Integration
Connect HubSpot and QuickBooks Online
When Deal stage changed fires in HubSpot, your agent runs Create customer in QuickBooks Online, or New customer in QuickBooks Online to Update deal in HubSpot. 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 HubSpot and QuickBooks Online to do together?
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Setup guide (opens in a new tab)Connecting HubSpot and QuickBooks Online lets the sales record and the accounting ledger describe the same customer. A won deal in HubSpot can become an estimate or invoice in QuickBooks Online, and a payment recorded in QuickBooks Online can show up on the deal or company in HubSpot, so reps and bookkeepers read the same history.
Example flows
What HubSpot and QuickBooks Online can do together
From HubSpot to QuickBooks Online
When Deal stage changed in HubSpot
then Create customer in QuickBooks Online
From QuickBooks Online to HubSpot
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 HubSpot and QuickBooks Online
Triggers and actions 40 triggers · 182 actions
- Company deleted
Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Contact deleted
Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Deal deleted
Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Deal stage changed
Triggers when a deal moves to a new stage in a pipeline.
- Form submitted
Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks.
- New associated object
Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).
- New blog post
Triggers on a new blog post added to the selected blog.
- New calendar task +30d
Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.
- New company
Triggered when a new company is added.
- New company (instant)
Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- New contact
Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- New deal
Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- New note added to contact
Triggers when a note linked to a contact is added in HubSpot.
- New or changed engagements
Triggers on new or changed engagements.
- New or updated company
Triggered when a company is created or modified
- New or updated contact
Triggers on new or updated contacts.
- New or updated contact (Custom Fields Included)
Triggered when a contact is created or updated.
- New or updated deal
Triggered when a deal is created or updated.
- New or updated ticket
Triggered when a ticket is created or updated.
- New social media message
Triggered when a new social media message is added.
- New ticket
Triggers when new ticket is available.
- Ticket property changed
Triggered when the chosen property changes on a ticket
- Two-way sync new or updated companies
A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Updated company custom property
Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Updated contact
Triggered when a contact is updated.
- Updated contact custom property
Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Updated contact custom property by name
Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Updated deal custom property
Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Add company
Adds a new company.
- Add contact
Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.
- Add contact to list
Adds a contact to the specified contact list.
- Add contact to workflow
Enrolls a contact to a workflow provided the workflow ID and the contact email.
- Add custom object record
Adds a record to the specified custom object.
- Add deal
Creates a new deal and optionally associates it with a contact and/or company.
- Add meeting
Creates a meeting engagement.
- Add or update company
Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.
- Add or update contact
Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.
- Add or update deal
Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.
- Add ticket
Adds a new ticket.
- Append company dropdown property values
Appends one or more values to a company dropdown property. An error occurs if the named property is not found.
- Append company multi-select property dropdown values
Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.
- Append contact dropdown property values
Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.
- Append contact multi-select property dropdown values
Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.
- Append deal dropdown property values
Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.
- Append deal multi-select property dropdown values
Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.
- Append ticket dropdown property values
Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.
- Append ticket multi-select property values
Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.
- Clear contact property value
Erases the value of specified property for the specified contact.
- Clear deal property value
Erases the value of specified property for the specified deal.
- Clear ticket property value
Erases the value of specified property for the specified ticket.
- Convert to valid property name
Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.
- Copy workflow
Copies the specified workflow. The new workflow will have "COPY" appended to its name.
- Create a blog post
Creates a new blog post
- Create a company property: boolean checkbox
Creates a boolean checkbox company property. No error occurs if the property already exists.
- Create a company property: dropdown select
Creates a dropdown select list company property. No error occurs if the property already exists.
- Create a company property group
Creates a company property group. No error occurs if the group already exists.
- Create a company property: multi-select
Creates a multi-select list company property. No error occurs if the property already exists.
- Create a company property: single value
Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create a contact list
Creates a contact list. An error occurs if the list already exists.
- Create a contact property: boolean checkbox
Creates a boolean checkbox contact property. No error occurs if the property already exists.
- Create a contact property: dropdown select
Creates a dropdown select list contact property. No error occurs if the property already exists.
- Create a contact property group
Creates a contact property group. No error occurs if the group already exists.
