Google Sheets

QuickBooks

Auto-Create Customer Profiles

Streamline customer onboarding effortlessly. Automate profile creation from comments. Focus more on interactions, less on admin.

When this happens...

New Comment (Instant)

Trigger new event each time a comment is added to a spreadsheet.

automatically do this!

Create Customer

Creates a customer.

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Explore Triggers and Actions

New Comment (Instant)

Trigger new event each time a comment is added to a spreadsheet.

New Row Added

Trigger new event each time a row or rows are added to the bottom of a spreadsheet.

New Row Added (Instant)

Trigger new event each time a row or rows are added to the bottom of a spreadsheet.

New Updates (Instant)

Trigger new event each time a row or cell is updated in a spreadsheet.

New Worksheet (Instant)

Trigger new event each time a new worksheet is created in a spreadsheet.

Create Purchase

Creates a new purchase.

Create Sales Receipt

Creates a sales receipt.

Delete Purchase

Delete a specific purchase.

Get Customer

Returns info about a customer.

Get Bill

Returns info about a bill.

Get Invoice

Returns info about an invoice.

Get My Company

Gets info about a company.

Get Payment

Returns info about a payment.

Get Purchase Order

Returns details about a purchase order.

About the apps

Learn more about

Google Sheets

and

QuickBooks

, and how they work together to automate your workflows.

About

Google Sheets

Google Sheets is a powerful online spreadsheet tool that enables real-time collaboration and secure sharing from any device, helping teams work smarter together.

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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

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Why

Google Sheets

+

QuickBooks

= Perfect Match

By integrating Google Sheets and QuickBooks, you can transform comments into actionable customer data without delay. Each comment added to your spreadsheet will automatically trigger the creation of a new customer profile in QuickBooks. This high-value automation not only reduces manual entry errors but also accelerates the onboarding process, allowing your team to engage with customers faster and more efficiently.