How can I filter for specific payment plan types?

DryMerge allows you to filter payment plans by type. Specify the types of plans you're interested in, and DryMerge will filter accordingly.

Can I use this with Mailchimp instead of Salesforce?

Yes, you can use this with Mailchimp instead of Salesforce. Describe the necessary changes, and DryMerge will configure the automation for you.

Who uses this automation and what for?

This automation is beneficial for marketing teams who want to create targeted campaigns based on customer payment plans.

QuickBooks + Salesforce

Create Salesforce Campaigns from QuickBooks Payment Plans

Enhance your marketing efforts by creating Salesforce campaigns from new payment plans added in QuickBooks. This allows your marketing team to target specific customers based on their payment plans, leading to more effective campaigns.

New Payment Plan

Triggers when a new payment plan is added in QuickBooks.

Create Campaign

Creates a Salesforce campaign for the new payment plan.

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

or pick a common variation below

Create Salesforce records from Quickbooks receipts

QuickBooks + Salesforce

Create Salesforce Cases from QuickBooks Overdue Payments

QuickBooks + Salesforce

Create Salesforce Cases for Declined QuickBooks Payments

QuickBooks + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce campaigns from QuickBooks payment plans"

Create Salesforce campaigns from QuickBooks payment plans

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 QuickBooks + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

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.