--- title: "Connect Credly and QuickBooks Online - APIANT.ai" description: "When \"New issued badge\" fires in Credly, your agent runs \"Create customer\" in QuickBooks Online." canonical: "https://apiant.ai/connect/credly-to-quickbooks-online" --- # Connect Credly and QuickBooks Online When **New issued badge** fires in [Credly](https://apiant.ai/connections/credly), your agent runs **Create customer** in [QuickBooks Online](https://apiant.ai/connections/quickbooks-online), or **New bill** in QuickBooks Online to **Issue Badge** in Credly. Describe the whole flow and it is built, tested on every scenario and kept running. Credly **1** trigger Credly **18** actions QuickBooks Online **11** triggers QuickBooks Online **45** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Credly and QuickBooks Online to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Credly and QuickBooks Online can do together ### From Credly to QuickBooks Online - When **New issued badge** in Credly then **Create customer** in QuickBooks Online - When **New issued badge** in Credly then **Create invoice** in QuickBooks Online ### From QuickBooks Online to Credly - When **New bill** in QuickBooks Online then **Issue Badge** in Credly - When **New customer** in QuickBooks Online then **Add badge template** in Credly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Credly and QuickBooks Online ## Triggers and actions 12 triggers · 63 actions - Trigger **New issued badge** Triggers when a new badge is issued by your Credly organization. - Action **Add badge template** Creates a new badge template in your Credly organization and returns its id. - Action **Add employee** Adds an employee to your Credly Workforce organization and returns the new employee record. - Action **Delete badge template** Deletes a badge template from the Credly organization. - Action **Delete employee** Deletes an employee from your Credly Workforce organization. - Action **Get badge template** Returns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility. - Action **Get employee** Returns a single employee in your Credly organization, looked up by email address, Credly id or your own external id. - Action **Get issued badge** Returns the details of a single issued badge, including its recipient, state, badge template and evidence. - Action **Get organization** Returns the details of the Credly organization this account is connected to. - Action **Issue Badge** Issues a new badge from one of your badge templates to a recipient by email. - Action **List badge templates** Returns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more. - Action **List employees** Returns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level. - Action **List endorsements** Returns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates. - Action **List issued badges** Returns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order. - Action **List organizations** Returns the Credly organizations visible to the connected account. - Action **Replace issued badge** Replaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge. - Action **Revoke issued badge** Revokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge. - Action **Update badge template** Updates an existing badge template in your Credly organization. Only the values you fill in are changed. - Action **Update employee** Updates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not 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 - [ **Credly** Credly is the world's largest network of digital credentials.](https://apiant.ai/connections/credly) - [ **QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connections/quickbooks-online) Reviews ## What our customers say ## More from Credly - [ **Credly to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/credly-to-hubspot) - [ **Credly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/credly-to-salesforce) - [ **Credly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/credly-to-slack) - [ **Credly to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/credly-to-google-sheets) - [ **Credly to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/credly-to-gmail) - [ **Credly to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/credly-to-google-calendar) ## More into QuickBooks Online - [ **HubSpot to QuickBooks Online** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quickbooks-online) - [ **Slack to QuickBooks Online** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-quickbooks-online) - [ **Google Sheets to QuickBooks Online** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-quickbooks-online) - [ **Gmail to QuickBooks Online** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-quickbooks-online) - [ **Google Calendar to QuickBooks Online** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-quickbooks-online) - [ **Google Drive to QuickBooks Online** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-quickbooks-online) Questions ## Credly and QuickBooks Online, answered ### ### What can start an automation from Credly? Any of Credly's 1 trigger in the catalog, including New issued badge. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBooks Online when something happens in Credly? Any of QuickBooks Online's 45 actions, including Create account, Create bill, Create credit memo and Create customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from QuickBooks Online to Credly? Yes. When something happens in QuickBooks Online, your agent can act in Credly too. This page covers both directions: QuickBooks Online's triggers and Credly's actions are listed here as well. ### ### Do I have to build a connector for Credly or QuickBooks Online? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Credly and QuickBooks Online without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.