Can I filter which Jira users get added to QuickBooks?

Yes, you can set criteria based on roles, permissions, or other attributes to determine which Jira users should be added as customers in QuickBooks.

Can I use this with another CRM instead of QuickBooks?

Yes, you can use this automation with other CRMs like Zoho CRM or Salesforce. Describe your requirements, and DryMerge will set up the automation accordingly.

Who typically uses this automation, and why?

This automation is beneficial for customer service and billing teams who need to ensure that new clients added in Jira are also recorded in QuickBooks for seamless billing and record-keeping.

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Jira + QuickBooks

Create QuickBooks Customers from Jira Users

Automatically create new customers in QuickBooks whenever a new user is added in Jira. This is particularly useful for teams that manage client projects through Jira and need an efficient way to handle new customer billing information.

New Jira User Added

Detects when a new user is added to your Jira account.

Create QuickBooks Customer

Automatically adds the new user's details to QuickBooks as a customer, streamlining your billing process.

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

or pick a common variation below

Generate QuickBooks Estimates from Jira Epics

Jira + QuickBooks

Details

Update QuickBooks Estimates from Jira Task Progress

Jira + QuickBooks

Details

Generate QuickBooks Reports from Jira Project Data

Jira + QuickBooks

Details

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Create QuickBooks customers from Jira users

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create QuickBooks customers from Jira users"

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

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Add Attachment to Jira Issue

Adds a file attachment to a Jira issue

Link Jira Issues

Links two Jira issues

Create Jira Issue

Creates a new Jira issue

Update Jira Issue

Updates an existing Jira issue

Add Comment to Jira Issue

Adds a comment to a Jira issue

Add Watcher to Jira Issue

Adds a watcher to a Jira issue

Move Jira Issue to Sprint

Moves a Jira issue to a sprint

Search Issues

Searches for Jira issues based on a query

List Issue Types

Lists all Jira issue types

About Jira

Jira is a powerful project management tool for agile teams to plan, track, and release software. Create user stories, issues, plan sprints, and distribute tasks across your software team.

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About Jira

Jira is a powerful project management tool for agile teams to plan, track, and release software. Create user stories, issues, plan sprints, and distribute tasks across your software team.

Similar apps

Linear

Issue Tracking

Trello

Task Management

Asana

Project Management

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 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

Get Started with DryMerge

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