RingCentral
QuickBooks

Instant Call Item Lookup

Streamline your support workflow effortlessly. Instantly access item details during calls. Boost customer satisfaction with quick responses.

When this happens...

New Inbound Call (Instant)
Trigger new event on each incoming call

-

automatically do this!

Search Items
Searches for items.

Explore Triggers and Actions

New Call Recording
Trigger new events when a call recording is created
New Missed Inbound Call (Instant)
Trigger new event each time an incoming call is missed
New Event (Instant)
Trigger new event for each notification from RingCentral of a specified type
New Inbound Call (Instant)
Trigger new event on each incoming call
New Inbound Fax (Instant)
Trigger new event on each incoming fax
New Inbound Message Event (Instant)
Trigger new event for each status change of inbound messages of a specific type
New Inbound SMS (Instant)
Trigger new event on each incoming SMS
New Outbound Call (Instant)
Trigger new event on each outgoing call
New Outbound Message Event (Instant)
Trigger new event for each outbound message event. This only includes the event, not the actual message.
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

About the apps

Learn more about

RingCentral

and

QuickBooks

, and how they work together to automate your workflows.

About

RingCentral

RingCentral offers a complete cloud communications platform crucial for efficient customer support, enhancing communication and service delivery.

Similar integrations
No items found.

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.

Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks allows for real-time item searches during incoming calls. This high-value automation significantly reduces wait times, enabling support agents to provide immediate information to customers. By reducing manual lookup processes, the workflow enhances overall efficiency and improves service delivery. The seamless orchestration of these tools ensures that your team is always prepared with the necessary data at their fingertips, ultimately leading to a more satisfying customer experience.

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