Managing Customers and Workflow Series: Automate Everything! eCommerce to QuickBooks; QuickBooks to insightly

Eric GreenspanOther

Today we focused on our accounting brothers and sisters by showcasing on Woocommerce to QuickBooks automation to create invoices, orders and line items. Then, we flipped it around and Zapped QuickBooks data to insightly. We also showed off our Amazon Echo “Alexa” automated voice controlled “add to do list” system and “flag an email, add it to your CRM!”

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