QuickBooks Online integration with Jumppl
How to Create tasks in Jumppl for new customers in QuickBooks Online
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create tasks in Jumppl for new customers in QuickBooks Online" and then click on "Automate".
-
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 Jumppl integrations
Jumppl actions
Nekton can use any feature that is available in Jumppl API.
Using our advanced AI, you can easily create custom automations for Jumppl.
Here are some typical actions you can do in your automated workflows.
Create Project
Create a project or create a sub-project
Create Task
Create a task within a project
About Jumppl
Jumppl is a project management platform with features including separate client portals, staff monitoring, task monitoring, invoicing, team chat and file storage.