- Create a contact property: multi-select
Creates a multi-select list contact property. No error occurs if the property already exists.
- Create a contact property: single value
Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create a deal pipeline and stages
Creates a new deal pipeline and up to 10 stages.
- Create a deal property
Creates a deal property. No error occurs if the property already exists.
- Create a deal property: boolean checkbox
Creates a boolean checkbox deal property. No error occurs if the property already exists.
- Create a deal property: dropdown select
Creates a dropdown select list deal property. No error occurs if the property already exists.
- Create a deal property group
Creates a deal property group. No error occurs if the group already exists.
- Create a deal property: multi-select
Creates a multi-select list deal property. No error occurs if the property already exists.
- Create a deal property: single value
Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create an email engagement
Logs an incoming email in HubSpot and links it to the given contacts, companies and deals.
- Create a note engagement
Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets.
- Create association
Creates an association between two objects
- Create association: contact to contact
Creates an association between two contacts
- Create association type
Creates an association type between two objects. An error occurs if the association already exists.
- Create a task engagement
Creates a new task engagement.
- Create a ticket property: boolean checkbox
Creates a boolean checkbox ticket property. No error occurs if the property already exists.
- Create a ticket property: dropdown select
Creates a dropdown select list ticket property. No error occurs if the property already exists.
- Create a ticket property group
Creates a ticket property group. No error occurs if the group already exists.
- Create a ticket property: multi-select
Creates a multi-select list ticket property. No error occurs if the property already exists.
- Create a ticket property: single value
Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create custom association
Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.
- Create record
Creates a record of the selected CRM object type with the supplied properties.
- CRM card: set display values
Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.
- Delete contact
Deletes a contact provided its contact ID.
- Delete contact list
Deletes a contact list specified by ID.
- Delete contact secondary email
Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.
- Delete deal
Deletes a deal provided its deal ID.
- Delete record
Deletes a record of the selected CRM object type by ID.
- Delete ticket
Deletes a ticket provided a ticket ID.
- Find companies associated to contact
Returns up to 500 company IDs associated with the specified contact
- Find company by name
Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
- Find company by property
Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.
- Find contact by email
Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.
- Find contact by property
Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.
- Find contact list by name
Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.
- Find contacts by property
Returns contact IDs for all contacts matching the specified property value.
- Find custom object records associated to contact
Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.
- Find custom object records by property
Returns record IDs for all records of the specified custom object matching the specified property value.
- Find deal by name
Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
- Find deal by property
Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.
- Find deals associated to company
Returns up to 500 deal IDs associated with the specified company
- Find deals associated to contact
Returns up to 500 deal IDs associated with the specified contact
- Find owner by email
Fetches owner details for an owner with the specified email address.
- Find pipeline by name
Finds a pipeline provided its name and its type.
- Find recently modified deals
Returns recently modified deals.
- Get associated records with labels
List the records associated to a record, including the label and type of each association.
- Get association types
Returns all association types between the specified two object types.
- Get calls for contact
Returns all calls with the specified contact, optionally within a specified datetime range.
- Get calls for deal
Returns all calls with the specified deal, optionally within a specified datetime range.
- Get company
Returns company details for the specified ID.
- Get contact
Returns contact details for the specified ID.
- Get contact list
Read a single contact list by its ID.
- Get contact secondary emails
Returns all secondary emails for the specified contact.
- Get custom object records batch by IDs
Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.
- Get deal
Returns details for the deal with the specified ID.
- Get emails for contact
Returns all emails with the specified contact, optionally within a specified datetime range.
- Get emails for deal
Returns all emails with the specified deal, optionally within a specified datetime range.
- Get meetings for contact
Returns all meetings with the specified contact, optionally within a specified datetime range.
- Get meetings for deal
Returns all meetings with the specified deal, optionally within a specified datetime range.
- Get notes for contact
Returns all notes with the specified contact, optionally within a specified datetime range.
- Get notes for deal
Returns all notes with the specified deal, optionally within a specified datetime range.
- Get Object by Field Value
Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.
- Get object property info
Returns information for the specified property for the specified company, contact, or deal object type.
- Get owner
Returns details for the owner with the specified ID.
- Get record
Returns a single record of the selected CRM object type by ID.
