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
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

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

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