Update customers in QuickBooks Online when new records are added in Quickbase
Keep your Customer details updated effortlessly with this simplified automation. Whenever a new record is added into Quickbase, it simultaneously updates the customer details in your QuickBooks Online account. This workflow cuts down manual data entry, ensuring you have the most current information at all times. Simplify your work process for an efficient and error-free record keeping.
Keep your Customer details updated effortlessly with this simplified automation. Whenever a new record is added into Quickbase, it simultaneously updates the customer details in your QuickBooks Online account. This workflow cuts down manual data entry, ensuring you have the most current information at all times. Simplify your work process for an efficient and error-free record keeping.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Update Customer
Updates an existing customer.
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TableRequired
ApplicationRequired
TableRequired
Record IDRequired
ApplicationRequired
TableRequired
Criteria Match ConditionRequired
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Criteria Value
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Criteria Set 2: Operator
Criteria Set 2: Value
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ApplicationRequired
TableRequired
ApplicationRequired
TableRequired
Record IDRequired
ApplicationRequired
TableRequired
Criteria Match ConditionRequired
Criteria Field
Criteria Operator
Criteria Value
Criteria Set 2: Field
Criteria Set 2: Operator
Criteria Set 2: Value
Criteria Set 3: Field
Criteria Set 3: Operator
Criteria Set 3: Value
Criteria Set 4: Field
Criteria Set 4: Operator
Criteria Set 4: Value
Criteria Set 5: Field
Criteria Set 5: Operator
Criteria Set 5: Value
Sort Field
Sort Order
New Account
Triggered when you add a new account.
Try It