Zapier - A new Quickbooks Online invoice triggers an update of the current score for a scorecard measurable.


1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger

  1. You’ll need to choose BOTH the application that you want to push information out of and the event. In this example, we will want to push information out of Quickbooks Online which is the application. Search and choose Quickbooks Online in the search box.
  2. Next, choose the Trigger Event. For this example, we chose New Invoice.
  3. Click continue.
  4. Connect your Quickbooks Online account to Zapier, if you have not already done so. 
  5. Click Choose an account…
  6. Choose your account or Connect a new account.
  7. Click Continue.
  8. Test the trigger.
  9. Click Continue.

4. Action

  1. Choose An App. In this example, we want a scorecard measurable cell to be updated when a new invoice is created. Search and choose Traction Tools.
  2. Choose an event. In this example, we want to update the most recent scorecard cell. Click the Update Current Score option.
  3. Click Continue.
  4. Connect your Traction Tools account or add it if you have not already done so.
  5. Click Continue.
  6. Set up action. All fields are optional except for Measurable and Value.
  7. Measurable (required) - Choose the option that best meets your needs.
  8. Value (required) - Choose ONLY ONE option, that best meets your needs.
  9. Day Offset (optional) - We recommend leaving this option blank to update the most recent cell of this particular scorecard measurable.
  10. Click Continue.
  11. Test & Review or Test & Continue.
  12. Turn on Zap.
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