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 Query

Performs a search query against a Quickbooks entity.

Search Services

Search for services.

Search Time Activities

Searches for time activities.

Search Vendors

Searches for vendors.

Send Estimate

Sends an estimate by email.

Send Invoice

Sends an invoice by email.

Update Customer

Updates a customer.

Sparse Update Invoice

Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.

Update Estimate

Updates an estimate.

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.

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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.