How can I filter for clients from specific industries?

DryMerge allows you to filter clients by industry type. Specify your criteria, and DryMerge will configure the automation accordingly.

Can I create projects in Basecamp instead of Wrike?

Yes, you can create projects in Basecamp instead of Wrike. Describe the changes needed, and DryMerge will adjust the automation for you.

Which people use this automation? What do they use it for?

This automation is used by client success teams and project managers to ensure a streamlined, well-organized onboarding process for new clients.

QuickBooks + Wrike

Create Wrike Projects for New QuickBooks Clients

Streamline client onboarding by creating a new project in Wrike every time a client is added in QuickBooks. This helps in managing all onboarding tasks efficiently and ensuring nothing falls through the cracks.

New Client Added

Triggers when a new client is added in QuickBooks.

Create Onboarding Project

Creates a new project in Wrike to manage the client's onboarding process.

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

or pick a common variation below

Generate Wrike Tasks for New QuickBooks Estimates

QuickBooks + Wrike

Create Wrike Tasks for QuickBooks Receipts

QuickBooks + Wrike

Create Wrike Tasks for QuickBooks Tax Filings

QuickBooks + Wrike

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Wrike projects for new QuickBooks clients"

Create Wrike projects for new QuickBooks clients

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 + Wrike.

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.

Wrike

Wrike is a versatile work management platform for teams of all sizes. Plan projects, streamline workflows, and collaborate in real-time to enhance team productivity and visibility.