I have set up a Zap that whenever a new customer is created in QuickBooks it looks for that cusomter in the CRM and if it does not exist then it creates one. However I need the account number that the CRM assigns to be sent back to Quickbooks/QBO. I know that Zapier is not bi-directional but what could I use as a trigger to push the account number from the CRM into Quickbooks? BTW- not all accounts in the CRM will be in Quickbooks, only the ones that have purchased something.
Along the same lines but a different question (and maybe the same solution) if there is an account in both the CRM and Quickbooks/but the CRM Account number is not filled in within Quickbooks (custom field) that Zapier can check that and push the account number? Maybe use time of day as a trigger to check.
Thank you for your help.
Best answer by AndrewJDavison_LuhhuView original
To answer your first question, you can just add a “Quickbooks->Update Customer” step the the end of the zap: