RingCentral
QuickBooks

Retrieve Items from Calls

Transform call insights into actionable data. Effortlessly link recordings to item searches. Enhance efficiency with AI-driven workflows.

When this happens...

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

-

automatically do this!

Search Items
Searches for items.

Explore Triggers and Actions

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.

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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

When a new call recording is generated, it often contains valuable information that can be leveraged for efficient item search in your system. By streamlining the process of linking call data to item searches, you reduce the time spent on manual lookups and improve overall productivity. This integration facilitates quick access to pertinent items, ensuring your teams can respond faster to customer needs, ultimately enhancing the quality of service.

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