How can I filter for specific invoice updates?

DryMerge allows you to filter invoice updates by criteria such as update type, date, or amount changes. Define your criteria, and DryMerge will handle the rest.

Can I customize the details added to the notes in Pipedrive?

Yes, you can customize the information included in the Pipedrive notes. Provide the specifics, and DryMerge will set up the automation accordingly.

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

This automation is valuable for sales reps and account managers who need to keep comprehensive records of client payment histories for better follow-up and service.

Home Contact Pricing Apps Blog

Pipedrive + QuickBooks

Track Detailed Payment History in Pipedrive from QuickBooks

Maintain a thorough record of client transactions by logging detailed payment history in Pipedrive whenever an invoice is updated in QuickBooks. This automation helps your sales team keep precise records and streamline follow-up actions.

Invoice Updated

Triggers when an invoice is updated in QuickBooks.

Create Payment Note

Adds a detailed payment note to the corresponding Pipedrive deal.

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

or pick a common variation below

Create Customer Profiles in Pipedrive from QuickBooks Records

Pipedrive + QuickBooks

Log Payment Details in Pipedrive from QuickBooks Transaction Records

Pipedrive + QuickBooks

Add Notes to Pipedrive from QuickBooks Payment Records

Pipedrive + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track detailed payment history in Pipedrive from QuickBooks"

Track detailed payment history in Pipedrive from QuickBooks

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 Pipedrive + QuickBooks.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

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

HubSpot

CRM Platform

Salesforce

Sales CRM

Xero

Cloud Accounting

Microsoft Excel

Spreadsheets

Get Started with DryMerge

Start automating today.

Home Contact Pricing Privacy Policy Terms of Service Limited Use