RingCentral
QuickBooks

Seamless Customer Creation

Transform outbound calls into customer records. Streamline your workflow effortlessly. Enhance your sales process today.

When this happens...

New Outbound Call (Instant)
Trigger new event on each outgoing call

-

automatically do this!

Create Customer
Creates a customer.
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Explore Triggers and Actions

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Actions
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New Call Recording
Trigger new events when a call recording is created
New Missed Inbound Call (Instant)
Trigger new event each time an incoming call is missed
New Event (Instant)
Trigger new event for each notification from RingCentral of a specified type
New Inbound Call (Instant)
Trigger new event on each incoming call
New Inbound Fax (Instant)
Trigger new event on each incoming fax
New Inbound Message Event (Instant)
Trigger new event for each status change of inbound messages of a specific type
New Inbound SMS (Instant)
Trigger new event on each incoming SMS
New Outbound Call (Instant)
Trigger new event on each outgoing call
New Outbound Message Event (Instant)
Trigger new event for each outbound message event. This only includes the event, not the actual message.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

About the apps

Learn more about

RingCentral

and

QuickBooks

, and how they work together to automate your workflows.

About

RingCentral

RingCentral offers a complete cloud communications platform crucial for efficient customer support, enhancing communication and service delivery.

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
No items found.

Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks facilitates a high-value automation process that transforms each outbound call into a new customer record. This integration eliminates the tedious manual entry of customer information, allowing your team to focus on what truly matters: enhancing customer relationships. By automating this crucial step, businesses can ensure that no opportunity is missed while significantly increasing operational efficiency and accuracy.

Popular App Usecases

Instant Task Creation from Notifications
Automate tasks directly from your notifications for maximum productivity.
Swift Task Retrieval via Events
Automatically synchronize task data from notifications.
Streamline Task Management
Transform notifications into tasks in precise project sections.
Record Calls to Task Insights
Transform call recordings into actionable task insights.
Remove Contacts After Calls
Streamline contact management by removing unnecessary entries.
Automated Customer Creation
Turn call recordings into new customer entries instantly.
Automate Call Recording Classification
Automatically classify call recordings into defined categories.
Automate Contact Management
Effortlessly manage contacts with every outbound message.
Notify Issue Watchers Instantly
Automatically notify watchers about new messages.

Built by folks who built

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From voice to workflows, see Ayudo in action.

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