Arbox integration with QuickBooks Online
How to Add new leads converted to clients in Arbox as QuickBooks Online customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new leads converted to clients in Arbox as QuickBooks Online customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Arbox integrations
Arbox actions
Nekton can use any feature that is available in Arbox API.
Using our advanced AI, you can easily create custom automations for Arbox.
Here are some typical actions you can do in your automated workflows.
Create New Lead
Add new lead to Arbox
Send Message to Client
Send a push message, SMS or email to a client via Arbox
Update Lead Status
Update lead status in Arbox
Create New Task
Add a new task to Arbox
Send Message to a Lead
Send a message to a lead or few leads.
Search Client or Lead
Finds a client or lead in Arbox by email or user id
About Arbox
Arbox is a sleek and easy-to-use fitness management platform offering a suite of tools for gyms and fitness studios.