RingCentral

QuickBooks

Streamline Customer Query Resolution

Instantly respond to customer inquiries. Enhance your support workflow efficiency. Connect messaging with customer data seamlessly.

When this happens...

New Inbound Message Event (Instant)

Trigger new event for each status change of inbound messages of a specific type

automatically do this!

Get Customer

Returns info about a customer.

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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.

Update Invoice

Updates an invoice.

Update Item

Updates an item.

Void Invoice

Voids an invoice.

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.

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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

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Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks enables businesses to automatically capture inbound messages as events. This setup allows for swift retrieval of customer information, reducing the time agents spend on manual lookups. By automating this process, companies can improve response times and overall customer satisfaction, ensuring that support teams have the data they need to assist customers effectively.