How can I filter for VIP clients?

DryMerge allows you to filter clients based on certain criteria like tags or notes. Specify what you consider a VIP client, and DryMerge will filter accordingly.

Can I use this with Salesforce instead of QuickBooks?

Yes, you can use this with Salesforce instead of QuickBooks. Describe the changes needed, and DryMerge will adapt the automation for Salesforce.

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

This is beneficial for client managers and businesses that need to maintain consistent client records across different platforms.

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Notion + QuickBooks

Create QuickBooks Customers for New Clients in Notion

Manage your client records by creating new QuickBooks customers whenever a new client is added in Notion. Best for professionals and businesses that use Notion for client tracking and QuickBooks for invoicing.

New Client Added

Triggers when a new client is added in Notion.

Create Customer

Creates a new customer in QuickBooks.

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

or pick a common variation below

Create QuickBooks Invoices for New Expenses in Notion

Notion + QuickBooks

Create QuickBooks Estimates for New Budget Items in Notion

Notion + QuickBooks

Record New Quickbooks Customers in Notion

Notion + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create QuickBooks customers for new clients in Notion"

Create QuickBooks customers for new clients in Notion

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 Notion + QuickBooks.

List Databases

Lists all databases

List Pages

Lists all pages in a specified database

Search Pages

Searches through pages based on a query

Search Databases

Searches through databases based on a query

Create Page

Creates a new page within a specified database

Read Page

Reads the contents of a specified page

Edit Page

Edits the contents of a specified page

Delete Page

'Deletes' (archives) a specified page

Find Notion Users

Finds Notion users by their user IDs and returns their metadata

Append to Page

Appends content to a specified page

New Notion Page

Triggers when a new Notion page is created

Notion Page Updated

Triggers when a page is updated in a Notion database

App details

Notion

Notion is an all-in-one workspace for notes, tasks, wikis, and databases. Create, update, and sync data between Notion and other tools.

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.