With Zapier, you can automate the creation of customers in AntsRoute when adding new customer from Quickbooks. Just follow the steps below:
💡 To access the Zap template, go here.
💡 Have not connected your AntsRoute account to Zapier? Read our support article here.
Step 1 : Set up the Trigger
💡 New on Quickbooks ? To try out the trigger, you must have added at least one first client in Quickbooks.
- Log into your Zapier account and click on the button 'Make a Zap'.
- Search Quickbooks Online using the search bar.
- Select Quickbooks Online.
- In the 'Trigger Event' drop-down list, select 'New Customer'.
- Click on the button 'Continue'.
- In the 'Choose an account' drop-down list, select the Quickbooks account connected (If you have not connected your account, click on 'Sign in to Quickbooks Online').
- Click on the button 'Continue'.
- Click on the button 'Test trigger'.
- Click on the button 'Continue'.
Step 2 : Set up the Action
- Search AntsRoute using the search bar.
- Select AntsRoute.
- In the 'Action Event' drop-down list, select 'Create a New Customer'.
- Click on the button 'Continue'.
- In the 'Choose an account' drop-down list, select 'AntsRoute' (If you have not connected your AntsRoute account to Zapier, we invite you to log into your AntsRoute account to get the API key that will be requested on Zapier. To do this, just go to AntsRoute > click on the blue circle at the top right > Integrations > API Key > Add > Select the site > Click on Create > Click on Copy > Click on Continue. You can now go back to Zapier and click on 'Sign in to AntsRoute' and enter the API key you just retrieved and click on 'Yes, Continue').
- Click on the button 'Continue'.
- For 'Customer External ID', select 'ID'.
- For 'Last name', select 'Family name'.
- For 'Address', select 'Ship Addr Line1'.
- Fill in the other fields if necessary (phone number, mobile phone number, email, comments).
- Click on the button 'Continue'.
- Click on the button 'Test & Continue'.
- Click on the button 'Turn on Zap'.