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Zapier - New Client in QuickBooks Online Generate New Client in JPWF
Zapier - New Client in QuickBooks Online Generate New Client in JPWF
Beatty W avatar
Written by Beatty W
Updated over 2 years ago

Instead of using the QuickBooks client refresh in Jetpack to bring over new clients from QuickBooks Online, you can use this Zap to automatically create a client in Jetpack when you create them in QuickBooks.

Select the "New Customer in QuickBooks Online" trigger event

Then select the "Create Client in Jetpack Workflow" action

IF the email field in QuickBooks contains multiple email addresses, you can use the "Formatter by Zapier" to split the field and use the first email as primary to create your new client in Jetpack.

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