Integrating SharpSpring with QuickBooks Online by AI Agents and Assistants

A new Account is created in SharpSpring.

When a lead has been created in sharpspring.

A new Opportunity is created in SharpSpring.

Triggers whenevver a new account is added.

Triggers every time a new bill is added.

Triggers when you add a new customer.

Triggers whenever you add a new estimate.

Triggers every time you add a new invoice.

Triggers everytime a payment is received (with line item support).

Triggers every time you add a new product.

Triggers every time a new purchase order is added.

Triggers whenever a new sales receipt is added.

Triggers every time a new vendor is added.

Triggers every time you update a invoice

Create an Account in SharpSpring.

Create a new Campaign in SharpSpring.

Create a Lead in SharpSpring.

Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

Update a Lead in SharpSpring.

Update a opportunity

Adds a new customer.

Adds a new invoice (with line item support).

Create a item

Adds a new sales receipt (with line item support).

Refresh an existing invoice (with line item support).