RingCentral
QuickBooks

Instant SMS Customer Lookup

Effortlessly connect inbound messages to customer profiles. Speed up resolution processes with automation. Enhance support workflows with seamless integration.

When this happens...

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

-

automatically do this!

Search Customers
Searches for customers.
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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.
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
No items found.

Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating inbound SMS with customer search functionality streamlines support operations. Whenever a new SMS arrives, the system immediately triggers a customer search, minimizing response time and maximizing efficiency. This integration reduces the risk of manual errors and ensures support representatives have instant access to relevant customer information, leading to quicker resolutions and improved customer satisfaction.

Popular App Usecases

Streamline Outbound Messaging Tasks
Optimize communication by automating contact management.
Streamlined Outbound Calls
Seamlessly connect calls with your contact database.
Generate Leads from Outbound Messages
Automatically create leads from outbound messages.
Efficient Customer Updates
Streamline customer updates from calls efficiently.
Automate Contact Deletion
Automatically delete contacts after outbound calls.
Streamline Outbound Call Notifications
Instantly add users to issue watchers during outbound calls.
Update Contacts for Missed Calls
Stay organized by updating contacts after missed calls.
Efficient Call Follow-Up
Automatically generate follow-up tasks for missed calls.
Automate Missed Call Follow-ups
Convert missed calls into tasks effortlessly.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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