QuickBooks Online + RepCard

Create QuickBooks Online customers from updated statuses in RepCard

Ensure your client records are always up to date with this workflow. Whenever there's a status change in RepCard, it will instantly set up a new customer in QuickBooks Online. This efficient solution eliminates the need for manual data entry, saving your business valuable time and improving accuracy in your financial system.

Ensure your client records are always up to date with this workflow. Whenever there's a status change in RepCard, it will instantly set up a new customer in QuickBooks Online. This efficient solution eliminates the need for manual data entry, saving your business valuable time and improving accuracy in your financial system.

  1. When this happens...
    RepCardRepCard
    Status Changed

    Triggers when a status is changed for a contact.

    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

  • RepCard triggers, actions, and search

    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event belowRequired

    Trigger
    Instant
    Try It
    • StatRequired

    • Date TimeRequired

    • Owner TypeRequired

    • Stat OwnerRequired

    • Stat UIDRequired

    • Stat ValueRequired

    Action
    Write
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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repcard logo
repcard logo

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
Learn more

Related categories

  • Sales & CRM