QuickBooks Online + Streak

Create new Streak boxes for every new QuickBooks Online estimate

Streamline your project management process with this efficient workflow. When a new estimate is created in QuickBooks Online, a corresponding box is instantly started in Streak. This automation reduces manual data entry, keeping your project pipeline up-to-date and enabling you to focus more on strategic planning and less on administrative tasks.

Streamline your project management process with this efficient workflow. When a new estimate is created in QuickBooks Online, a corresponding box is instantly started in Streak. This automation reduces manual data entry, keeping your project pipeline up-to-date and enabling you to focus more on strategic planning and less on administrative tasks.

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

    Triggers when you add a new estimate.

    TriggerInstant
  2. automatically do this!
    StreakStreak
    Create New Box

    Create a new box.

    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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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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streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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