Mantle logo icon

Create a Customer Record in QuickBooks from a New Plan Subscription

Get this template
  • icon: step by step guide Step-by-step guide
  • icon: customizable 100% fully customizable
  • icon: free trial Includes 7-day free trial
  • icon: live chat Live chat, email support
  • icon: setup services Setup services available

Effortlessly manage customer records by automatically creating them in QuickBooks when users subscribe to a plan. This workflow uses Mantle to instantly capture subscription events and sync details, ensuring accurate records. Save time and eliminate manual data entry, keeping your accounting up-to-date and organized.

Loved by 3k+ businesses worldwide

  • Logo: GLDN
  • Logo: MUD/WTR
  • Logo: Bartesian
  • Logo: Allure
  • Logo: Made In Cookware
  • Logo: Rothy's
  • Logo: Jackie Smith
  • Logo: Full Focus
  • Logo: Car Living
  • icon star orange
  • icon star orange
  • icon star orange
  • icon star orange
  • icon star orange

Fully supported by automation experts.

Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.

icon support docs

Knowledge Base

Training guides, tutorials, and platform documentation.

icon partners

Service Partners

Consult on automation strategy to build your workflow.

icon support team

Contact us

5-star customer support and live chat for automations.

MESA is the most customizable automation platform.