Create a QuickBooks invoice from a completed PandaDoc document
Create a QuickBooks invoice from a completed PandaDoc document
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Create a new QuickBooks invoice (and a customer if it doesn't already exist) from a completed PandaDoc document.
PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.
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.
Creates a bill.
Creates a new contact.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a new document.
Creates a journal entry.
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