QuickBooks
Salesflare

Streamlined Customer Updates

Enhance contact accuracy effortlessly. Connect customer updates seamlessly. Boost support efficiency instantly.

When this happens...

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

-

automatically do this!

Update Contact
Updates a contact.
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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.
Find Opportunity
Finds opportunities according to props configured, if no prop configured returns all opportunities
Find Account
Finds accounts according to props configured, if no prop configured returns all accounts,
Find Contact
Finds contacts according to props configured, if no prop configured returns all contacts
Find Person
Finds people according to props configured, if no prop configured returns all people
Find Pipeline Stage
Finds pipeline stages according to props configured, if no prop configured returns all stages
Find Users
Finds users according to props configured, if no prop configured returns all users
Find Workflow
Finds workflows according to props configured, if no prop configured returns all workflows,
Remove Contact From Workflow
Remove a contact from a workflow
Update Account
Update an account

About the apps

Learn more about

QuickBooks

and

Salesflare

, 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

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

Similar integrations
No items found.

Why

QuickBooks

+

Salesflare

= Perfect Match

Integrating Quickbooks with Salesflare allows for real-time updates of customer information. This reduces manual entry and errors, leading to quicker resolution times for customer inquiries. By automating the customer update process, businesses can streamline their workflows and enhance overall productivity, ensuring that customer support teams have access to the most accurate and up-to-date information without additional effort.

Popular App Usecases

Enhance Invoice Management
Easily manage invoices with automatic issue updates.
Invoice Changes Update Contacts
Automatically sync contact details with invoice updates.
Locate Contacts on Invoice Update
Update invoices seamlessly and locate relevant contacts quickly.
Automate Issue Assignment Effortlessly
Automatically assign issues upon new invoice creation.
Attach Invoices to Issues
Automate attachment of invoices to support issues.
Sync Invoice Creation to Contact
Automatically sync new invoices with contact records.
Comment on Updated Invoices
Automatically link invoice changes to relevant issue discussions.
Instant Customer Data Retrieval
Automatically sync customer updates for quick access.
Sync New Customers Automatically
Automatically update contacts for new customers in real-time.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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