RingCentral
QuickBooks

Instant Customer Lookup Trigger

Streamline your support workflows effortlessly. Discover relevant customer data immediately. Enhance response times with automated searches.

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.

-

automatically do this!

Search Customers
Searches for customers.

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
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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 outbound message events from RingCentral with customer searches in QuickBooks allows for a significant boost in customer support efficiency. Each time a new outbound message is sent, a corresponding search for customer information can be immediately triggered, ensuring support teams have the context they need at their fingertips. This seamless interaction between communication and financial data reduces manual lookup times, accelerates resolution processes, and improves overall customer satisfaction.

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