How can I filter for specific types of payments?

DryMerge allows you to filter payments by their type. Specify the payment types you're interested in, such as partial payments or full payments, and DryMerge will filter accordingly.

Can I use this with Oracle CX instead of Salesforce?

Yes, you can use this with Oracle CX instead of Salesforce. Describe the necessary changes, and DryMerge will configure the automation accordingly.

Which roles find this automation useful and why?

This automation is useful for account managers and support teams who need to maintain up-to-date payment statuses to manage customer accounts efficiently.

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QuickBooks + Salesforce

Update Salesforce Account Status with QuickBooks Payment Information

Keep your Salesforce account status accurate by updating it whenever a payment is recorded in QuickBooks. This ensures that your CRM reflects the latest payment status, helping your sales and support teams manage accounts effectively.

Payment Recorded

Triggers when a payment is recorded in QuickBooks.

Update Account Status

Updates the account status in Salesforce.

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

or pick a common variation below

Create Salesforce Campaigns from QuickBooks Payment Plans

QuickBooks + Salesforce

Update Salesforce custom fields with Quickbooks data changes

QuickBooks + Salesforce

Update Salesforce Contracts with QuickBooks Subscription Changes

QuickBooks + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Salesforce account status with QuickBooks payment information"

Update Salesforce account status with QuickBooks payment information

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 + Salesforce.

New Customer

Triggers when a new customer is created in QuickBooks

New Invoice

Triggers when a new invoice is created in QuickBooks

New Payment

Triggers when a new payment is recorded in QuickBooks

New Vendor

Triggers when a new vendor is created in QuickBooks

New Bill

Triggers when a new bill is created in QuickBooks

New Expense

Triggers when a new expense is recorded in QuickBooks

New Estimate

Triggers when a new estimate is created in QuickBooks

New Purchase Order

Triggers when a new purchase order is created in QuickBooks

New Sales Receipt

Triggers when a new sales receipt is created in QuickBooks

New Time Activity

Triggers when a new time activity is recorded in QuickBooks

Create Customer

Creates a new customer in QuickBooks

Create Invoice

Creates a new invoice in QuickBooks

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.