How can I filter for specific types of meetings?

You can filter meetings based on clients or meeting types in QuickBooks. Specify the criteria, and DryMerge will take care of the rest.

Can I use this with Google Calendar instead of Google Docs?

Yes, you can use this with Google Calendar. Just outline the changes needed, and DryMerge will adjust the automation accordingly.

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

This automation is great for sales teams and client managers who need to keep detailed records of client interactions to enhance follow-up strategies and relationship management.

Home Contact Pricing Apps Blog

Google Docs + QuickBooks

Log Client Meetings in Google Docs from QuickBooks Appointments

Enhance your client relationship management by logging detailed entries in Google Docs for every new client meeting scheduled in QuickBooks. This automation helps sales teams and client managers keep thorough records of all interactions, supporting better follow-ups and engagement strategies.

New Client Meeting

Triggers when a new client meeting is scheduled in QuickBooks.

Log Meeting in Docs

Creates a detailed entry in Google Docs for the meeting.

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

or pick a common variation below

Document Sales Orders in Google Docs from QuickBooks Entries

Google Docs + QuickBooks

Create Work Logs in Google Docs from QuickBooks Time Entries

Google Docs + QuickBooks

Create Budget Trackers in Google Docs from QuickBooks Entries

Google Docs + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log client meetings in Google Docs from QuickBooks appointments"

Log client meetings in Google Docs from QuickBooks appointments

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 Google Docs + QuickBooks.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

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

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

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.

Related apps

Notion

Workspace Collaboration

Microsoft Teams

Team Collaboration

Xero

Cloud Accounting

Microsoft Excel

Spreadsheets

Get Started with DryMerge

Home Contact Pricing Privacy Policy Terms of Service Limited Use