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QuickBooks
ActiveTrail

Add new QuickBooks customers to ActiveTrail as contacts

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Every time a new customer is created in QuickBooks, Make will automatically add that customer to ActiveTrail as a new contact.

Categories
Marketing Automation & Sales Funnels
Email Marketing
Landing Pages
SMS & Phone

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Google Sheets
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Create new contacts in Endorsal from new rows in Google Sheets

This template periodically checks for new rows in a Google Sheets spreadsheet and uploads the new rows as new contacts into Endorsal.

The template is using this sample Google Sheets spreadsheet - you can make a copy of it if you'd like to.

The template is scheduled to run daily at 8:00 am. You can change the schedule after you set up the template.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

ActiveTrail
Add a member to a group

Update a member or create a new member in a group and send a campaign if provided.

Action
QuickBooks
Create a Bill

Creates a bill.

Action
QuickBooks
Create a Credit Card Payment

Creates a credit card payment.

Action
QuickBooks
Create a Credit Memo

Creates a credit memo.

Action
QuickBooks
Create a Customer

Creates a customer.

Action
QuickBooks
Create a Deposit

Creates a deposit.

Action
QuickBooks
Create a Journal Entry

Creates a journal entry.

Action
QuickBooks
Create a Payment

Creates a payment.

Action
QuickBooks
Create a Purchase

Creates a purchase.

Action

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