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 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
No items found.

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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