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.
Search Invoices
Searches for invoices.
Create AP Aging Detail Report
Creates an AP aging report in Quickbooks Online.
Create Customer
Creates a customer.
Create Bill
Creates a bill.
Create Estimate
Creates an estimate.
Create Invoice
Creates an invoice.
Create Payment
Creates a payment.
Create Purchase Order
Creates a purchase order.
Create Profit and Loss Detail Report
Creates a profit and loss report in Quickbooks Online.

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.

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
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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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