RingCentral
QuickBooks

Instant SMS to Customer Setup

Transform SMS interactions into customer records. Automate data entry for seamless support. Enhance your workflows with immediate actions.

When this happens...

New Inbound SMS (Instant)
Trigger new event on each incoming SMS

-

automatically do this!

Create Customer
Creates 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.
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

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 SMS communication with your customer relationship management system streamlines data handling, saving time and reducing errors. Each new inbound SMS can trigger the creation of a customer profile, ensuring that every interaction is captured efficiently. This high-value automation eliminates manual entry, enabling your support team to focus on resolving issues and enhancing overall customer satisfaction.

Popular App Usecases

Instant SMS Comments for Issues
Automate issue comments upon receiving SMS.
Automate Task Deletion
Automatically remove tasks when calls come in.
Efficient Lead Creation
Instantly create leads from new inbound messages.
Automate SMS Issue Tracking
Streamline issue management with automatic SMS alerts.
Streamline Issue Management
Transform inbound messages into actionable issue transitions.
Rename Items on Incoming Calls
Instantly update item names with every new call received.
Instantly Find Support Tickets
Effortlessly link notifications to ticket searches.
Automate Task Creation Seamlessly
Transform notifications into actionable tasks effortlessly.
Automate Task Creation from Calls
Instantly turn calls into tasks to boost productivity.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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