Customers and contacts
Contact created in Filmo → create it in QuickBooks
When a contact is created in Filmo, creates it in QuickBooks and links it; if a matching tax ID, email or name already exists there, links it without creating a duplicate. Sending an invoice also creates the contact if it is missing.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Customers and contacts |
| Starts with | Contact created |
| Integrations used | QuickBooks |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Send contact to QuickBooks | Create the contact in QuickBooks |
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