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Send Evalumo estimate to customer using Quickbooks

“Anytime a project is exported in Evalumo, find or create customer in QuickBooks Online, create the estimate in QuickBooks Online, and send the created estimate to the customer by email.”

Louis-Philippe Tremblaycreated by Louis-Philippe Tremblay
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 6 steps …

  • Step 1 - Trigger

    Anytime a new exported project is created in Evalumo

  • Step 2 - Action

    Find or create customer in QuickBooks Online

  • Step 3 - Action

    Create estimate in QuickBooks Online

  • Step 4 - Action

    Attach file(s) or note in QuickBooks Online

  • Step 5 - Action

    Send estimate in QuickBooks Online

  • Step 6 - Action

    Change project category in Evalumo

    • 3 minutes to set up
    • Get back 1.2 hrs /week
    • Be the first to try this zap

    This Zap uses the following 2 apps

    • Evalumo logo
    • QuickBooks Online logo

    Evalumo + QuickBooks Online

    Check out all the other ways you can connect Evalumo and QuickBooks Online.
    Learn More