QuickBooks + Zoom
Update Quickbooks with Zoom Meeting Notes
Enhance your customer relationship management by updating Quickbooks records with notes from Zoom meetings. This automation is useful for account managers and client success teams who need to keep detailed notes on client interactions.
Note Saved
Triggers when a meeting note is saved on Zoom.
Update Notes
Updates the record in Quickbooks with meeting notes.
See more QuickBooks to Zoom integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Update quickbooks with Zoom meeting notes"
Update quickbooks with Zoom meeting notes
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.
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+ 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 + Zoom.
New Zoom Recording
Triggers when a new Zoom recording is created
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.
Zoom
Zoom is a cloud-based video conferencing platform that enables virtual meetings, webinars, and collaboration. Host and join video calls, share screens, and integrate with other tools to enhance remote communication.
Related apps
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