QuickBooks Online Beta

LionDesk Beta


Integrate QuickBooks Online with LionDesk
triggered when you add a new invoice (with line item support) in quickbooks online , adds email activity based on the email address (only if email address is found) in LionDesk.




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 LionDesk?

LionDesk is a complete Real Estate CRM and Sales & Marketing platform to help manage your clients from new lead, through the sale, and beyond.



How to set the workflow up

  • Select QuickBooks Online as your trigger app and select an event
  • Select LionDesk as your action app and select an event
  • Map the fields from QuickBooks Online to LionDesk 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 , adds email activity based on the email address (only if email address is found) in LionDesk.

Coming soon

  

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

Coming soon