Connect CATS and QuickBooks Online

Both apps 92CATS 36QuickBooks Online 56

• Trigger
  Candidate Updated

  Triggers when a candidate is updated in CATS.

• Trigger
  Company Status Changed

  Triggers when a company's status is changed in CATS.

• Trigger
  Company Updated

  Triggers when a company is updated in CATS.

• Trigger
  Contact Status Changed

  Triggers when a contact's status changes in CATS.

• Trigger
  Contact Updated

  Triggers when a contact is updated in CATS.

• Trigger
  Custom Trigger

  Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).

• Trigger
  Job Status Changed

  Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.

• Trigger
  New Activity

  Triggers when a new activity (call, email, meeting, note) is logged in CATS.

• Trigger
  New Candidate

  Triggers when a new candidate is created in CATS.

• Trigger
  New Company

  Triggers when a new company is created in CATS.

• Trigger
  New Contact

  Triggers when a new contact is created in CATS.

• Trigger
  New Job

  Triggers when a new job order is created in CATS.

• Trigger
  New Pipeline

  Triggers when a candidate is added to a job's pipeline in CATS.

• Trigger
  Pipeline Updated

  Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.

• Action
  Add Candidate to Pipeline

  Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.

• Action
  Change Company Status

  Changes the status of a company in CATS, optionally choosing which status-change triggers fire.

• Action
  Change Contact Status

  Changes the status of a contact in CATS, optionally choosing which status triggers fire.

• Action
  Change Job Status

  Changes the status of a job in CATS, optionally choosing which status triggers fire.

• Action
  Create a Candidate

  Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.

• Action
  Create a Company

  Creates a new company record in CATS and returns its ID.

• Action
  Create a Contact

  Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.

• Action
  Create a Job

  Creates a new job order in CATS and returns its ID.

• Action
  Create a Task

  Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.

• Action
  Find a Candidate

  Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.

• Action
  Find a Company

  Searches CATS companies by text and returns the matching companies.

• Action
  Find a Contact

  Searches CATS contacts by text and returns the matching contacts.

• Action
  Find a Job

  Searches CATS jobs by text and returns the matching jobs.

• Action
  Find a User

  Finds CATS users whose email, username or name matches the search term.

• Action
  Get Activity

  Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.

• Action
  Get Pipeline

  Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.

• Action
  Get Task

  Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.

• Action
  Log Candidate Activity

  Logs an activity (call, email, meeting or other) against a candidate in CATS.

• Action
  Update Candidate

  Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.

• Action
  Update Company

  Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.

• Action
  Update Contact

  Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.

• Action
  Update Pipeline

  Updates the rating of a candidate's pipeline record on a job in CATS.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.