QuickBooks
Microsoft Outlook

Effortless Contact Discovery

Streamline your contact search effortlessly. Automate your customer onboarding process. Enhance communication and support efficiency.

When this happens...

New Customer Created
Trigger new event when a new customer is created.

-

automatically do this!

Find Contacts
Finds contacts with the given search string.
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Explore Triggers and Actions

Triggers
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Actions
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New Customer Updated
Trigger new event when a customer is updated.
New Customer Created
Trigger new event when a new customer is created.
New Employee Created
Trigger new event when a new employee is created.
New Employee Updated
Trigger new event when an employee is updated.
New Invoice Created
Trigger new event when a new invoice is created.
New Invoice Updated
Trigger new event when an invoice is updated.
New Item Created
Trigger new event when a new item is created.
New Item Updated
Trigger new event when an item is updated.
New Purchase Created
Trigger new event when a new purchase is created.
Download Attachment
Downloads an attachment to the /tmp directory.
Add Label to Email
Adds a label/category to an email in Microsoft Outlook.
Approve Workflow
Suspend the workflow until approved by email.
Create Contact
Add a contact to the root Contacts folder,
Create Draft Email
Create a draft email,
Find Contacts
Finds contacts with the given search string.
List Contacts
Get a contact collection from the default contacts folder,
List Folders
Retrieves a list of all folders in Microsoft Outlook.
List Labels
Get all the labels/categories that have been defined for a user.

About the apps

Learn more about

QuickBooks

and

Microsoft Outlook

, and how they work together to automate your workflows.

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.

About

Microsoft Outlook

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

Similar integrations
No items found.

Why

QuickBooks

+

Microsoft Outlook

= Perfect Match

Integrating QuickBooks with Microsoft Outlook allows businesses to automate contact retrieval whenever a new customer is added. This high-value automation eliminates manual searches, saving time and ensuring your team has immediate access to relevant contacts. By linking these applications, organizations can improve response times and enhance customer support interactions, ultimately leading to better service and increased satisfaction.

Popular App Usecases

Sync Quickbooks Updates to Asana
Automatically sync updated items to relevant tasks.
Instant Contact Retrieval
Automatically find contacts when new invoices are generated.
Invoice Changes Sync Contacts
Automatically update your contacts upon invoice modifications.
Instant Contact Creation
Automate contact creation with every new invoice.
Streamlined Customer Contact Management
Automate customer updates and contact creation seamlessly.
Automate Ticket Creation Efficiently
Automatically generate helpdesk tickets upon customer updates.
Sync New Customers to Contacts
Automatically list contacts when new customers are added.
Automate Task Updates Efficiently
Automatically sync updated items to relevant tasks.
Streamlined Item Classification
Automatically classify updated items into predefined categories.

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AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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