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.

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Explore Triggers and Actions

New Voicemail Message (Instant)

Trigger new event when a new voicemail message is received

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

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

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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.