Create QuickBooks Online customers from new SimplyBook.me clients
Save time and streamline your client onboarding process with this efficient workflow. When you add a new client in SimplyBook.me, it will automatically create a customer in QuickBooks Online, ensuring that their information is consistent and up-to-date across both platforms. No need to manually enter data in multiple places - this automation takes care of it for you, leaving you more time to focus on your growing client list.
Save time and streamline your client onboarding process with this efficient workflow. When you add a new client in SimplyBook.me, it will automatically create a customer in QuickBooks Online, ensuring that their information is consistent and up-to-date across both platforms. No need to manually enter data in multiple places - this automation takes care of it for you, leaving you more time to focus on your growing client list.
- When this happens...New Client
Triggers when new client created.
- automatically do this!Create Customer
Triggered when you add a new customer.
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