Class Manager + QuickBooks Online

Create new QuickBooks Online customers from new Class Manager customer entries

Streamline your onboarding process with this workflow. Whenever a new customer is added in Class Manager, their details will be instantly added to QuickBooks Online to create a new customer profile. This automatic process eliminates manual data entry, ensuring your financial records are always up-to-date with precise customer data. Enjoy organized and efficient bookkeeping, leaving more time for customer engagement and growth strategies.

Streamline your onboarding process with this workflow. Whenever a new customer is added in Class Manager, their details will be instantly added to QuickBooks Online to create a new customer profile. This automatic process eliminates manual data entry, ensuring your financial records are always up-to-date with precise customer data. Enjoy organized and efficient bookkeeping, leaving more time for customer engagement and growth strategies.

  1. When this happens...
    Class ManagerClass Manager
    Customer Created

    Triggers when there's a new customer.

    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

  • Class Manager triggers, actions, and search

    Trial Lesson Booked

    Triggers when trial lesson is booked.

    Trigger
    Instant
    Try It
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About Class Manager

Manage your class based business with ease. All your data, marketing and finances in one place

Related categories

  • CRM (Customer Relationship 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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