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.
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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.
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.
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