1.Detect proposal accepted
Integrate DripJobs and proposal data capture to trigger downstream customer and job logging steps for accepted proposals.
Create bookkeeping customer and log booked jobs to sheets
Automatically monitor proposal accepted events across DripJobs and accounting workflows. Create and update when proposal accepted, proposal confirmed, or bookings approvedβso you can create customers, append booked-job rows, and update month-end totals without manual data entry.
How this automation logs booked jobs to protect month-end billing
When proposal accepted events land in your pipeline, billing details can scatter and delay month-end close. This automation captures accepted proposals, finds or creates customers in QuickBooks Online, and appends job rows in Google Sheetsβso your team can bill faster with fewer errors.
DripJobsor swap with your favorite app
2.Find or create customer
Integrate QuickBooks Online and customer lookup tools to match by email and create missing customers for billing.
QuickBooks Onlineor swap with your favorite app
3.Append operations worksheet row
Integrate Google Sheets and operations reporting to add a booked-job row with customer name and job amount.
Google Sheetsor swap with your favorite app
4.Append month-end reporting row
Integrate Google Sheets and month-end reporting to add an acceptance timestamp, customer name, and job amount.
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Step 1
Connect your tools
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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