Fresh Proposals + QuickBooks Online

Create QuickBooks Online customers from newly won proposals in Fresh Proposals

Fresh Proposals and Quickbooks combined can streamline the account receivable process for you. Send new proposals with your leads, and then add their contact details to QuickBooks for accounting purpose, so whenever you win a deal with this integration, you can automate it. Automatically create customers from won proposals created in Fresh Proposals so you never have to copy and paste data again.

Fresh Proposals and Quickbooks combined can streamline the account receivable process for you. Send new proposals with your leads, and then add their contact details to QuickBooks for accounting purpose, so whenever you win a deal with this integration, you can automate it. Automatically create customers from won proposals created in Fresh Proposals so you never have to copy and paste data again.

  1. When this happens...
    Fresh ProposalsFresh Proposals
    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    ActionWrite
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Supported triggers and actions

  • Fresh Proposals triggers, actions, and search

    Company Contact Added

    trigger when new contact added/updated in freshproposals

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search

    Proposal Accepted

    Triggers when a proposal is accepted by client .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent by a team member .

    Trigger
    Instant
    Try It
    • Template IdRequired

    • Proposal NameRequired

    • DueDateRequired

    • Client NameRequired

    • Contact EmailRequired

    Action
    Write
fresh-proposals logo
fresh-proposals logo

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

Related categories

  • Proposal & Invoice Management
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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