RingCentral
QuickBooks

Instant Call Customer Updates

Efficiently manage incoming calls. Update customer records seamlessly. Enhance your workflow instantly.

When this happens...

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

-

automatically do this!

Update Customer
Updates a customer.
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Explore Triggers and Actions

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Actions
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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.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

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 your team to automatically update customer information upon receiving inbound calls. This eliminates the need for manual entry, ensuring that all details are accurate and up-to-date. By automating this process, you improve response times and enhance overall customer satisfaction, freeing your team to focus on more critical tasks and facilitating a smoother communication flow.

Popular App Usecases

Streamline Customer Query Resolution
Quickly retrieve customer details from messages.
Instant Contact Syncing
Automatically gather contacts from new inbound messages.
Efficient Ticket Updates
Automatically keep tickets updated with every call received.
Streamline Task Creation via SMS
Automatically create tasks from SMS messages for better project workflow.
Streamline Message Handling
Manage issue comments efficiently with real-time notifications.
Instant Ticket Creation from Calls
Automatically create tickets on incoming calls.
Streamline Call Handling Process
Remove contacts from workflows seamlessly after calls.
Instant Contact Creation
Automatically create contacts from inbound calls.
Instant Contact Creation
Create contacts instantly when receiving calls.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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