Integration

Connect BigMailer to QuickBooks Online

When something happens in BigMailer, your agent does the next thing in QuickBooks Online. Describe it in plain language and the automation is built, tested on every branch and kept running.

BigMailer1 triggerBigMailer35 actionsQuickBooks Online11 triggersQuickBooks Online45 actions

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What do you want BigMailer and QuickBooks Online to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with BigMailer and QuickBooks Online

Triggers and actions 12 triggers · 80 actions

Trigger
New Contact
Triggered when a new contact is created in a BigMailer brand.
Action
Add/Update Contact
Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.
Action
Create a bulk campaign
Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.
Action
Create an RSS campaign
Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.
Action
Create a transactional campaign
Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.
Action
Create list
Creates a new contact list inside a BigMailer brand.
Action
Create segment
Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.
Action
Create template
Creates a reusable email or landing-page template in a BigMailer brand.
Action
Delete contact
Deletes a contact from a BigMailer brand, by contact ID or email address.
Action
Delete list
Deletes a contact list from a BigMailer brand.
Action
Delete segment
Deletes a segment from a BigMailer brand.
Action
Delete template
Deletes a template from a BigMailer brand.
Action
Get brand
Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.
Action
Get bulk campaign
Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.
Action
Get contact
Returns one BigMailer contact by ID or email address, including its custom field values.
Action
Get list
Returns one contact list from a BigMailer brand.
Action
Get RSS campaign
Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.
Action
Get segment
Returns one segment from a BigMailer brand, including the conditions that define it.
Action
Get template
Returns one template from a BigMailer brand, including its HTML.
Action
Get transactional campaign
Returns one transactional campaign from a BigMailer brand, including its content and send statistics.
Action
List brands
Lists the brands in your BigMailer account.
Action
List bulk campaigns
Lists the bulk campaigns in a BigMailer brand.
Action
List contacts
Lists the contacts in a BigMailer brand, optionally limited to one list.
Action
List lists
Lists the contact lists in a BigMailer brand.
Action
List RSS campaigns
Lists the RSS campaigns in a BigMailer brand.
Action
List segments
Lists the segments in a BigMailer brand.
Action
List senders
Lists the sending identities in a BigMailer brand.
Action
List templates
Lists the templates in a BigMailer brand.
Action
List transactional campaigns
Lists the transactional campaigns in a BigMailer brand.
Action
Update a bulk campaign
Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update an RSS campaign
Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update a transactional campaign
Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update brand
Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.
Action
Update list
Renames an existing contact list inside a BigMailer brand.
Action
Update segment
Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.
Action
Update template
Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.
Trigger
New bill
Polls for newly created bills (accounts payable), most recent first.
Trigger
New customer
Polls for newly created customers, most recent first.
Trigger
New estimate
Fires when a new estimate is created in QuickBooks Online.
Trigger
New invoice
Polls for newly created invoices, most recent first.
Trigger
New or updated customer
Fires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimate
Fires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoice
Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated item
Fires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendor
Fires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoice
Polls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New payment
Polls for newly created customer payments, most recent first.
Action
Create account
Create an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create bill
Creates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memo
Creates a new credit memo for a customer with a single line item.
Action
Create customer
Creates a new customer in QuickBooks Online.
Action
Create estimate
Create a QuickBooks Online estimate (quote) for a customer.
Action
Create expense (purchase)
Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
Action
Create invoice
Creates a new invoice for a customer with a single line item.
Action
Create item (product/service)
Creates a new product or service item.
Action
Create journal entry
Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create payment
Records a customer payment, optionally applied against a specific invoice.
Action
Create refund receipt
Creates a new refund receipt for a customer with a single line item.
Action
Create sales receipt
Creates a new sales receipt for a customer with a single line item.
Action
Create vendor
Creates a new vendor in QuickBooks Online.
Action
Delete bill
Permanently delete a QuickBooks bill by Id.
Action
Delete credit memo
Permanently delete a QuickBooks credit memo by Id.
Action
Delete estimate
Permanently delete a QuickBooks estimate by Id.
Action
Delete invoice
Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receipt
Permanently delete a QuickBooks sales receipt by Id.
Action
Find account by name
Look up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by name
Searches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by number
Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by name
Look up a QuickBooks product or service item by its name.
Action
Find vendor by name
Look up a QuickBooks Online vendor by display name.
Action
Get bill balance
Returns the outstanding balance for a bill by its Id.
Action
Get customer by ID
Retrieves a single customer by its Id.
Action
Get estimate by ID
Retrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDF
Download the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by ID
Retrieves a single invoice by its Id, including its balance.
Action
Get invoice PDF
Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accounts
List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachments
List the files attached to a QuickBooks transaction or record, with their download links.
Action
List employees
List employees recorded in QuickBooks Online.
Action
List items
List products and services (items) defined in QuickBooks Online.
Action
Pay bill
Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run query
Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimate
Email a QuickBooks Online estimate to the customer.
Action
Send invoice
Emails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customer
Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimate
Update an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoice
Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
Action
Update item
Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendor
Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachment
Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoice
Voids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void payment
Voids an existing customer payment. Requires the payment Id and current SyncToken.

Each app on its own

The other way round: QuickBooks Online to BigMailer