Jetpack Workflow + Proposify + QuickBooks Online Integrations

How to connect Jetpack Workflow + Proposify + QuickBooks Online

Zapier lets you send info between Jetpack Workflow and Proposify and QuickBooks Online automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Jetpack Workflow + Proposify + QuickBooks Online

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jetpack Workflow, Proposify, and QuickBooks Online. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Jetpack Workflow triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Template

    • Job Name

    • Client ID

    • Job Manager

    • Description

    • Due

    Action
    Write
    • Client IDRequired

    • Company Name

    • First Name

    • Last Name

    • Email Address

    • Description

    • Phone

    • Street Address

    • City

    • State/Province/Region

    • Zip/Postal Code

    • Website

    • Tags

    • QuickBooks ID

    Action
    Write
    • Search QueryRequired

    • Company Name

    • First Name

    • Last Name

    • Email Address

    • Description

    • Phone

    • Street Address

    • City

    • State/Province/Region

    • Zip/Postal Code

    • Website

    • Tags

    • QuickBooks ID

    Action
    Search or write
  • Jetpack Workflow triggers, actions, and search

    Updated Client

    Triggers when a client has been updated.

    Trigger
    Instant
    Try It
    • Company Name

    • First Name

    • Last Name

    • Email Address

    • Description

    • Phone

    • Street Address

    • City

    • State/Province/Region

    • Zip/Postal Code

    • Website

    • Tags

    • QuickBooks ID

    Action
    Write
    • Search QueryRequired

    Action
    Search
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It

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How Jetpack Workflow + Proposify + QuickBooks Online Integrations Work

  1. Step 1: Authenticate Jetpack Workflow, Proposify, and QuickBooks Online.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
jetpack-workflow logo
jetpack-workflow logo

About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

Related categories

  • Project Management
proposify logo
proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn more

Related categories

  • Proposal & Invoice Management
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 moreHelp

Related categories

  • Accounting

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