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.
Get StartedSee Ayudo in action

Explore Triggers and Actions

Triggers
(
0
)
Actions
(
0
)
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
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

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.

Popular App Usecases

Instantly Update Contacts from Chat
Keep your contacts up-to-date seamlessly and promptly.
Instant Contact Creation from Messages
Effortlessly manage contacts from team discussions.
Instant Contact Creation
Automatically create contacts from new chat messages.
Automatically Add Team Contacts
Create contacts instantly from new messages.
Streamline Contact Updates
Automatically update contacts when a new message is posted.
Instant Ticket Retrieval
Automatically fetch the ticket associated with new chat messages.
Transform Messages into Tickets
Effortlessly create support tickets from chat messages.
Eliminate Contacts via Messaging
Effortlessly delete contacts from your database via chat.
Locate Contacts from Chat
Quickly search for contacts by chat message.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

Schedule a Demo
Resources
IntegrationsBlogWorkflow Gallery
Guides
AI Customer ServiceAI ChatbotAI HelpdeskAI Knowledge BaseAI Customer Service AgentHelpdesk SoftwareTicketing System Software
Alternatives
DecagonFreshdeskZendesk
About
About UsTeamContact UsPricing
Legal
Privacy PolicyTerms of ServiceCookie Policy

© Copyright 2026. All Rights Reserved.