How to add Outlook Calendar event guests as new customers in QuickBooks Online

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Event scheduled" under Outlook Calendar. Then, select the Calendar. This will allow your playbook to automatically detect the new scheduled event in Outlook Calendar and initiate necessary actions.

If this is your first time using a Outlook Calendar integration in Relay.app, a prompt will guide you through the connection process.

Integrate the QuickBooks Online automation into your playbook to ensure the prompt creation of a new customer for specific scheduled events in Outlook Calendar.

Click the "Add step" button, then locate the "Create estimate" automation for QuickBooks Online and input the mandatory and relevant details.

If your QuickBooks Online account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your QuickBooks Online account.

Activating your playbook is the final step to automate the creation of customer in QuickBooks Online. Once turned on, it will respond whenever a new specific event is scheduled in Outlook Calendar by creating a new customer in QuickBooks Online.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.