Create customer and estimate in QuickBooks from Plumsail form submission
Create customer and estimate in QuickBooks from Plumsail form submission
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Create a customer and an estimate automatically from Plumsail Forms submission data. You can extend this scenario by adding other steps, such as sending the estimate to a lead or creating an invoice.
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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a journal entry.
Creates a payment.
Creates a purchase.
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