Nutshell + QuickBooks Online

Create leads in Nutshell from new invoices in QuickBooks Online

This workflow springs into action when a new invoice is generated in QuickBooks Online, instantly creating a new lead in Nutshell. No longer will you have to manually enter data from QuickBooks into Nutshell, saving you valuable time and reducing the risk of errors. This streamlined process ensures that you have all the necessary information at your fingertips in Nutshell as soon as a new invoice is issued in QuickBooks. A seamless solution for sales and accounting teams to maximize efficiency.

This workflow springs into action when a new invoice is generated in QuickBooks Online, instantly creating a new lead in Nutshell. No longer will you have to manually enter data from QuickBooks into Nutshell, saving you valuable time and reducing the risk of errors. This streamlined process ensures that you have all the necessary information at your fingertips in Nutshell as soon as a new invoice is issued in QuickBooks. A seamless solution for sales and accounting teams to maximize efficiency.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggers when you add a new invoice.

    TriggerInstant
  2. automatically do this!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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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