QuickBooks Online + Revamp CRM
Create QuickBooks Online estimates when Revamp CRM deals reach certain stages
The sooner you get those estimates in your customers' hands, the faster you can get them approved. Let this automation do the work once you're ready for it: Once active, it will trigger whenever a new deal is added to the appropriate stage on Revamp CRM, sending the details to QuickBooks Online and preparing an estimate for the matching customer so you don't have to.
The sooner you get those estimates in your customers' hands, the faster you can get them approved. Let this automation do the work once you're ready for it: Once active, it will trigger whenever a new deal is added to the appropriate stage on Revamp CRM, sending the details to QuickBooks Online and preparing an estimate for the matching customer so you don't have to.
- When this happens...Deal Matching Filter
Triggers when matching deals with this criteria.
- automatically do this!Create Estimate
Triggered when you add a new estimate.
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Email
Phone Number
Tags
Order Id
Keyword
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
Organization
Title
Primary Phone
Primary Email
Secondary Phone
Secondary Email
Skype
Website
Twitter
Linkedin
Address 1
Address 2
City
Postal Code
Country
Description
Birth Date
Gender
Tags
Score
