QuickBooks
Microsoft Outlook

Automate Contact Retrieval Post Invoice

Streamline your invoice processes. Automatically fetch relevant contacts. Enhance communication efficiency.

When this happens...

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

-

automatically do this!

List Contacts
Get a contact collection from the default contacts folder,

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
Move Email to Folder
Moves an email to the specified folder in Microsoft Outlook.
Remove Label from Email
Removes a label/category from an email in Microsoft Outlook.
Reply to Email
Reply to an email in Microsoft Outlook.
Send Email
Send an email to one or multiple recipients,
Update Contact
Add a contact to the root Contacts folder,
Find Email
Search for an email in Microsoft Outlook.

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

Integrating QuickBooks with Microsoft Outlook allows for a seamless workflow when a new invoice is generated. This automation triggers the retrieval of relevant contacts, ensuring that your team can promptly follow up on billing inquiries or customer communications. By reducing manual data entry, this integration enhances productivity, allowing your team to focus on delivering outstanding customer service and improving response times. Experience a more organized approach to invoice management and contact engagement.

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