How can I filter for personal contacts and not business contacts?

DryMerge allows you to filter contacts by their type (personal or business). Just specify your criteria, and DryMerge will handle the rest.

Can I create tasks in Microsoft To Do instead of Wrike?

Yes, you can create tasks in Microsoft To Do instead of Wrike. Describe the necessary changes, and DryMerge will adjust the automation to fit Microsoft To Do.

Which people use this automation? What do they use it for?

This automation is ideal for customer relations teams and account managers who need to ensure that all new contacts are promptly followed up for introductory meetings, leading to better client engagement.

QuickBooks + Wrike

Add New QuickBooks Contacts to Wrike as Tasks

Enhance client onboarding by ensuring that every new contact added in QuickBooks triggers the creation of a task in Wrike to schedule an introductory meeting. This keeps your team prompt and organized, fostering strong client relationships from the get-go.

New Contact Added

Triggers when a new contact is added in QuickBooks.

Create Introductory Task

Creates a task in Wrike to schedule an introductory meeting for the new contact.

See more QuickBooks to Wrike integrations or use AI to customize your automation.

or pick a common variation below

Create Wrike Tasks for QuickBooks Receipts

QuickBooks + Wrike

Track QuickBooks Refunds with Wrike

QuickBooks + Wrike

Generate Wrike Tasks for New QuickBooks Estimates

QuickBooks + Wrike

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new QuickBooks contacts to Wrike as tasks"

Add new QuickBooks contacts to Wrike as tasks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Wrike.

New Customer

Triggers when a new customer is created in QuickBooks

New Invoice

Triggers when a new invoice is created in QuickBooks

New Payment

Triggers when a new payment is recorded in QuickBooks

New Vendor

Triggers when a new vendor is created in QuickBooks

New Bill

Triggers when a new bill is created in QuickBooks

New Expense

Triggers when a new expense is recorded in QuickBooks

New Estimate

Triggers when a new estimate is created in QuickBooks

New Purchase Order

Triggers when a new purchase order is created in QuickBooks

New Sales Receipt

Triggers when a new sales receipt is created in QuickBooks

New Time Activity

Triggers when a new time activity is recorded in QuickBooks

Create Customer

Creates a new customer in QuickBooks

Create Invoice

Creates a new invoice in QuickBooks

App details

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.

Wrike

Wrike is a versatile work management platform for teams of all sizes. Plan projects, streamline workflows, and collaborate in real-time to enhance team productivity and visibility.