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

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

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.