Can I filter for specific types of invoices?

Yes, DryMerge allows you to filter invoices based on criteria such as amount, client type, or custom fields. Specify your criteria, and DryMerge will handle the rest.

Can I use other survey tools instead of HubSpot?

Yes, you can use other survey tools instead of HubSpot. Describe the required changes, and DryMerge will configure the automation accordingly.

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

Customer success teams use this automation to gather client feedback after invoicing, providing insights to improve customer relationships and service quality.

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HubSpot + QuickBooks

Send Client Satisfaction Surveys from HubSpot for QuickBooks Invoices

Automatically send satisfaction surveys through HubSpot to clients after they receive QuickBooks invoices. This helps in gathering valuable feedback and improving customer relationships.

New QuickBooks Invoice

Triggers when a new invoice is created in QuickBooks.

Send HubSpot Survey

Sends a customer satisfaction survey via HubSpot email.

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

or pick a common variation below

Send HubSpot Follow-Up Emails for New QuickBooks Invoices

HubSpot + QuickBooks

Create HubSpot Tasks for Past Due QuickBooks Invoices

HubSpot + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send client satisfaction surveys from HubSpot for QuickBooks invoices"

Send client satisfaction surveys from HubSpot for QuickBooks 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 HubSpot + QuickBooks.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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.