Microsoft Teams + QuickBooks Online

Create QuickBooks Online customers from new Microsoft Teams channel messages

Save time and streamline your workflow by creating a new customer in QuickBooks Online whenever there's a new channel message in Microsoft Teams. This automation helps you efficiently manage your customer database while ensuring that important communication details are recorded. Focus on what matters most and enhance your customer experience with this efficient and organized process.

Save time and streamline your workflow by creating a new customer in QuickBooks Online whenever there's a new channel message in Microsoft Teams. This automation helps you efficiently manage your customer database while ensuring that important communication details are recorded. Focus on what matters most and enhance your customer experience with this efficient and organized process.

  1. When this happens...
    Microsoft TeamsMicrosoft Teams
    New Channel Message

    Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • MessageRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • Channel NameRequired

    • Description

    • Favorite for All?

    Action
    Write
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

Related categories

  • Microsoft
  • Team Chat

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quickbooks logo
quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn moreHelp

Related categories

  • Accounting

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