How can I filter for updates on overdue invoices?

DryMerge allows you to filter for invoice updates based on due dates or other criteria. Define your preferences, and DryMerge will apply the necessary filters.

Can I map invoice statuses to custom stages in Pipedrive?

Yes, you can customize how invoice statuses are mapped to deal stages in Pipedrive. Provide your configuration needs, and DryMerge will adjust the integration.

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

This automation is ideal for sales managers and finance teams who need to keep pipeline statuses up-to-date with financial activities for better decision-making and client management.

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Pipedrive + QuickBooks

Update Pipedrive Status Based on QuickBooks Invoice Status

Ensure that your sales pipeline in Pipedrive reflects the latest invoice payment status updates from QuickBooks. This automation keeps your sales team informed on client payment behaviors, aiding timely follow-ups and accurate financial projections.

Invoice Status Changed

Triggers when an invoice status updates in QuickBooks.

Update Deal Status

Updates the deal status in Pipedrive to reflect the invoice status.

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

or pick a common variation below

Create Pipedrive Tasks from Overdue QuickBooks Invoices

Pipedrive + QuickBooks

Create Pipedrive Activities from QuickBooks Invoice Deadlines

Pipedrive + QuickBooks

Create Pipedrive Notes from QuickBooks Invoice Comments

Pipedrive + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Pipedrive status based on QuickBooks invoice status"

Update Pipedrive status based on QuickBooks invoice status

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.

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