QuickBooks + Timely

Create QuickBooks Clients from Timely Leads

When new leads are added to Timely, this automation creates client records in QuickBooks, ensuring seamless lead-to-client conversion. Ideal for sales teams and client relation managers.

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New Lead in Timely

Triggers when a new lead is added in Timely.

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Create QuickBooks Client

Generates a new client record in QuickBooks.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create QuickBooks clients from Timely leads"

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Create QuickBooks clients from Timely leads

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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Timely.

App details

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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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Timely

Timely is an automatic time tracking and scheduling tool. Capture all your work hours automatically, plan projects, and analyze team productivity to optimize resource allocation and improve profitability.

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