How can I filter for receipts over a certain amount?

DryMerge allows you to filter receipts based on their amount. Specify the minimum amount you're interested in, and DryMerge will filter accordingly.

Can I use this with Insightly instead of Salesforce?

Yes, you can use this with Insightly instead of Salesforce. Just describe the changes needed, and DryMerge will configure the automation accordingly.

Who uses this automation and for what purpose?

This automation is beneficial for sales and customer service teams who need to keep detailed transaction records in their CRM for better customer management and service.

QuickBooks + Salesforce

Create Salesforce records from Quickbooks receipts

Automatically create Salesforce records whenever new receipts are generated in Quickbooks. This keeps your CRM updated with the latest transaction details, simplifying record-keeping and customer management.

New Receipt Generated

Triggers when a new receipt is generated in Quickbooks.

Create Salesforce Record

Creates a new Salesforce record with the receipt details.

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

or pick a common variation below

Create Salesforce Cases from QuickBooks Overdue Payments

QuickBooks + Salesforce

Generate Salesforce Leads from QuickBooks New Customers

QuickBooks + Salesforce

Create Salesforce tasks from Quickbooks overdue invoices

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 records from quickbooks receipts"

Create Salesforce records from quickbooks receipts

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.