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 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.

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 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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