QuickBooks Online integration with Repzo
How to Creates clients in Repzo when new customers are created 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
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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 "Creates clients in Repzo when new customers are created in Quickbooks Online" 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 Repzo integrations
Repzo actions
Nekton can use any feature that is available in Repzo API.
Using our advanced AI, you can easily create custom automations for Repzo.
Here are some typical actions you can do in your automated workflows.
Create Product
Creates a product
Create Work Order
Creates a work order for CMMS module.
Search Client
Finds a Client.
Search Workorder Category
Finds a workorder category.
Find or Create Product.
Search for a product.
Create Client
Creates a client
About Repzo
A Complete Sales / Field Force Automation Platform for managing Sales, Marketing and Service Providers which provides you with real time coverage analytics