Instant Customer Lookup Automation

Integrate messaging with customer data effortlessly. Ensure quick access to client information. Streamline support processes with precision.

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!

Search Customers

Searches for customers.

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Explore Triggers and Actions

New Voicemail Message (Instant)

Trigger new event when a new voicemail message is received

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.

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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.

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Why

RingCentral

+

QuickBooks

= Perfect Match

When your support team receives new inbound messages, efficiency becomes crucial for maintaining customer satisfaction. By integrating RingCentral with QuickBooks, this automation allows you to instantly search for customer records based on new message events. This reduces the time spent manually looking up client information, improving response times and ensuring your team has the data they need to assist customers effectively.