Microsoft Outlook

QuickBooks

Instant Customer Data Retrieval

Streamline customer onboarding seamlessly. Trigger actions with new contact events instantly. Enhance support with immediate data access.

When this happens...

New Contact Event (Instant)

Trigger new event when a new Contact is created

automatically do this!

Get Customer

Returns info about a customer.

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Explore Triggers and Actions

New Attachment Received (Instant)

Trigger new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.

New Contact Event (Instant)

Trigger new event when a new Contact is created

New Email Event (Instant)

Trigger new event when an email is received in specified folders.

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 Outlook

and

QuickBooks

, and how they work together to automate your workflows.

About

Microsoft Outlook

Microsoft Outlook centralizes email and calendars, crucial for support teams to streamline customer communication and enhance service delivery.

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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.

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Why

Microsoft Outlook

+

QuickBooks

= Perfect Match

Integrating Microsoft Outlook with QuickBooks allows businesses to automate the retrieval of customer information as soon as a new contact is created. This efficient system reduces manual data entry and accelerates response times in customer support situations. By having immediate access to customer data, teams can provide timely and informed assistance, ultimately improving customer satisfaction and operational efficiency.