The ability to process multiple payments in real time and send all the information needed to one or multiple CRM instances can come in handy especially when they come in a steady flow, or not having the time to manually oversee each and every transaction. That's why the option to automate your workflow can save time and payments processed much faster.
In today's post we're going to build not one, but two separate pipelines that will synchronize with one another, and share information periodically.
Let's jump right to it. Login into the Cloudpipes editor, and hit the Create a Pipe button.
Now to the fun part. Our first pipeline will trigger each time a new customer is created in Quickbooks.
This will automatically create a new item in Sharepoint.
We input all the necessary information, and linked the item to the already created new customer in Quickbooks.
To achieve the bi-directional synchronization that will allow us to transmit and update data in real time, we need to have a secondary pipeline.
The second pipeline will start when the new customer's information has been updated. Immediately afterwards Cloudpipes will fetch the previously linked Quickbooks to make sure that we're going to update the right customer's information.
Once the item in question if found and retrieved, Cloudpipes will update it.
This will ensure continuous stream of information across the two instances.
That's how you can process payment information from Quickbooks to Sharepoint.
Finding workflow automation not friendly enough? Cloudpipes will ensure that you conduct business more efficiently, and with no hassle. Learn more with our complimentary free tutorial now!