QuickBooks
Microsoft Outlook

Automate Contact Creation from Invoices

Streamline your contact management. Instantly add new contacts with updated invoices. Enhance communication efficiency.

When this happens...

New Invoice Updated
Trigger new event when an invoice is updated.

-

automatically do this!

Create Contact
Add a contact to the root Contacts folder,

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

By automating the process of adding contacts based on updated invoices, businesses can significantly reduce manual entry errors and time spent managing contacts. This integration between Quickbooks and Microsoft Outlook allows for seamless data flow, ensuring that sales and customer support teams have the most current customer information at their fingertips. Faster access to accurate contact details leads to improved communication and faster response times, ultimately enhancing customer satisfaction and operational efficiency.

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