Copper Beta

QuickBooks Online Beta


Integrate Copper with QuickBooks Online
when a lead is created in copper, adds a new customer in QuickBooks Online.




What is Copper?

Copper is a new kind of productivity crm that's designed to do all your busywork, so you can focus on building long-lasting business relationships

What is QuickBooks Online?

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications



How to set the workflow up

  • Select Copper as your trigger app and select an event
  • Select QuickBooks Online as your action app and select an event
  • Map the fields from Copper to QuickBooks Online by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Lead is created in Copper, adds a new customer in QuickBooks Online.

Coming soon

  

When a Lead is created in Copper, adds a new invoice (with line item support) in QuickBooks Online.

Coming soon

  

When a Lead is created in Copper, adds a new sales receipt (with line item support) in QuickBooks Online.

Coming soon

  

When a Lead is created in Copper, find a customer by name or email address Optionally, create one if none are found. in QuickBooks Online.

Coming soon