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.
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
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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

Enhanced Customer Issue Management
Easily attach multiple files to customer issues for seamless resolution.
Automate Issue Tracking Notifications
Automatically alert teams about new customer-related issues.
Automate Item Creation
Streamline item management for maximum productivity.
Streamline Task Management Flow
Automatically add tasks when items change.
Automate Task Story Listing
Simplify task management by automating story retrieval.
Automatically Rename New Items
Instantly update item names with new entries in your system.
Automated Task Creation Workflow
Create tasks effortlessly when new items are added.
Create Opportunities from New Items
Automatically convert new items into potential sales leads.
Quickly Locate Invoice Contacts
Instantly find contacts tied to updated invoices.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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