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.

Add Attachment To Issue

Adds an attachment to an issue,

Add Comment To Issue

Adds a new comment to an issue,

Add Multiple Attachments To Issue

Adds multiple attachments to an issue.

Add Watcher To Issue

Adds a user as a watcher of an issue by passing the account ID of the user, For example, `5b10ac8d82e05b22cc7d4ef5`, If no user is specified the calling user is added.

Assign Issue

Assigns an issue to a user.

Create Custom Field Options (Context)

Create a context for custom field options.

Create Issue

Creates an issue or, where the option to create subtasks is enabled in Jira, a subtask,

Create Jira Version in project

Creates a project version.,

Delete Project

Deletes a project,

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.