RingCentral
QuickBooks

Instant Item Search on Call

Streamline your call workflow effortlessly. Automatically trigger searches during outbound calls. Enhance customer support efficiency with AI-driven insights.

When this happens...

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

-

automatically do this!

Search Items
Searches for items.

Explore Triggers and Actions

New Voicemail Message (Instant)
Trigger new event when a new voicemail message is received
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

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
No items found.

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 revolutionizes your customer support processes. Each time an outbound call is made, an instant search for relevant items is triggered, ensuring that your team has immediate access to vital information. This integration minimizes manual tasks, speeds up response times, and ultimately enhances the customer experience by providing agents with the right data at the right moment.

Built by folks who built