Create QuickBooks invoice for new ClinchPad leads

First, we need to connect ClinchPad 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 ClinchPad to Zapier.

  Give Zapier access to your ClinchPad account, using ClinchPad 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 ClinchPad

  Choose the following trigger: New Lead (Triggers when a new lead is added.).

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  Then set up an Action for QuickBooks Online

  Choose this action: Create Invoice (Adds a new invoice (with line item support).).

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

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  Customize data flow

  Configure the data that is exchanged between ClinchPad 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 invoice for new ClinchPad leads!