RingCentral
QuickBooks

Find Customers from Call Records

Transform call recordings into actionable insights. Effortlessly locate customer information. Enhance customer support efficiency.

When this happens...

New Call Recording
Trigger new events when a call recording is created

-

automatically do this!

Search Customers
Searches for customers.

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.

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
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Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks enables businesses to streamline workflow by automating the search for customer data immediately after a call recording is created. This high-value automation eliminates the need for manual searches, thus saving time and reducing errors. By utilizing AI orchestration, companies can enhance their customer support experience, leading to quicker resolutions and improved client satisfaction.

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