ID

    Action
    Write
quickbooks logo
quickbooks logo

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.

Related categories

  • Accounting

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vcita logo
vcita logo

About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier