We sell appliances and, at the moment, the only way I can connect each client's lead task to a trackable item for the appliances we order from our distributor is by: Manually using QuickBooks spreadsheet sync to send newly saved Purchase Orders to a google sheet; Manually running an Apps Script I found online and altered to email all of those line items in the spreadsheet to ClickUp with the custom field data as tags in the subject line or listed out in the description, and then; once the emailed tasks are created and the automations related to the tags run their course, manually update the remainder of each task's data from the descriptions into the remaining custom fields to be able to reference them on a daily basis. This uses a ton of automations, eats hours upon hours every month, and is excessively tedious and fragile even before considering how, at the outset of making this system, I had to create/duplicate and edit 80+ individual automations to redirect the tags to the custom fields for vendors, shipping destinations, which employee placed the orders, etc. I would love to just have a QuickBooks integration to add PO information into tasks, line items into subtasks, and populate the custom fields the moment they're saved. This is even more important to our business than accessing our bills and invoices. Being able to edit this integration in the same way as the Jotform/ClickUp integration can be edited (by customizing what fields specific information enters) would be ideal.
