This workflow automates the process of managing customer records and creating estimates in QuickBooks based on data added to a Google Sheet. Starting with a Google Sheets trigger that detects new rows, it normalizes incoming data, then checks if the customer already exists in QuickBooks. If the customer is new, the workflow automatically creates a new customer record; if the customer exists, it proceeds to create an estimate linked to that customer.

Detailed steps include:

– Trigger when a new row is added in Google Sheets.

– Normalize and organize the data for consistency.

– Search for the customer in QuickBooks to avoid duplicates.

– Conditional logic determines whether to create a new customer.

– Generate an estimate in QuickBooks using the row data.

– Connects seamlessly via OAuth2 credentials for Google Sheets and QuickBooks.

This workflow is useful for small businesses or sales teams who want to streamline customer onboarding and estimate generation directly from spreadsheet data, reducing manual entry and minimizing errors.