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Get Started FreeA new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Triggers whenevver a new account is added.
Triggers every time a new bill is added.
Triggers when you add a new customer.
Triggers whenever you add a new estimate.
Triggers every time you add a new invoice.
Triggers everytime a payment is received (with line item support).
Triggers every time you add a new product.
Triggers every time a new purchase order is added.
Triggers whenever a new sales receipt is added.
Triggers every time a new vendor is added.
Triggers every time you update a invoice
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Adds a new customer.
Adds a new invoice (with line item support).
Create a item
Adds a new sales receipt (with line item support).
Refresh an existing invoice (with line item support).
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Triggers whenevver a new account is added.
Triggers every time a new bill is added.
Triggers when you add a new customer.
Triggers whenever you add a new estimate.
Triggers every time you add a new invoice.
Triggers everytime a payment is received (with line item support).
Triggers every time you add a new product.
Triggers every time a new purchase order is added.
Triggers whenever a new sales receipt is added.
Triggers every time a new vendor is added.
Triggers every time you update a invoice
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Adds a new customer.
Adds a new invoice (with line item support).
Create a item
Adds a new sales receipt (with line item support).
Refresh an existing invoice (with line item support).
Choose SharpSpring as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select QuickBooks Online as the action app from the list.
Connect your QuickBooks Online account & authenticate it.
Select the data you want to send from SharpSpring to QuickBooks Online & your AI Agent is ready!
New Account
Update Invoice
New Account
Create Invoice
New Account
Create Customer
New Account
Create Sales Receipt
New Lead
Create Invoice
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.
The integration between SharpSpring and QuickBooks Online is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating SharpSpring with QuickBooks Online, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the SharpSpring-QuickBooks Online integration:
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