Ignition + QuickBooks Online

Create new QuickBooks Online customers from new Ignition service acceptances

Start streamlining your workflow with this tool: when a client accepts service within Ignition, it leads to the creation of a new customer in QuickBooks Online. It enhances efficiency and ensures that all your customer information in QuickBooks is updated in real-time. Make your financial management seamless and error-free with this easy to set up automation.

Start streamlining your workflow with this tool: when a client accepts service within Ignition, it leads to the creation of a new customer in QuickBooks Online. It enhances efficiency and ensures that all your customer information in QuickBooks is updated in real-time. Make your financial management seamless and error-free with this easy to set up automation.

  1. When this happens...
    IgnitionIgnition
    Service Accepted by Client

    Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

    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

  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals.

    Trigger
    Instant
    Try It
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ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn more

Related categories

  • Proposal & Invoice Management

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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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