QuickBooks Online + Qwilr

Create new Qwilr projects from new QuickBooks Online customers

When a new customer is added to your QuickBooks Online database, this workflow will instantly initiate the creation of a new project in the Qwilr app. It's a seamless way to ensure that your project pipeline directly reflects your growing customer base. Save your valuable time with this automation, and keep your focus where it belongs - on serving your customers.

When a new customer is added to your QuickBooks Online database, this workflow will instantly initiate the creation of a new project in the Qwilr app. It's a seamless way to ensure that your project pipeline directly reflects your growing customer base. Save your valuable time with this automation, and keep your focus where it belongs - on serving your customers.

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

    Triggers when you add a new customer.

    TriggerInstant
  2. automatically do this!
    QwilrQwilr
    Create Project

    Creates a new project.

    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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qwilr logo

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Related categories

  • Proposal & Invoice Management

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