Trackfront integration with QuickBooks Online
How to Create QuickBooks Online invoices for new estimate status changes in Trackfront
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 QuickBooks Online invoices for new estimate status changes in Trackfront" 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 Trackfront integrations
Trackfront actions
Nekton can use any feature that is available in Trackfront API.
Using our advanced AI, you can easily create custom automations for Trackfront.
Here are some typical actions you can do in your automated workflows.
Contact Create
Creates a contact inside of Trackfront.
Create Organization
Creates and organization inside of Trackfront.
Contact Create
Triggers when a new contact is created in Trackfront.
Estimate Status Change
Triggers when an estimate status changes in Trackfront.
Project Create
Triggers when a new project is created in Trackfront.
Estimate Save
Triggers when an estimate is saved in Trackfront.
About Trackfront
The All-In-One Solution For Project Collaboration, Easy Quotes, Estimates and Custom Proposals. Keeping Clients Happy and Coming Back, Reducing Emails and Simplifying Communication.