QuickBooks
Microsoft Outlook

Streamline Contact Discovery

Boost your productivity effortlessly. Instantly find contacts related to new invoices. Elevate your customer support interactions.

When this happens...

New Invoice Created
Trigger new event when a new invoice is created.

-

automatically do this!

Find Contacts
Finds contacts with the given search string.

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
Download Attachment
Downloads an attachment to the /tmp directory.
Add Label to Email
Adds a label/category to an email in Microsoft Outlook.
Approve Workflow
Suspend the workflow until approved by email.
Create Contact
Add a contact to the root Contacts folder,
Create Draft Email
Create a draft email,
Find Contacts
Finds contacts with the given search string.
List Contacts
Get a contact collection from the default contacts folder,
List Folders
Retrieves a list of all folders in Microsoft Outlook.
List Labels
Get all the labels/categories that have been defined for a user.

About the apps

Learn more about

QuickBooks

and

Microsoft Outlook

, and how they work together to automate your workflows.

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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About

Microsoft Outlook

Microsoft Outlook centralizes email and calendars, crucial for support teams to streamline customer communication and enhance service delivery.

Similar integrations
No items found.

Why

QuickBooks

+

Microsoft Outlook

= Perfect Match

Enhancing your workflows with automated processes can significantly reduce manual tasks and streamline communication. When a new invoice is generated in QuickBooks, the system automatically triggers a search for relevant contacts in Microsoft Outlook. This integration not only speeds up your response time but also ensures that your team has the necessary information at their fingertips, ultimately leading to improved customer satisfaction and more efficient operations.

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