Seamless Customer Issue Transition

Effortlessly manage new customer creations. Automate issue transitions in real-time. Enhance your workflow efficiency.

When this happens...

New Customer Created

Trigger new event when a new customer is created.

automatically do this!

Transition Issue

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

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Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

Update Comment

Updates a comment,

Update Issue

Updates an issue. A transition may be applied and issue properties updated as part of the edit,

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

Integrating QuickBooks with Jira streamlines your issue management process whenever a new customer is added. By triggering an automatic transition of related issues, your support team can promptly address customer needs without manual intervention. This seamless integration not only reduces response times but also ensures that all relevant information is updated automatically, leading to enhanced productivity and satisfaction for both teams and customers alike.