Aryeo integration with QuickBooks Online
How to Create new QuickBooks Online customers for newly created Aryeo 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 "Create new QuickBooks Online customers for newly created Aryeo 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 Aryeo integrations
Aryeo actions
Nekton can use any feature that is available in Aryeo API.
Using our advanced AI, you can easily create custom automations for Aryeo.
Here are some typical actions you can do in your automated workflows.
Create Address
Creates an address in Aryeo. Addresses can then be associated with listings and/or orders.
Create Order
For Creators, create an order in your Aryeo with an address, customer, and/or items.
Create Appointment
For Creators, creates an Appointment in your Aryeo account
Appointment Assigned
Triggers when an Appointment is assigned to a user in your Account.
Appointment Rescheduled
Triggers when an Appointment is Rescheduled in your Account.
Appointment Unassigned
Triggers when a user is unassigned from an Appointment in your Account.
About Aryeo
The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content created to market properties.