QuickBooks Online + Route the Service Platform

Create clients in Route from new customers in QuickBooks Online

This integration triggers when a new customer is created in your QuickBooks account. The account will be automatically added to Route as a client with all relevant data, saving your team time double entering this information.

This integration triggers when a new customer is created in your QuickBooks account. The account will be automatically added to Route as a client with all relevant data, saving your team time double entering this information.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggers when you add a new customer.

    TriggerInstant
  2. automatically do this!
    Route the Service PlatformRoute the Service Platform
    Create Client

    Creates a client.

    ActionWrite
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Supported triggers and actions

  • 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 Bill

    Triggers when a new bill is added.

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

    Estimate Emailed

    Triggers when an estimate is emailed.

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

    New Expense

    Triggers when a new expense is added.

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

    New Bank Transaction

    Triggers when a new bank transaction is created.

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

    New Customer

    Triggers when you add a new customer.

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

    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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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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route-the-service-platform logo
route-the-service-platform logo

About Route the Service Platform

Walkthrough, bidding and proposal software for commercial cleaning companies.

Related categories

  • Proposal & Invoice Management