Streamline Customer Onboarding Process

Effortlessly manage new customer data. Enhance issue resolution with attachments. Elevate your support workflows today.

When this happens...

New Customer Created

Trigger new event when a new customer is created.

automatically do this!

Add Multiple Attachments To Issue

Adds multiple attachments to an issue.

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Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

Get Task

Gets the status of a long-running asynchronous task,

Get All Projects

Gets metadata on all projects,

Get Issue

Gets the details for an issue.

Get Transitions

Gets either all transitions or a transition that can be performed by the user on an issue, based on the issue's status,

Get User

Gets details of user,

Get Users

Gets details of a list of users.

List Issue Comments

Lists all comments for an issue,

Search Issues with JQL

Search for issues using JQL (Jira Query Language).

Transition Issue

Performs an issue transition and, if the transition has a screen, updates the fields from the transition screen,

About the apps

Learn more about

QuickBooks

and

Jira

, and how they work together to automate your workflows.

About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

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About

Jira

Jira is the leading agile project management tool that empowers teams to effectively plan, track, and support software development with confidence and precision.

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Why

QuickBooks

+

Jira

= Perfect Match

By connecting QuickBooks and Jira, this integration streamlines the onboarding process when a new customer is created. Automatically adding multiple attachments to associated issues reduces manual data entry, allowing support teams to focus on resolving customer queries more efficiently. This setup not only speeds up service delivery but also enhances the accuracy of information provided to customers, leading to increased satisfaction and loyalty.