Create QuickBooks customers for accepted or declined Bidsketch proposals

First, we need to connect Bidsketch and QuickBooks Online to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Bidsketch to Zapier.

  Give Zapier access to your Bidsketch account, using Bidsketch credentials.

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  Connect QuickBooks Online to Zapier.

  Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Bidsketch

  Choose the following trigger: Proposal Accepted or Declined (Triggers when a proposal is either accepted or declined).

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  Then set up an Action for QuickBooks Online

  Choose this action: Create Customer (Adds a new customer.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Bidsketch and QuickBooks Online.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create QuickBooks customers for accepted or declined Bidsketch proposals!