How to save new QuickBooks Online customers to Outlook Contacts

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 "Customer created" under QuickBooks Online. This will allow your playbook to automatically detect the new customer 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 Contacts automation into your playbook to ensure the prompt creation of a new contact in Outlook Contacts when a new customer is created in QuickBooks Online.

Click the "Add step" button, then locate the "Get or create contact" automation for Outlook Contacts and input the mandatory and relevant details.

If your Outlook Contacts 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 Contacts account.

Activating your playbook is the final step to automate the creation of a new contact in Outlook Contacts. Once turned on, it will respond to each new customer created in QuickBooks Online by creating a new contact in Outlook Contacts 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.