Jotform + QuickBooks
Create QuickBooks reminders from Jotform survey follow-ups
Ensure timely follow-ups by creating reminders in QuickBooks based on survey responses collected via Jotform. This automation keeps track of important follow-ups, helping maintain consistent communication with respondents.
Follow-Up Received
Triggers when a follow-up is received from a survey response.
Create QB Reminder
Generates a reminder entry in QuickBooks for timely follow-ups.
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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 QuickBooks reminders from Jotform survey follow-ups"
Create QuickBooks reminders from Jotform survey follow-ups
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 Jotform + QuickBooks.
Assign Jotform Form
Assigns a Jotform form to a specified user
Create Jotform Submission
Creates a new submission for a specified Jotform form
Assign Prefilled Jotform Form
Assigns a prefilled Jotform form to a specified user
New Jotform Submission
Triggers when a new form submission is received in Jotform
New Jotform Signed Document
Triggers when a new document is signed in Jotform
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
App details
Jotform
Jotform is an online form builder for creating custom forms without writing code. Create online forms and surveys, collect submissions, and sync data with 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.
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