RingCentral
QuickBooks

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.

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.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

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
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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.

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