Receive new client details from email, create customer, and add service in QuickBooks Online

Capture new client details from incoming emails, format the data, and create a customer and their service rate in QuickBooks Online. Enjoy faster onboarding and accurate accounting with every new client.

Receive new client details from email, create customer, and add service in QuickBooks Online

Workflow preview:

Zap details:

Overview

Capture new client details from incoming emails, format the data, and create a customer and their service rate in QuickBooks Online. Enjoy faster onboarding and accurate accounting with every new client.

Receive new client details from email, create customer, and add service in QuickBooks Online