Want to automatically invoice new customers when you seal the deal? Put together a Zap in a few easy steps to integrate Nutshell with your QuickBooks Online account to take the busy work out of selling.
What does the integration do?
- Bill or invoice customers automatically upon winning a lead in Nutshell
- Keep customers in sync by automatically creating their records in both applications
- ...and more! Check out this page for a full list of options
Are there any requirements to set up the integration?
How do I set it up?
Setting up the Nutshell + QuickBooks Online integration is easy!
- Log into Zapier
- Choose your Triggers and Actions on this page in Zapier
- Click Continue and follow the steps presented
Questions? Check out this article for full instructions on creating a Zapier integration for Nutshell.