Integration
Connect Gmail and QuickBooks Online
When Email Sent fires in Gmail, your agent runs Get customer by ID in QuickBooks Online, or New invoice in QuickBooks Online to Create Email Draft in Gmail. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Gmail and QuickBooks Online to do together?
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Setup guide (opens in a new tab)Connecting Gmail and QuickBooks Online means invoices, payments and vendor changes in your books can turn into email that actually goes out, and email that lands in your inbox can turn into records in QuickBooks. An agent watches for the trigger, looks up the matching customer, vendor or invoice, and does the follow-up work in both apps.
Example flows
What Gmail and QuickBooks Online can do together
From Gmail to QuickBooks Online
When Email Sent in Gmail
then Get customer by ID in QuickBooks Online
When New Gmail Message in Gmail
then Create customer in QuickBooks Online
From QuickBooks Online to Gmail
When New invoice in QuickBooks Online
then Create Email Draft in Gmail
When New or updated vendor in QuickBooks Online
then Send Email in Gmail
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 Gmail and QuickBooks Online
Triggers and actions 13 triggers · 86 actions
Trigger
Email SentFires when an email is sent from the mailbox (optionally filtered by query).
Trigger
New Gmail MessageFires when a new email arrives (optionally filtered by query/labels).
Action
Add Label To EmailAdds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Action
Batch Delete MessagesTool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRASH instead when reversibility may be needed. Always obtain explicit user confirmation and verify a sample of message IDs before executing. High-volume calls may trigger 429 rateLimitExceeded or 403 userRateLimitExceeded errors; apply exponential backoff.
Action
Batch Modify MessagesModify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLimitExceeded or 403 userRateLimitExceeded; apply exponential backoff.
Action
Create Email DraftCreates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Action
Create LabelCreates a new label with a unique name in the specified user's gmail account.
Action
Delete DraftPermanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Action
Delete LabelPermanently DELETES a user-created Gmail label from the account (not from a message). WARNING: This action DELETES the label definition itself, removing it from all messages. System labels (INBOX, SENT, UNREAD, etc.) cannot be deleted. To add/remove labels from specific messages, use GMAIL_ADD_LABEL_TO_EMAIL action instead.
Action
Delete MessagePermanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Action
Delete ThreadTool to immediately and permanently delete a specified thread and all its messages. This operation cannot be undone. Use threads.trash instead for reversible deletion.
Action
Fetch EmailsFetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Action
Fetch Message By Message IdFetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Action
Fetch Message By Thread IdRetrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Action
Forward MessageForward an existing Gmail message to specified recipients, preserving original body and attachments. Verify recipients and content before forwarding to avoid unintended exposure. Bulk forwarding may trigger 429/5xx rate limits; keep concurrency to 5–10 and apply backoff. Messages near Gmail's size limits may fail; reconstruct a smaller draft if needed.
Action
Get AttachmentRetrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.
Action
Get ContactsFetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.
Action
Get DraftRetrieves a single Gmail draft by its ID. Use this to fetch and inspect draft content before sending via GMAIL_SEND_DRAFT. The format parameter controls the level of detail returned.
Action
Get FilterTool to retrieve a specific Gmail filter by its ID. Use when you need to inspect the criteria and actions of an existing filter.
Action
Get LabelGets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color.
Action
Get PeopleRetrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Action
Get ProfileRetrieves key gmail profile information (email address, message/thread totals, history id) for a user.
Action
Import MessageTool to import a message into the user's mailbox with standard email delivery scanning and classification. Use when you need to add an existing email to a Gmail account without sending it through SMTP. This method doesn't perform SPF checks, so it might not work for some spam messages.
Action
Insert MessageTool to insert a message into the user's mailbox similar to IMAP APPEND. Use when you need to add an email directly to a mailbox bypassing most scanning and classification. This does not send a message.
Action
List DraftsRetrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp.
Action
List HistoryTool to list Gmail mailbox change history since a known startHistoryId. Use for incremental mailbox syncs. Persist the latest historyId as a checkpoint across sessions; without it, incremental sync is unreliable. An empty history list in the response is valid and means no new changes occurred.
Action
List LabelsRetrieves a list of all system and user-created labels for the specified gmail account.
Action
List Smime InfoLists S/MIME configs for the specified send-as alias. Use when you need to retrieve all S/MIME certificate configurations associated with a specific send-as email address.
Action
List ThreadsRetrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Action
Modify Thread LabelsAdds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.
Action
Move Thread To TrashMoves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash.
Action
Move To TrashMoves an existing, non-deleted email message to the trash for the specified user.
Action
Patch LabelPatches the specified label.
Action
Remove LabelPermanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels.
Action
Reply To ThreadSends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.
Action
Search PeopleSearches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.
Action
Send DraftSends the specified, existing draft to the recipients in the to, cc, and bcc headers.
Action
Send EmailSends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Action
Settings Send As GetTool to retrieve a specific send-as alias configuration for a Gmail user. Use when you need to get details about a send-as email address including display name, signature, SMTP settings, and verification status. Fails with HTTP 404 if the specified address is not a member of the send-as collection.
Action
Untrash MessageTool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message.
Action
Untrash ThreadTool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages.
Action
Update DraftUpdates (replaces) an existing Gmail draft's content in-place by draft ID. This action replaces the entire draft content with the new message - it does not patch individual fields. All fields are optional; if not provided, you should provide complete draft content to avoid data loss.
Action
Update LabelTool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color.
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate 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 invoiceCreates 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 entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create refund receiptCreates a new refund receipt for a customer with a single line item.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate 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 itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids 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.
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Questions
Gmail and QuickBooks Online, answered
Can the invoice PDF itself be emailed through Gmail?
Yes. QuickBooks Online has a Get invoice PDF action that downloads the rendered invoice, and Gmail can send or draft an email with that file attached to the customer address you pull from the record.
How do you avoid creating duplicate customers or vendors from email?
Before creating anything, the agent uses Find customer by name or Find vendor by name in QuickBooks Online and only creates a record when nothing matches. When a match exists, it can update the existing record instead.
What can start an automation from Gmail?
Any of Gmail's 2 triggers in the catalog, including Email Sent and New Gmail Message. 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 Gmail?
Any of QuickBooks Online's 45 actions, including Create expense (purchase), Create vendor, Get customer by ID and Create account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBooks Online to Gmail?
Yes. When something happens in QuickBooks Online, your agent can act in Gmail too. This page covers both directions: QuickBooks Online's triggers and Gmail's actions are listed here as well.
Do I have to build a connector for Gmail 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 Gmail 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.