Streamlined Customer Issue Handling

Seamlessly manage customer updates. Ensure timely issue transitions. Enhance support workflows efficiently.

When this happens...

New Customer Updated

Trigger new event when a customer is updated.

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 customer updates with issue management is crucial for maintaining efficient support operations. By connecting QuickBooks and Jira through this seamless automation, teams can enhance their responsiveness to customer inquiries. When a customer record is updated, an associated issue in Jira can transition automatically, ensuring relevant information is captured and workflows remain smooth. This reduces manual intervention, allowing agents to focus on resolving issues more effectively and improving customer satisfaction overall.