--- title: "Connect eSputnik and QuickBooks Online - APIANT.ai" description: "When \"New Contact\" fires in eSputnik, your agent runs \"Create customer\" in QuickBooks Online." canonical: "https://apiant.ai/connect/esputnik-to-quickbooks-online" --- # Connect eSputnik and QuickBooks Online When **New Contact** fires in [eSputnik](https://apiant.ai/connections/esputnik), your agent runs **Create customer** in [QuickBooks Online](https://apiant.ai/connections/quickbooks-online), or **New bill** in QuickBooks Online to **Add contact to segment** in eSputnik. Describe the whole flow and it is built, tested on every scenario and kept running. eSputnik **2** triggers eSputnik **12** actions QuickBooks Online **11** triggers QuickBooks Online **43** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want eSputnik 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 eSputnik and QuickBooks Online can do together ### From eSputnik to QuickBooks Online - When **New Contact** in eSputnik then **Create customer** in QuickBooks Online - When **New Contact in Segment** in eSputnik then **Create item (product/service)** in QuickBooks Online ### From QuickBooks Online to eSputnik - When **New bill** in QuickBooks Online then **Add contact to segment** in eSputnik - When **New customer** in QuickBooks Online then **Add emails to unsubscribed list** in eSputnik 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 eSputnik and QuickBooks Online ## Triggers and actions 13 triggers · 55 actions - Trigger **New Contact** Triggered when a new contact is created in eSputnik, optionally limited to contacts matching the details you enter. - Trigger **New Contact in Segment** Triggers when a contact is added to the eSputnik segment you choose. - Action **Add contact to segment** Adds one or more contacts to a static segment in eSputnik, identified by contact IDs or external customer IDs. - Action **Add emails to unsubscribed list** Adds one or more email addresses to the eSputnik list of unsubscribed contacts. - Action **Add/Update Contact** Adds a new contact or updates the existing matching contact, including its channels, address and additional fields, and returns the contact's ID. - Action **Delete contact** Deletes a contact by its eSputnik contact ID, optionally erasing all of the contact's data permanently. - Action **Delete contact from segment** Removes one or more contacts from a static segment, identified by their eSputnik contact IDs or external customer IDs. - Action **Find contacts** Returns up to 500 contacts that match the specified external ID, email address, phone number, first name or last name. - Action **Get contact** Returns an eSputnik contact by ID, including its channels, address, segments and additional field values. An error occurs if the contact is not found. - Action **List segments** Returns the contact segments in the eSputnik account, optionally narrowed by name, with each segment's id, name and type. - Action **Send Email** Sends an email message to one or more recipients. A new contact is created for any address that does not already exist in eSputnik. - Action **Send Event** Sends a backend event for a contact to eSputnik, where it can start workflows and supply dynamic content for messages. - Action **Send Viber message** Sends a Viber message to a list of phone numbers or to a segment, and returns the queueing result for each recipient. A new contact is created for a phone number that does not exist yet. - Action **Subscribe Contact** Subscribes a contact through a double opt-in flow, creating an unconfirmed contact if none exists or updating the existing one, and returns the contact's ID and email subscription status. - 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 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 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 - [ **eSputnik** ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions...](https://apiant.ai/connections/esputnik) - [ **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 eSputnik - [ **eSputnik to Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connect/esputnik-to-karbon) - [ **eSputnik to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/esputnik-to-hubspot) - [ **eSputnik to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/esputnik-to-salesforce) - [ **eSputnik to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/esputnik-to-slack) - [ **eSputnik to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/esputnik-to-google-sheets) - [ **eSputnik to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/esputnik-to-gmail) ## 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 ## eSputnik and QuickBooks Online, answered ### ### What can start an automation from eSputnik? Any of eSputnik's 2 triggers in the catalog, including New Contact and New Contact in Segment. 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 eSputnik? Any of QuickBooks Online's 43 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 eSputnik? Yes. When something happens in QuickBooks Online, your agent can act in eSputnik too. This page covers both directions: QuickBooks Online's triggers and eSputnik's actions are listed here as well. ### ### Do I have to build a connector for eSputnik 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 eSputnik 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.