Freshchat
QuickBooks

Quick Customer Search Automation

Receive customer inquiries instantly. Accelerate customer searches seamlessly. Enhance support efficiency effortlessly.

When this happens...

New Message Received
Trigger new event when a new message is received in a conversation.

-

automatically do this!

Search Customers
Searches for customers.

Explore Triggers and Actions

New Conversation Started
Trigger new event when a new conversation is started for a user.
New Message Received
Trigger new event when a new message is received in a conversation.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

About the apps

Learn more about

Freshchat

and

QuickBooks

, and how they work together to automate your workflows.

About

Freshchat

Freshchat is a versatile customer messaging platform offering live chat and AI chatbots to enhance customer support and engagement.

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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.

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Why

Freshchat

+

QuickBooks

= Perfect Match

Integrating Freshchat with QuickBooks streamlines your customer support workflows by automating the search for customer information. When a new message arrives in Freshchat, an automatic query is triggered to locate the relevant customer in QuickBooks. This reduces response time, minimizes manual input, and allows support agents to focus on resolving issues swiftly, ultimately enhancing customer satisfaction and operational efficiency.

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