Can I filter for clients in specific industries?

Yes, you can set criteria in QuickBooks for the industries you are interested in, and DryMerge will filter the notifications accordingly.

Can I send the notification to a specific team or project in Teamwork?

Absolutely, you can specify which team or project should receive these notifications.

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

Sales and business development teams use this automation to stay aware of new clients and engage with them efficiently.

QuickBooks + Teamwork

Notify Teamwork of New QuickBooks Clients

Keep everyone in your team updated by sending notifications in Teamwork whenever a new client is added in QuickBooks. This keeps your team informed about new business relationships and opportunities.

New Client

Triggers when a new client is added in QuickBooks.

Send Notification

Notifies the team in Teamwork about the new QuickBooks client.

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

or pick a common variation below

Notify Teamwork of New QuickBooks Invoice

QuickBooks + Teamwork

Notify Teamwork of New QuickBooks Estimates

QuickBooks + Teamwork

Notify Teamwork of Recurring QuickBooks Invoices

QuickBooks + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Notify Teamwork of new QuickBooks clients"

Notify Teamwork of 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 + Teamwork.

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.

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.