QuickBooks Online + Stax

Create new QuickBooks Online customers for each newly added Stax customer

When a new customer joins through the Stax app, you will want to keep your accounting records up to date. This workflow bridges the gap by creating a new customer profile in QuickBooks Online as soon as they register in Stax. Swiftly maintain your financial records and enhance customer relationship management with this streamlined process. Say goodbye to manual data entry and make your sales and accounting teams more efficient.

When a new customer joins through the Stax app, you will want to keep your accounting records up to date. This workflow bridges the gap by creating a new customer profile in QuickBooks Online as soon as they register in Stax. Swiftly maintain your financial records and enhance customer relationship management with this streamlined process. Say goodbye to manual data entry and make your sales and accounting teams more efficient.

  1. When this happens...
    StaxStax
    TriggerPolling
  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

  • Stax triggers, actions, and search

    New Catalog Item

    Triggers when a new catalog item is created.

    Trigger
    Instant
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  • Stax triggers, actions, and search

    New Payment

    Triggers when a new payment (transaction) is posted to your account.

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

    Deleted Scheduled Invoice

    Triggers when a scheduled invoice has been deleted.

    Trigger
    Instant
    Try It
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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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stax logo
stax logo

About Stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.
Learn more

Related categories

  • Payment Processing