--- title: "Connect Gmail and QuickBooks Online - APIANT.ai" description: "When \"Email Sent\" fires in Gmail, your agent runs \"Get customer by ID\" in QuickBooks Online." canonical: "https://apiant.ai/connect/gmail-to-quickbooks-online" --- # Connect Gmail and QuickBooks Online When **Email Sent** fires in [Gmail](https://apiant.ai/connections/gmail), your agent runs **Get customer by ID** in [QuickBooks Online](https://apiant.ai/connections/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. Gmail **2** triggers Gmail **41** 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 Gmail 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) 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 Sent** Fires when an email is sent from the mailbox (optionally filtered by query). - Trigger **New Gmail Message** Fires when a new email arrives (optionally filtered by query/labels). - Action **Add Label To Email** Adds 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 Messages** Tool 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 Messages** Modify 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 Draft** Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading. - Action **Create Label** Creates a new label with a unique name in the specified user's gmail account. - Action **Delete Draft** Permanently 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 Label** Permanently 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 Message** Permanently 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 Thread** Tool 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 Emails** Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval. - Action **Fetch Message By Message Id** Fetches 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 Id** Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`. - Action **Forward Message** Forward 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 Attachment** Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids. - Action **Get Contacts** Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination. - Action **Get Draft** Retrieves 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 Filter** Tool 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 Label** Gets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color. - Action **Get People** Retrieves 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 Profile** Retrieves key gmail profile information (email address, message/thread totals, history id) for a user. - Action **Import Message** Tool 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 Message** Tool 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 Drafts** Retrieves 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 History** Tool 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 Labels** Retrieves a list of all system and user-created labels for the specified gmail account. - Action **List Smime Info** Lists 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 Threads** Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination. - Action **Modify Thread Labels** Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid. - Action **Move Thread To Trash** Moves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash. - Action **Move To Trash** Moves an existing, non-deleted email message to the trash for the specified user. - Action **Patch Label** Patches the specified label. - Action **Remove Label** Permanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels. - Action **Reply To Thread** Sends 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 People** Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'. - Action **Send Draft** Sends the specified, existing draft to the recipients in the to, cc, and bcc headers. - Action **Send Email** Sends 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 Get** Tool 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 Message** Tool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message. - Action **Untrash Thread** Tool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages. - Action **Update Draft** Updates (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 Label** Tool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color. - 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 - [ **Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connections/gmail) - [ **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 Gmail - [ **Gmail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gmail-to-hubspot) - [ **Gmail to Google Sheets** Google Sheets](https://apiant.ai/connect/gmail-to-google-sheets) - [ **Gmail to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gmail-to-google-calendar) - [ **Gmail to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/gmail-to-pipedrive) - [ **Gmail to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/gmail-to-notion) - [ **Gmail to Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/gmail-to-asana) ## 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. 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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.