Microsoft Teams
QuickBooks

Instant Customer Search from Teams

Seamlessly connect communication and finance. Instantly find customer information. Enhance support efficiency.

When this happens...

New Channel Message
Trigger new event when a new message is posted in a channel

-

automatically do this!

Search Customers
Searches for customers.

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
Update Invoice
Updates an invoice.
Update Item
Updates an item.
Void Invoice
Voids an invoice.

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.

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
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Why

Microsoft Teams

+

QuickBooks

= Perfect Match

Integrating Microsoft Teams with Quickbooks allows you to streamline your customer support workflows. By triggering a search for customer information when a new message is posted in Teams, your support team can quickly access vital details, reducing response times and manual tasks. This integration not only enhances productivity but also ensures that customer interactions are informed and efficient, leading to higher satisfaction rates.

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