Can I filter by how long the invoice is overdue?

Yes, you can set criteria for the number of days an invoice is overdue, and DryMerge will filter accordingly.

Can I customize the task details in Pipedrive?

Certainly! You can specify the details to include in the Pipedrive task, and DryMerge will set it up for you.

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

This automation is useful for sales and finance teams who need to follow up on overdue invoices to maintain healthy cash flow.

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Pipedrive + QuickBooks

Create Pipedrive Tasks from Overdue QuickBooks Invoices

Generate tasks in Pipedrive for overdue invoices in QuickBooks to ensure timely follow-up by your sales team.

Invoice Overdue

Triggers when an invoice becomes overdue in QuickBooks.

Create Task

Creates a follow-up task in Pipedrive for the overdue invoice.

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

or pick a common variation below

Create Pipedrive Deals from New QuickBooks Invoices

Pipedrive + QuickBooks

Create Pipedrive Notes from QuickBooks Invoice Comments

Pipedrive + QuickBooks

Create Pipedrive Activities from QuickBooks Invoice Deadlines

Pipedrive + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pipedrive tasks from overdue QuickBooks invoices"

Create Pipedrive tasks from overdue 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.

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 Pipedrive + QuickBooks.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

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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