Cone + QuickBooks Online

Convert new Cone clients into customers on QuickBooks Online

When a new client is registered in the Cone app, this automation creates a corresponding customer profile in QuickBooks Online. This seamless exchange of data between Cone and QuickBooks Online eliminates the need to manually transfer information, ensuring your records stay current and consistent. Benefit from a time-efficient workflow that enhances your business process management.

When a new client is registered in the Cone app, this automation creates a corresponding customer profile in QuickBooks Online. This seamless exchange of data between Cone and QuickBooks Online eliminates the need to manually transfer information, ensuring your records stay current and consistent. Benefit from a time-efficient workflow that enhances your business process management.

  1. When this happens...
    ConeCone
    Client Converted to Customer

    Triggers when a prospect is converted to 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

  • Cone triggers, actions, and search

    Client Request Created

    Triggers when a client request is created

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

    Invoice Created

    Triggers when invoice is created as draft.

    Trigger
    Instant
    Try It
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cone logo

About Cone

Cone Unified Proposals and Practice Management Software

Related categories

  • Accounting
quickbooks logo
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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