Microsoft Teams

QuickBooks

Transform Channel Message into Customer

Streamline customer onboarding effortlessly. Capture messages and convert them directly into customer records. Enhance communication efficiency with every interaction.

When this happens...

New Channel Message

Trigger new event when a new message is posted in a channel

automatically do this!

Create Customer

Creates a customer.

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Explore Triggers and Actions

New Channel Message

Trigger new event when a new message is posted in a channel

New Channel

Trigger new event when a new channel is created within a team

New Chat Message

Trigger new event when a new message is received in a chat

New Team Member

Trigger new event when a new member is added to a team

New Chat

Trigger new event when a new chat is created

New Team

Trigger new event when a new team is joined by the authenticated user

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

Microsoft Teams

and

QuickBooks

, and how they work together to automate your workflows.

About

Microsoft Teams

Microsoft Teams centralizes chat, meetings, and tasks, essential for support teams to streamline customer communication and enhance 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

Microsoft Teams

+

QuickBooks

= Perfect Match

Integrating Microsoft Teams with QuickBooks allows businesses to automate the process of creating customer records from channel messages. When a new message is posted in a team channel, this seamless workflow triggers the system to generate a customer entry in QuickBooks without any manual intervention. This not only reduces administrative workload but also speeds up customer service and ensures accurate data entry, enabling support teams to respond more quickly and effectively to client needs.