How to automatically schedule events in Outlook Calendar to onboard new clients for each new account created 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 "Account created" under QuickBooks Online. This will allow your playbook to automatically detect the new account created in QuickBooks Online and initiate necessary actions.

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

Integrate the Outlook Calendar automation into your playbook to ensure the prompt creation of a new event for each new account created in QuickBooks Online.

Click the "Add step" button, then locate the "Create event" automation for Outlook Calendar and input the mandatory and relevant details.

If your Outlook Calendar 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 Outlook Calendar account.

Activating your playbook is the final step to automate the creation of a new event for each new account created. Once turned on, it will respond whenever a new account is created in QuickBooks Online by creating a new event in Outlook Calendar without manual intervention.

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.