PEP Cloud + QuickBooks Online

Create new QuickBooks Online customers from PEP Cloud client creations

Effortlessly manage your client information by connecting PEP Cloud with QuickBooks Online. When a new client is created in PEP Cloud, this workflow will add them as a customer in QuickBooks Online, ensuring your customer data is always up-to-date. Save time and maintain accurate records with this seamless automation.

Effortlessly manage your client information by connecting PEP Cloud with QuickBooks Online. When a new client is created in PEP Cloud, this workflow will add them as a customer in QuickBooks Online, ensuring your customer data is always up-to-date. Save time and maintain accurate records with this seamless automation.

  1. When this happens...
    PEP CloudPEP Cloud
    Client Created

    Triggers when a new client is created.

    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

What does this mean?
  • PEP Cloud triggers, actions, and search

    Client Created

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • PEP Cloud triggers, actions, and search

    eBid Lost

    Triggers when an eBid is lost.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company Name

    • Address1

    • Address2

    • City

    • State

    • Zipcode

    • Country

    • Phone

    • Fax

    • Cell

    • Email

    • Lead?

    • Lead Source

    • Color Dot Color

    Action
    Write
  • QuickBooks Online triggers, actions, and search

    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • PEP Cloud triggers, actions, and search

    eBid Created

    Triggers when an eBid is created.

    Trigger
    Instant
    Try It
  • PEP Cloud triggers, actions, and search

    eBid Won

    Triggers when an eBid is won.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It
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pep-cloud logo

About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
Help

Related categories

  • Project Management
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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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