Update QuickBooks Online customers for new appointments in CatchApp Bookings

First, we need to connect CatchApp Bookings 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 CatchApp Bookings to Zapier.

  Give Zapier access to your CatchApp Bookings account, using CatchApp Bookings 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 CatchApp Bookings

  Choose the following trigger: New Accepted Appointment (Triggers when a person books a time with you).

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  Then set up an Action for QuickBooks Online

  Choose this action: Update Customer (Updates an existing 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 CatchApp Bookings 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 Update QuickBooks Online customers for new appointments in CatchApp Bookings!