QuickBooks
Microsoft Outlook

Quickly Locate Updated Contacts

Streamline your customer management. Reduce time spent searching for contacts. Enhance your support workflow efficiency.

When this happens...

New Customer Updated
Trigger new event when a customer is updated.

-

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.
Move Email to Folder
Moves an email to the specified folder in Microsoft Outlook.
Remove Label from Email
Removes a label/category from an email in Microsoft Outlook.
Reply to Email
Reply to an email in Microsoft Outlook.
Send Email
Send an email to one or multiple recipients,
Update Contact
Add a contact to the root Contacts folder,
Find Email
Search for an email in Microsoft Outlook.

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

When a customer’s information is modified in QuickBooks, it can lead to confusion and inefficiencies in support. This integration triggers an alert to find relevant contacts in Microsoft Outlook based on the new details, ensuring that your team has immediate access to the correct information. By automating this process, you reduce manual searching, save time, and enhance your customer interaction quality, leading to faster resolutions and improved service levels.

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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