QuickBooks + Zoho CRM
Create Contact Follow-up Tasks in Zoho CRM from Quickbooks Invoices
This automation creates follow-up tasks in Zoho CRM whenever an invoice is issued in Quickbooks. It ensures that your sales and account management teams can follow up on invoiced clients for timely communication and payment tracking.
Invoice Issued
Triggers when a new invoice is issued in QuickBooks.
Create Follow-up Task
Creates a follow-up task in Zoho CRM for the invoiced client.
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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, "Create contact follow-up tasks in Zoho CRM from quickbooks invoices"
Create contact follow-up tasks in Zoho CRM from quickbooks invoices
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.
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+ 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 + Zoho CRM.
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.
Zoho CRM
Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.
Related apps
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