Microsoft Teams
QuickBooks

Transform Chat into Customer Accounts

Streamline your customer onboarding process. Automate customer creation from chat messages. Enhance service efficiency effortlessly.

When this happens...

New Chat Message
Trigger new event when a new message is received in a chat

-

automatically do this!

Create Customer
Creates a customer.

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
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

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
No items found.

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

Microsoft Teams

+

QuickBooks

= Perfect Match

By integrating Microsoft Teams with Quickbooks, every new chat message can automatically convert into a customer account. This seamless workflow eliminates the delay of manual entry, ensuring that customer information is captured promptly and accurately. As a result, businesses can not only improve their operational efficiency but also enhance the overall customer experience by allowing support agents to focus on resolving issues rather than data entry. The integration fosters a more responsive and effective customer support environment.

Built by folks who built