QuickBooks Online + White Swan + Filter by Zapier
Create sales receipts in QuickBooks Online for new paid compensation events in White Swan
Keeping your accounting up-to-date with your earnings from White Swan is important, but can be time consuming. With this template, you can automatically add earnings to QuickBooks Online as they are paid to you from White Swan. Whenever you have a new earnings event for paid compensation, this template finds or creates the correct customer to attach the payment to in QuickBooks, and finally creates a sales receipt.
Keeping your accounting up-to-date with your earnings from White Swan is important, but can be time consuming. With this template, you can automatically add earnings to QuickBooks Online as they are paid to you from White Swan. Whenever you have a new earnings event for paid compensation, this template finds or creates the correct customer to attach the payment to in QuickBooks, and finally creates a sales receipt.
- When this happens...New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Sales Receipt
Triggered when a new sales receipt is added (with line item support).
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Triggers when one of your referred clients submits a change request for a personal plan they've received.
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Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
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Triggers when one of your clients receive a personal plan.
Try ItNew Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
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New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
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Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
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Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try ItNew Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try It
