RingCentral
QuickBooks

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.
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Explore Triggers and Actions

Triggers
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Actions
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New Call Recording
Trigger new events when a call recording is created
New Missed Inbound Call (Instant)
Trigger new event each time an incoming call is missed
New Event (Instant)
Trigger new event for each notification from RingCentral of a specified type
New Inbound Call (Instant)
Trigger new event on each incoming call
New Inbound Fax (Instant)
Trigger new event on each incoming fax
New Inbound Message Event (Instant)
Trigger new event for each status change of inbound messages of a specific type
New Inbound SMS (Instant)
Trigger new event on each incoming SMS
New Outbound Call (Instant)
Trigger new event on each outgoing call
New Outbound Message Event (Instant)
Trigger new event for each outbound message event. This only includes the event, not the actual message.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

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.

Similar integrations
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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
No items found.

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.

Popular App Usecases

Streamline Outbound Messaging Tasks
Optimize communication by automating contact management.
Streamlined Outbound Calls
Seamlessly connect calls with your contact database.
Generate Leads from Outbound Messages
Automatically create leads from outbound messages.
Efficient Customer Updates
Streamline customer updates from calls efficiently.
Automate Contact Deletion
Automatically delete contacts after outbound calls.
Streamline Outbound Call Notifications
Instantly add users to issue watchers during outbound calls.
Update Contacts for Missed Calls
Stay organized by updating contacts after missed calls.
Efficient Call Follow-Up
Automatically generate follow-up tasks for missed calls.
Automate Missed Call Follow-ups
Convert missed calls into tasks effortlessly.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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