Has anyone successfully figured out how to trigger a Zap where a new Quickbooks Online SubCustomer is created for a client? We only see how to create the Customer, but not the SubCustomer.
Best answer by Troy Tessalone
View originalHas anyone successfully figured out how to trigger a Zap where a new Quickbooks Online SubCustomer is created for a client? We only see how to create the Customer, but not the SubCustomer.
Best answer by Troy Tessalone
View originalHi
You may need to leverage the QBO API: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer
App APIs can be used in Zaps with the Webhooks action step: https://zapier.com/apps/webhook/integrations#triggers-and-actions
Use the Customer resource to create parent customer objects, sub-customer objects, and job objects according to your business requirements.
Use the ParentRef and Job attributes in the customer object to designate whether the object is a parent, nested job or nested sub-customer.
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