Use our Zapier integration to trigger Quickbooks invoices, bills, or new records based on customer information from Nutshell.
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.