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

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

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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

No items found.

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.