Streamline Customer Onboarding

Transform your customer setup process. Automatically gather essential contacts. Enhance support with real-time data.

When this happens...

New Customer Created

Trigger new event when a new customer is created.

automatically do this!

List Contacts

Get a contact collection from the default contacts folder,

Get Started See Ayudo in action

Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

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 Outlook allows businesses to efficiently manage new customer data. When a customer is created in Quickbooks, relevant contact details can be instantly pulled from Outlook's default contacts folder. This seamless automation not only saves time but also minimizes manual errors, enabling customer support teams to respond faster and more accurately, ultimately improving the customer experience during onboarding.