Knowledgebase AccountingSuite Integrations Zapier Recommended Zaps

            Recommended Zaps

            We’ve put together some ideas for you to get your started with Zapier. Check out these and come up with more of your own!


            Recommended Zaps: New Salesperson from Google Spreadsheet Row

            acsandsheets

             

            Sometimes the people who hire new salespeople may not have access to AccountingSuite. With a simple row in a spreadsheet, the magic begins. Google Sheets is one of the most popular and easy ways to manage a spreadsheet. With this Zap, as you add new members to your sales team, AccountingSuite will also create a new Sales Person to match.


            How It Works

            1. The full name of a Sales Person is entered as a new row in Google Sheets.
            2. Zapier automatically creates a new Sales Person in AccountingSuite.

            What You Need

            1. A Google Sheets account.
            2. An AccountingSuite account.
            3. A Zapier account.


            Recommended Zaps: New Salesperson from Wufoo Form Submission

            Wufoo is one of the most popular and easiest ways to manage online forms. With this Zap, when a new Sales Person is added on a Wufoo form, Accountingsuite will automatically create a new Sales Person. Perfect for those times when you don’t want to give access to everyone in your company to your accounting software.


            How It Works

            1. A new form entry is added in Wufoo.
            2. Zapier automatically converts the entry as a Sales Person in AccountingSuite.

            What You Need

            • A Wufoo account – It also helps to have your form already created and to enter a test entry on that form.
            • AccountingSuite account.
            • A Zapier account.


            Recommended Zaps: New Salesperson in AccountingSuite from Wufoo Form Submission

            Wufoo is one of the most popular and easiest ways to manage online forms. With this Zap, when a new Sales Person is added on a Wufoo form, Accountingsuite will automatically create a new Sales Person.


            How It Works

            • A new form entry is added in Wufoo.
            • Zapier automatically converts the entry as a Sales Person in AccountingSuite.

            What You Need

            • Wufoo account – It also helps to have your form already created and to enter a test entry on that form.
            • AccountingSuite Account.


            Recommended Zaps: New Service Item in AccountingSuite from a new Jira Project

            Many companies create a project in their development queue around a new service that they are offering Jira is one of the most popular tools for development teams today for bug tracking and project management, and this Zap takes new projects in JIRA and automatically creates a new service in AccountingSuite.


            How It Works

            • Create a new Project in JIRA.
            • Zapier automatically creates a new Service Item in AccountingSuite.

            What You Need

            • JIRA account.
            • AccountingSuite account.
            • Zapier account.


            Recommended Zaps: New Product in AccountingSuite from Hot Product in Product Hunt

            acsandproducthunt

             

            Product Hunt searches for the best new products, and with this Zap, your AccountingSuite will include these products too! Your business will be ready to purchase or sell the latest exciting products. This Zap triggers when Product Hunt considers a product to be hot, which then creates this product in AccountingSuite.


            How It Works

            1. A new product gets hot on Product Hunt.
            2. Zapier automatically creates the Product in AccountingSuite.

            What You Need

            • A Product Hunt account

            • AccountingSuite account

            • A Zapier account


            Recommended Zaps: New Salesperson from Google Spreadsheet Row

            acsandsheets

             

            Sometimes the people who hire new salespeople may not have access to AccountingSuite. With a simple row in a spreadsheet, the magic begins. Google Sheets is one of the most popular and easy ways to manage a spreadsheet. With this Zap, as you add new members to your sales team, AccountingSuite will also create a new Sales Person to match.


            How It Works

            1. The full name of a Sales Person is entered as a new row in Google Sheets.
            2. Zapier automatically creates a new Sales Person in AccountingSuite.

            What You Need

            1. A Google Sheets account.
            2. An AccountingSuite account.
            3. A Zapier account.


            Recommended Zaps: Create new AccountingSuite Customer with New Salesforce Account

            When a lead or a potential converts to an Account in your CRM , you’ve made the sale! You’ll need to create the company in your AccountingSuite to track all of your amazing transactions. This zap will automatically create a new Customer in AccountingSuite when an Account is created in Salesforce.


            How it Works

            • Someone creates a new Account in Salesforce.
            • A customer is automatically created in AccountingSuite.

            What You’ll Need

            • An AccountingSuite account.
            • A Salesforce account.
            • Zapier account.


            Recommended Zaps: New AccountingSuite Customer from New Facebook Lead Ad

            acsandfacebook

             

             

             

             

             

            Facebook is only profitable social media platform because its ads deliver the best ROIs compared to their peers. With this Zap, new leads collected from your Facebook Ads will automatically be created as new Customers in AccountingSuite.


            How It Works

            •  A new lead is collected from a Facebook lead ad.
            • Zapier automatically creates a new Customer in AccountingSuite.

            What You Need

            • Facebook account.
            • AccountingSuite account.
            • A Zapier account.

            Updated: 17 Apr 2019 02:50 AM
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