QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions
When this happens (Triggers)
Do this (Actions)
Create task Creates a new task.
Update task Updates an existing task.
Create contact Creates a new contact.
Update contact Updates an existing contact.
Create company Creates a new company.
Update company Updates an existing company.
Create deal Creates a new deal.
Update deal Updates an existing deal.
Call init When a call start.
Call hangup When the call hangup.
Create callback When the caller create a new callback request.
New Account Triggers when you add a new account.
New Bill Triggers when a new bill added.
New Customer Triggers when you add a new customer.
New Estimate Triggers when you add a new estimate .
New Payment Triggers when a new payment is received.
New Invoice Triggers when you add a new invoice.
New Sales Receipt Triggers when you add a new sales receipt.
New Purchase Order Triggers when a new purchase order is added.
New Vendor Triggers when you add a new vendor.
Create an Invoice Create an invoice with line items.
Update an Invoice Updates existing invoice with line items.
Delete an Invoice Delete an invoice.
Void an Invoice Voids an existing invoice.
Create a Account Create an account.
Create a Bill ( Account Based ) Creates a account based new bill .
Create a Customer Create a customer
Create a Vendor Creates a new vendor
Create an Estimate Creates an estimate.
Create a Sales Receipt Creates a new sales receipt.
Update an Estimate Updates an existing estimate.
Create a Payment Creates a payment.
Find Bill Finds bill by doc number.
Find Customer Find customer by email.
Find Vendor Finds vendor by display name.
Find Invoice Finds invoice by doc number.
Get a Bill Retrieves existing bill by ID.
Get a Sales Receipt Retreive existing sales receipt by id.
Get All Sales Term Retreive existing sales term under which a sale is made.
Get All Taxes Retreive existing tax details from QuickBooks account.
Get an Invoice Retreive existing invoice by id.
Create Inventory Product Creates a new item with type inventory.
Create Non-inventory Product Creates a new Product of type non-inventory.
Create Service Creates a new item with type service.
Get Product/Service by Name Get Prodcut/Service details by name.
Get Specific Sales Term by Name Retreive specific sales term by name.
Send a Sales Receipt Sends a sales receipt.
Send an Invoice Send an invoice.
Update a Customer Updates a customer.
Create Class Creates a new class.
Find Class Finds class by display name.
List Items Lists all the Product(items).
List Tax Code Lists all the Tax Codes.
List Estimates Lists all the estimates.
Get Vendor by ID Retrieves vendor details by ID.
Update a Vendor Updates an existing vendor
Create task (Coming soon) Creates a new task.
Create contact (Coming soon) Creates a new contact.
Create company (Coming soon) Creates a new company.