Can I filter for stories by their delivery dates?

Yes, you can filter stories based on their delivery dates in Pivotal Tracker. Define the date criteria and DryMerge will handle the rest.

Can I customize sales receipt details?

Yes, you can customize the details on the sales receipts in Quickbooks. Just describe the custom fields you need and DryMerge will adjust them accordingly.

Who uses this automation and for what purpose?

This automation is used by product managers and sales teams to ensure timely and accurate generation of sales receipts for completed work.

Pivotal Tracker + QuickBooks

Generate Quickbooks Sales Receipts for Delivered Pivotal Tracker Stories

Automatically generate sales receipts in Quickbooks when stories reach the 'Delivered' stage in Pivotal Tracker. Ideal for product managers and sales teams to ensure accurate and timely record-keeping.

Delivered Story in Pivotal Tracker

Triggers when a story is marked as delivered in Pivotal Tracker.

Generate Sales Receipt

Generates a sales receipt in Quickbooks for the delivered story.

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

or pick a common variation below

Create Quickbooks Invoices for Accepted Pivotal Tracker Stories

Pivotal Tracker + QuickBooks

Generate Quickbooks Estimates for Pivotal Tracker Epics

Pivotal Tracker + QuickBooks

Generate Quickbooks Reports from Pivotal Tracker Milestones

Pivotal Tracker + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate quickbooks sales receipts for delivered Pivotal Tracker stories"

Generate quickbooks sales receipts for delivered Pivotal Tracker stories

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 Pivotal Tracker + QuickBooks.

App details

Pivotal Tracker

Pivotal Tracker is an agile project management tool. Plan and track software development projects, manage user stories and tasks, and collaborate with team members to deliver high-quality software.

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.