How can I filter for invoices overdue by more than 30 days?

DryMerge allows you to filter invoices by their overdue duration. Specify the period you're interested in, such as more than 30 days, and DryMerge will filter invoices accordingly.

Can I use this with Pipedrive instead of Salesforce?

Yes, you can use this with Pipedrive instead of Salesforce. Describe the necessary changes and DryMerge will set up the automation accordingly.

Who benefits from this automation and why?

This automation is useful for accounts receivable teams and sales reps who need to ensure timely follow-up on outstanding invoices and maintain smooth cash flow.

Home Contact Pricing Apps Blog

QuickBooks + Salesforce

Create Salesforce tasks from Quickbooks overdue invoices

Ensure timely follow-ups on overdue invoices by creating tasks in Salesforce whenever an invoice is marked as overdue in Quickbooks. This helps your team manage outstanding payments and maintain good customer relationships.

Invoice Overdue

Triggers when an invoice becomes overdue.

Create Follow-Up Task

Creates a follow-up task for the overdue invoice.

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

Create Salesforce records from Quickbooks receipts

QuickBooks + Salesforce

Generate Salesforce Leads from QuickBooks New Customers

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 tasks from quickbooks overdue invoices"

Create Salesforce tasks from quickbooks overdue invoices

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.

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

New Purchase Order

Triggers when a new purchase order is created in QuickBooks

New Sales Receipt

Triggers when a new sales receipt is created in QuickBooks

New Time Activity

Triggers when a new time activity is recorded in QuickBooks

Create Customer

Creates a new customer in QuickBooks

Create Invoice

Creates a new invoice in QuickBooks

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.