QuickBooks Online Beta

Copper Beta


Integrate QuickBooks Online with Copper
triggered when you add a new invoice (with line item support) in quickbooks online , creates a new Lead in Copper.




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

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



How to set the workflow up

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

Some integrations

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , creates a new Lead in Copper.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , creates or Updates a Lead depending on the match criteria in Copper.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , creates a new Person or, optionally, updates an existing Person See the in Copper.

Coming soon