PEP Cloud integration with QuickBooks Online
How to Create new QuickBooks Online customers from PEP Cloud client creations
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 from PEP Cloud client creations" 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 PEP Cloud integrations
PEP Cloud actions
Nekton can use any feature that is available in PEP Cloud API.
Using our advanced AI, you can easily create custom automations for PEP Cloud.
Here are some typical actions you can do in your automated workflows.
Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
Client Created
Triggers when a new client is created.
eBid Lost
Triggers when an eBid is lost.
eBid Created
Triggers when an eBid is created.
eBid Won
Triggers when an eBid is won.
About PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.