Enhance Customer Issue Resolution

Streamline updates from customer records. Automatically attach relevant documents. Boost efficiency in issue tracking.

When this happens...

New Customer Updated

Trigger new event when a customer is updated.

automatically do this!

Add Attachment To Issue

Adds an attachment 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

Automatically attaching documents to customer issues simplifies the resolution process, ensuring that support teams have all relevant information at their fingertips. When a customer record is updated in Quickbooks, the corresponding issue in Jira is enriched with essential attachments, thus reducing manual effort and enhancing the support experience. This seamless integration not only speeds up response time but also increases accuracy in troubleshooting by providing all necessary context directly within the issue management system.