Microsoft Teams

QuickBooks

Instant Customer Lookup

Effortlessly identify customers. Improve response time with instant access. Leverage chat interactions for swift service.

When this happens...

New Chat Message

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

automatically do this!

Search Customers

Searches for customers.

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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

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Why

Microsoft Teams

+

QuickBooks

= Perfect Match

In today’s fast-paced support environment, speed and accuracy are paramount. By integrating Microsoft Teams with QuickBooks, support agents can instantly access customer information when new chat messages are received. This seamless connection minimizes the time spent on manual searches, allowing agents to focus on resolving issues quickly, enhancing overall customer satisfaction and support efficiency.