Integration

Connect Expiration Reminder to QuickBooks Online

When something happens in Expiration Reminder, 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.

Expiration Reminder3 triggersExpiration Reminder15 actionsQuickBooks Online11 triggersQuickBooks Online45 actions

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What do you want Expiration Reminder and QuickBooks Online to do together?

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Everything your agent can do with Expiration Reminder and QuickBooks Online

Triggers and actions 14 triggers · 60 actions

Trigger
New Contact
Triggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration Item
Triggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration Item
Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add Location
Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create Contact
Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration Item
Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for Contact
Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete Contact
Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration Item
Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find Contact
Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find Expiration
Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get Contact
Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration Item
Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List Contacts
Returns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration Items
Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List Locations
Returns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew Expiration
Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration Item
Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
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 Expiration Reminder