QuickBooks Automation

How to connect QuickBooks to Microsoft Teams

Stop dealing with manual data transfer between QuickBooks and Microsoft Teams. This guide shows you how to automatically Send Message in Microsoft Teams whenever Customer Created happens inside QuickBooks.

QuickBooks
QuickBooks
Trigger
→
Microsoft Teams
Microsoft Teams
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you seamless automation between QuickBooks and Microsoft Teams. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose QuickBooks as the first module.

  2. 2

    Configure the trigger

    Select Customer Created inside QuickBooks. Authorize your account and set any filters you need.

  3. 3

    Add the Microsoft Teams action

    Choose "Send Message" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.