Connect CMS Max and QuickBooks Online

Both apps 136CMS Max 80QuickBooks Online 56

• Trigger
  New Form Submission

  Triggers when a new form submission is created in CMS Max.

• Trigger
  New Order

  Triggers when a new order is created in CMS Max.

• Trigger
  New Product

  Triggers when a new product is created in CMS Max.

• Trigger
  New User

  Triggers when a new user is created in CMS Max.

• Action
  Add Variant Option

  Add a new option to a variant.

• Action
  Archive Blog Post

  Archive (soft delete) a blog.

• Action
  Archive Event

  Archive (soft delete) an event and its occurrences.

• Action
  Archive Page

  Archive (soft delete) a page.

• Action
  Archive Product

  Archive (soft delete) a product.

• Action
  Count Orders

  Get the count of all orders for the tenant.

• Action
  Count Products

  Get total count of products with optional filtering.

• Action
  Create Blog Post

  Create a new blog.

• Action
  Create Category

  Create a new category.

• Action
  Create Coupon

  Create a new coupon.

• Action
  Create Event Category

  Create an event category.

• Action
  Create Event Location

  Create an event venue.

• Action
  Create Gift Card

  Create a gift card.

• Action
  Create Page

  Create a new page.

• Action
  Create Product

  Create a new product.

• Action
  Create User

  Create a new user.

• Action
  Create Variant

  Create a new variant.

• Action
  Delete Brand

  Delete a brand (soft delete).

• Action
  Delete Category

  Delete a category (soft delete).

• Action
  Delete File

  Delete a file.

• Action
  Delete Image

  Delete an image.

• Action
  Delete Product Variation

  Delete a product variation.

• Action
  Delete Redirect

  Delete a redirect.

• Action
  Delete User

  Delete a user.

• Action
  Delete Variant

  Delete a variant.

• Action
  Delete Variant Option

  Delete a variant option.

• Action
  Get Blog Post

  Get a single blog by ID.

• Action
  Get Brand

  Get a single brand by ID.

• Action
  Get Category

  Get a single category by ID.

• Action
  Get Form

  Get a single form by ID.

• Action
  Get Form Submission

  Get a single form submission by ID.

• Action
  Get Page

  Get a single page by ID.

• Action
  Get Product

  Get a single product by ID.

• Action
  Get Product Variation

  Get a single product variation.

• Action
  Get Redirect

  Get a single redirect.

• Action
  Get User

  Get a single user.

• Action
  Get Variant

  Get a single variant by ID.

• Action
  List Blog Posts

  Get paginated list of blogs with optional filtering.

• Action
  List Brands

  Get paginated list of brands with optional filtering.

• Action
  List Categories

  Get paginated list of categories with optional filtering.

• Action
  List Event Categories

  Get paginated list of event categories.

• Action
  List Event Locations

  Get paginated list of event venues.

• Action
  List Events

  Get paginated list of events with optional filtering.

• Action
  List Forms

  Get paginated list of forms.

• Action
  List Form Submissions

  Get paginated list of form submissions.

• Action
  List Fulfillment Methods

  Get list of available fulfillment methods.

• Action
  List GTIN Types

  Get list of available GTIN types.

• Action
  List Orders

  Get paginated list of orders with optional filtering.

• Action
  List Pages

  Get paginated list of pages with optional filtering.

• Action
  List Product Option Configurations

  List a product's option configurations and their prices.

• Action
  List Products

  Get paginated list of products with optional filtering.

• Action
  List Product Variations

  List all variations for a specific product.

• Action
  List Redirects

  List redirects, newest first.

• Action
  List Users

  List all users.

• Action
  List Variants

  List all variants with their options.

• Action
  Unarchive Blog Post

  Unarchive (restore) a soft deleted blog.

• Action
  Unarchive Brand

  Unarchive (restore) a soft deleted brand.

• Action
  Unarchive Category

  Unarchive (restore) a soft deleted category.

• Action
  Unarchive Event

  Unarchive (restore) a soft deleted event.

• Action
  Unarchive Page

  Unarchive (restore) a soft deleted page.

• Action
  Unarchive Product

  Unarchive (restore) a soft deleted product.

• Action
  Update Blog Post

  Update an existing blog.

• Action
  Update Brand

  Update an existing brand.

• Action
  Update Category

  Update an existing category.

• Action
  Update Coupon

  Update a coupon, including its applicability criteria.

• Action
  Update Order Status

  Update an order's status.

• Action
  Update Page

  Update an existing page.

• Action
  Update Product Option Configuration Prices

  Change the prices of a product's option configurations.

• Action
  Update Product Variation

  Update a product variation.

• Action
  Update Redirect

  Change where a redirect points.

• Action
  Update User

  Update a user.

• Action
  Update Variant

  Update an existing variant.

• Action
  Update Variant Option

  Update a variant option.

• Action
  Upload File

  Upload a file.

• Action
  Upload Image

  Store a new image.

• Action
  Upload Image From URL

  Store a new image from a URL.

• 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.