This workflow provides a robust solution for QuickBooks users looking to automate their new customer onboarding process. It solves the time-consuming and error-prone task of manually sending welcome emails by creating a fully automated system that ensures every new customer receives a timely, personalized, and professional welcome.
The workflow periodically checks your QuickBooks Online account for new entries. To prevent sending duplicate emails to existing customers, it cleverly uses a Google Sheet as a simple database, tracking every customer who has already been contacted. This makes the process reliable and safe to run on an automated schedule.
This template was crafted with care by the team at Elegant Biztech to help you build stronger customer relationships through smart automation.
Email Template
node dynamically generates a beautiful, responsive HTML email, personalized with the customer's name, company, and location details.Before you begin, please ensure you have the following:
Follow these instructions carefully to configure the workflow for your use.
This workflow requires a Google Sheet with two specific tabs to function as its database.
Processed IDs
. In cell A1, create the header: CustomerIds
.New Customer Logs
. In row 1, create the following headers: Customer_Name
, Company_Name
, Email_ID
, Phone_No
, Customer_ID
.You must authenticate your accounts in the designated nodes.
Get many Customers
node: Select this node and connect your QuickBooks Online credentials.Read Old Customers
node: Connect your Google Sheets account credentials here. This will be automatically used by the other Google Sheets nodes.Send Personalized Welcome Email
node: Connect the credentials for the email account you wish to send from.Point the workflow to the correct sheet and tabs you just created.
Read Old Customers
node:
Processed IDs
tab.Log New Customer Details
node:
New Customer Logs
tab.Log New Customer ID for Tracking
node:
Processed IDs
tab.Personalize the welcome email to match your brand.
Code
node.mailto:
link with your company's support email.Send Personalized Welcome Email
node and update the Subject field with your company's name.Scheduler
node to set the schedule for how often you want the workflow to run.Your automated welcome email system is now live! For questions or to explore more custom solutions, visit us at elegantbiztech.com.