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Question

How to create a Zap for copied QuickBooks estimates in Smartsheet

  • June 25, 2025
  • 2 replies
  • 16 views

I currently have a zap set up so that when a new estimate is created in Quickbooks, it automatically creates a new row in Smartsheet and fills in the necessary information. The problem is when I am in Quickbooks and I create a copy of an existing estimate. edit it, and then save it, that new estimate doesn’t seem to count as a “new” estimate. 

 

How can I create a zap that functions the same way as my “new” estimate zap for an estimate that is copied first? 

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2 replies

jayeshkumarbhatia
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  • Zapier Solution Partner
  • 735 replies
  • June 26, 2025

Hi ​@signall ,

 

Can you share a screenshot of your Zapier workflow?


SamB
Community Manager
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  • Community Manager
  • 9736 replies
  • July 2, 2025

Hi ​@signall, welcome to the Community! 🎉

I wonder if the Updated Estimate QuickBooks Online trigger might be able to see the duplicated estimates? 🤔

Can you give it a try and let us know if that does the trick?