Retrieve Customer from Call

Automate customer data retrieval. Enhance your support team's efficiency. Minimize manual data entry tasks.

When this happens...

New Call Recording

Trigger new events when a call recording is created

automatically do this!

Get Customer

Returns info about a customer.

Get Started See Ayudo in action

Explore Triggers and Actions

New Voicemail Message (Instant)

Trigger new event when a new voicemail message is received

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

About the apps

Learn more about

RingCentral

and

QuickBooks

, and how they work together to automate your workflows.

About

RingCentral

RingCentral offers a complete cloud communications platform crucial for efficient customer support, enhancing communication and service delivery.

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About

QuickBooks

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

Similar integrations

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Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks enables businesses to streamline their customer support processes. When a new call recording is generated, the system automatically retrieves relevant customer information, ensuring representatives have access to critical details without delay. This seamless workflow not only reduces the time spent on manual data gathering but also enhances overall customer experience by providing timely and informed responses, making it a significant upgrade for any customer support operation.