EZLynx + QuickBooks Online

Create customers in QuickBooks Online from new EZLynx commercial applicants

Keep your ledger up to date! This integration will create a customer in QuickBooks Online when a new commercial applicant is created in EZLynx, so you can avoid double-entry when it's time to invoice.

Keep your ledger up to date! This integration will create a customer in QuickBooks Online when a new commercial applicant is created in EZLynx, so you can avoid double-entry when it's time to invoice.

  1. When this happens...
    EZLynxEZLynx
    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    TriggerInstant
  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

  • EZLynx triggers, actions, and search

    New Applicant

    Triggers when a new applicant is added.

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

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

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

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

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

    New Document

    Triggers when a new document is added.

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

    Modified Applicant

    Triggers when an applicant is modified.

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

    Modified Commercial Applicant

    Triggers when a commercial applicant is modified.

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

    Modified Commercial Prospect

    Triggers when a commercial prospect is modified.

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

    Modified Document

    Triggers when a document is modified.

    Trigger
    Instant
    Try It
ezlynx logo
ezlynx logo

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
quickbooks logo
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.
Learn more

Related categories

  • Accounting

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