Freshchat
QuickBooks

Initiate Customer Search Automatically

Streamline customer queries effortlessly. Empower agents with instant information. Enhance support efficiency with AI-driven workflows.

When this happens...

New Conversation Started
Trigger new event when a new conversation is started for a user.

-

automatically do this!

Search Customers
Searches for customers.

Explore Triggers and Actions

New Conversation Started
Trigger new event when a new conversation is started for a user.
New Message Received
Trigger new event when a new message is received in a conversation.
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

Freshchat

and

QuickBooks

, and how they work together to automate your workflows.

About

Freshchat

Freshchat is a versatile customer messaging platform offering live chat and AI chatbots to enhance customer support and engagement.

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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

Freshchat

+

QuickBooks

= Perfect Match

By integrating Freshchat and QuickBooks, you enable a seamless flow of information between customer support and financial data. When a new conversation is initiated in Freshchat, the system triggers an automatic search for corresponding customer information in QuickBooks. This minimizes manual data entry, allows support agents to respond more quickly, and ultimately enhances customer satisfaction. With efficient data retrieval at their fingertips, your team can focus on resolving issues rather than searching for information.

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