Create Quotient contacts from new QuickBooks Online estimates
Simplify your finance and sales management process with this effective workflow. Whenever a new estimate is generated in QuickBooks Online, a corresponding contact will be instantaneously created in your Quotient app. This seamless operation ensures unified record keeping across both platforms, minimizing manual data entry. It's a perfect solution for freelancers and small businesses striving for real-time, accurate financial data.
Simplify your finance and sales management process with this effective workflow. Whenever a new estimate is generated in QuickBooks Online, a corresponding contact will be instantaneously created in your Quotient app. This seamless operation ensures unified record keeping across both platforms, minimizing manual data entry. It's a perfect solution for freelancers and small businesses striving for real-time, accurate financial data.
- When this happens...New Estimate
Triggered when you add a new estimate.
- automatically do this!Create Contact
Creates a new Contact.
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