Integration

Connect DocuPipe to QuickBooks Online

When something happens in DocuPipe, 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.

DocuPipe1 triggerDocuPipe15 actionsQuickBooks Online11 triggersQuickBooks Online45 actions

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

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Everything your agent can do with DocuPipe and QuickBooks Online

Triggers and actions 12 triggers · 60 actions

Trigger
Document Processed
Triggers when a document finishes parsing and OCR is complete.
Action
Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
Action
Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
Action
Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
Action
Delete document
Removes a document from your DocuPipe account.
Action
Delete schema
Removes an extraction schema from your DocuPipe account.
Action
Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
Action
Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
Action
Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
Action
Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
Action
Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
Action
List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
Action
List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
Action
List schemas
Returns the extraction schemas in your DocuPipe account.
Action
Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
Action
Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
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.

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The other way round: QuickBooks Online to DocuPipe