Easily track fields across processes and simplify system changes! Maintaining and updating complex systems has never been easier.

Support — Using Entities & Attributes

Using Entities & Attributes

Puzzle implements technology to optimize your processes across teams so you maximize your team's productivity.

Listing Steps · Puzzle

Your Account's Tools · Puzzle

Quickbooks
Active
Cancelled
Considering
Overview

At Acme Inc., QuickBooks is used to manage and streamline our financial operations, including tracking income, expenses, and sales.

The software supports key accounting tasks such as invoicing, payroll processing, and generating financial reports, ensuring accurate and timely record-keeping.

QuickBooks enables us to maintain clear visibility into our financial health, improving efficiency and compliance across the company.

Steps

Calculate the quote using the pricing calculator via Quickbooks [1]
Create new customer in Quickbooks via Zapier [1]

Edit Account Tool · Puzzle

Manage Entites · Puzzle

Edit Entites · Puzzle

Select...
Single-line text
Multi-line text
Phone number
Single checkbox
Multiple checkbox
Dropdown select
Radio select
Date picker
Number
File
Tag
Formula
Email
Id
Url
User
Lookup

Easily associate your newly added entities and attributes to your processes within the Workflow canvas.

Tagging Attributes

Create new customer in Quickbooks via Zapier

Accepts
No response
No
Custom pricing
❌ No response
✅ Responded
Yes
Pricing & Contracts
Inbound Lead Generation
Customer Success: Project Onboarding
30 mins
Customer Success Manager schedules all meetings
Update the HubSpot contact in the list
Create opportunity from contact in Monday.com
Get approval from the Head of Sales
Update contact in Monday.com contact board Sales Development Representation
1
10 mins
Sales Representative sends handoff / intro email to CSM
10 mins
Generate & send Proposal
1
Book meeting using Calendly meeting link
20 mins
Send pricing email
60 mins
Host discovery meeting via Zoom
10 mins
Update subscription status in Monday.com contact board
5 mins
Follow up email after 3 days from proposal sent
When Smartlead is marked positively, create Hubspot contact
1
2
30 mins
Calculate the quote using the pricing calculator via Quickbooks
0 mins
Contact changes subscription in Mailchimp
2 mins
Submit information for demo via Typeform
ID: 1652b766
Customer Success Manager sends intro email & next steps to project contacts
Host Kickoff Call via Zoom
Add contact to Intercom
Is the contact in Intercom yet?
3 mins
Client Signs MSA via PandaDoc
Tag lead as lost due to unresponsive
When Hubspot ticket Status Change --> Update line item in Monday Client board
Responds to sequence in Monday.com ?
Update opportunity to meeting complete
Virtual Assistant preps back-end tech setup
+
+
+
+
Create new customer in Quickbooks via Zapier
ID: 29265859
Updates the create date in Intercom
Customer Success Manager preps & delegates onboarding tasks in Monday.com
Project contacts complete homework
Auto enroll in inbound lead Sequence
Enrich Mailchimp with updated contact information
Send Post-Kickoff Recap Email
Virtual Assistant transfers Typeform responses to Puzzle as they are submitted
💡 Host Executive Org Strategy Session
Add contact to Mailchimp
2
Notifications that deal is won & onboarding form is complete in Slack
Update opportunity to Meeting booked with Make in Monday.com opportunity board
ID: 9
Client responds to proposal
Customer Success Manager prepares for Kickoff meeting
5 mins
Enter deal information into Monday.com CRM
Create a Company in the monday.com company board
When user is asked for Testimonial, set Testimonial status
ID: 07236466
5.5 When User visits unsubscribe page
ID: 04001396
Update existing contact in Intercom
When MSA is signed, move Deal to Closed Won
ID: 41828033
Move HubSpot deal to Closed Won automatically
20 mins
Recap meeting and send to lead via Gmail

Using Entities & Attributes

Easily track fields across processes and simplify system changes! Maintaining and updating complex systems has never been easier.

Using Entities & Attributes — Puzzle Product Tour