Microsoft Teams
QuickBooks

Instant Customer Updates

Enhance customer support efficiency. Automatic updates streamline communication. Keep your records current effortlessly.

When this happens...

New Chat Message
Trigger new event when a new message is received in a chat

-

automatically do this!

Update Customer
Updates 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
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

Integrating Microsoft Teams with QuickBooks allows businesses to automate crucial customer updates when a new chat message is received. This seamless connection eliminates the need for manual entry, significantly reducing errors and saving valuable time for support teams. By ensuring that customer data is always accurate and up-to-date, companies can improve their service quality and foster better relationships with their clients.

Built by folks who built