QuickBooks + Salesforce
Add Quickbooks payments to Salesforce records
Keep your Salesforce records up-to-date with information from Quickbooks by automatically adding payment details from Quickbooks to the corresponding customer records in Salesforce. This ensures your sales and finance teams are always aligned.
New Payment Recorded
Triggers when a payment is recorded in Quickbooks.
Update Customer Record
Adds payment details to the relevant customer record.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Add quickbooks payments to Salesforce records
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Add quickbooks payments to Salesforce records"
Sure! Connecting
+ 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.
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
Supported triggers and actions
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
About 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.
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About 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.
Similar apps
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Similar apps
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Similar apps
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