RingCentral
QuickBooks

Effortless Customer Lookup

Streamline your customer response process. Instantly access customer data with each outbound message. Enhance your support efficiency today.

When this happens...

New Outbound Message Event (Instant)
Trigger new event for each outbound message event. This only includes the event, not the actual message.

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automatically do this!

Get Customer
Returns info about 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 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

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 allows your support team to access customer information efficiently. As soon as an outbound message is sent, a trigger activates, pulling up relevant customer data from QuickBooks. This seamless connection reduces the time spent manually searching for information, enhancing responsiveness and improving overall customer satisfaction. Make your customer interactions smarter and faster by automating your workflow.

Popular App Usecases

Instant Customer Creation
Automatically create customers with every incoming call.
Streamline Call Management
Turn every call into a productive subitem for tracking.
Instantly Create New Contacts
Automatically add new contacts with each inbound call.
Seamless Issue Updates
Automatically update issues from RingCentral notifications.
Instant Event Details Retrieval
Connect notifications to calendar events for smooth operations.
Streamline Event-Driven Data Retrieval
Automatically pull data matching specific criteria for quick insights.
Streamline Call Recordings to Issue
Automatically transition issues based on recorded calls.
Streamline Contact Management
Automatically update contacts based on new recordings.
Streamline Task Status Updates
Automate task status retrieval with each new call recording.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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