Create Jobber clients from new QuickBooks Online customers
Streamline your customer onboarding process with this workflow. When a new customer is added in QuickBooks Online, their details are automatically utilized to create a new client in Jobber. This smooth process saves you time, reduces errors, and allows you to deliver a seamless and professional start to your customer relationship. Enhance your efficiency and let this workflow take care of your customer intake process.
Streamline your customer onboarding process with this workflow. When a new customer is added in QuickBooks Online, their details are automatically utilized to create a new client in Jobber. This smooth process saves you time, reduces errors, and allows you to deliver a seamless and professional start to your customer relationship. Enhance your efficiency and let this workflow take care of your customer intake process.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Create Client
Creates a new client.
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