Pipeline + QuickBooks Online
Find or create customers in QuickBooks Online for new Pipeline asks
After a Pipeline Ask is completed, you'll need to add the customer to your bookkeeping system for invoicing. Instead of manually adding the data, use this Zapier integration to save time and effort. Once active, it automatically takes the data from Pipeline to find or create a customer in QuickBooks Online.
After a Pipeline Ask is completed, you'll need to add the customer to your bookkeeping system for invoicing. Instead of manually adding the data, use this Zapier integration to save time and effort. Once active, it automatically takes the data from Pipeline to find or create a customer in QuickBooks Online.
- When this happens!New Ask
Triggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.
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FlowRequired
StatusRequired
Submitter
Keywords
Try ItIDRequired
New Step NameRequired
New Step OrderRequired
Instructions
Assign to Email
Assign to Team
IDRequired
BundleRequired
IDRequired
EmailRequired
FlowRequired
StatusRequired
Submitter
Current Step Owner
Keywords
Try ItBundleRequired
OverviewRequired
Owner Email
Owner Team
Step IDRequired
File UrlRequired
File Name
Ask IDRequired
NoteRequired
Step ID
