Microsoft Teams

QuickBooks

Retrieve Customer Info Instantly

Enhance your support efficiency. Get customer details with a simple message. Streamline communication effortlessly.

When this happens...

New Chat Message

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

automatically do this!

Get Customer

Returns info about 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.

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 support teams to access crucial customer data right from their chat interface. Whenever a new message arrives, the automation triggers a lookup in Quickbooks to retrieve relevant customer information. This reduces response times, minimizes manual data entry, and enhances the overall customer service experience, allowing agents to resolve inquiries more effectively and with greater context.