- Get tasks for contact
Returns all tasks with the specified contact, optionally within a specified datetime range.
- Get tasks for deal
Returns all tasks with the specified deal, optionally within a specified datetime range.
- Get ticket
Returns details for the ticket with the specified ID.
- Get total number of contacts having property
Returns the total number of contacts having the specified property.
- Import records from CSV into object
Imports records from a CSV file into a specified object.
- List all workflows
Returns the name and id of all workflows visible in the portal.
- List contact IDs of a company
Given a company ID, finds all contacts in that company.
- List contact list memberships (v3)
Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.
- List owners
Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.
- List pipelines
Returns the pipelines for deals or tickets, depending on which object type you select.
- List pipeline stages
Returns the stages in a specific deal or ticket pipeline.
- List records
Lists records of the selected CRM object type.
- Log call
Logs a completed call in HubSpot and links it to the given contacts.
- Merge contacts
Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values.
- Parse property option errors
Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.
- Remove contact from list (v3)
Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.
- Search contact lists (v3)
Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.
- Search records
Searches records of the selected CRM object type by filter criteria.
- Submit a form
Submits a form to the Forms API
- Two-way sync add or update a company
An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
- Unsubscribe contact from all lists
Unsubscribes a contact from all lists.
- Update company
Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update company multi-select property - check value
Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.
- Update company multi-select property - uncheck value
Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).
- Update contact
Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update contact multi-select property - check value
Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.
- Update contact multi-select property - uncheck value
Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).
- Update contact properties
Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update custom object multi-select property - check value
Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.
- Update custom object record
Updates a specified record in the specified custom object.
- Update custom object record pipeline and stage
Updates the specified custom object record to place it in the specified pipeline and stage.
- Update deal
Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update deal multi-select property - check value
Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.
- Update deal multi-select property - uncheck value
Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).
- Update record
Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update ticket multi-select property - check value
Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.
- Update ticket multi-select property - uncheck value
Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.
- Upload Files
Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.
- New bill
Polls for newly created bills (accounts payable), most recent first.
- New customer
Polls for newly created customers, most recent first.
- New estimate
Fires when a new estimate is created in QuickBooks Online.
- New invoice
Polls for newly created invoices, most recent first.
- New or updated customer
Fires when a QuickBooks customer is created or any of its details change.
- New or updated estimate
Fires when a QuickBooks estimate is created or edited.
- New or updated invoice
Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
- New or updated item
Fires when a QuickBooks product or service item is created or edited.
- New or updated vendor
Fires when a QuickBooks vendor is created or any of its details change.
- New paid invoice
Polls for invoices that are fully paid (Balance = 0), most recently updated first.
- New payment
Polls for newly created customer payments, most recent first.
- Create account
Create an account in the QuickBooks chart of accounts — name, account type, and detail type.
- Create bill
Creates a new bill (accounts payable) for a vendor with a single account-based line item.
- Create credit memo
Creates a new credit memo for a customer with a single line item.
- Create customer
Creates a new customer in QuickBooks Online.
- Create estimate
Create a QuickBooks Online estimate (quote) for a customer.
- Create expense (purchase)
Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
- Create invoice
Creates a new invoice for a customer with a single line item.
- Create item (product/service)
Creates a new product or service item.
- Create journal entry
Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
- Create payment
Records a customer payment, optionally applied against a specific invoice.
- Create refund receipt
Creates a new refund receipt for a customer with a single line item.
- Create sales receipt
Creates a new sales receipt for a customer with a single line item.
- Create vendor
Creates a new vendor in QuickBooks Online.
- Delete bill
Permanently delete a QuickBooks bill by Id.
- Delete credit memo
Permanently delete a QuickBooks credit memo by Id.
- Delete estimate
Permanently delete a QuickBooks estimate by Id.
- Delete invoice
Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
- Delete sales receipt
Permanently delete a QuickBooks sales receipt by Id.
- Find account by name
Look up an account in the QuickBooks chart of accounts by its name.
- Find customer by name
Searches for a customer by display name and returns its Id and SyncToken.
- Find invoice by number
Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
- Find item by name
Look up a QuickBooks product or service item by its name.
- Find vendor by name
Look up a QuickBooks Online vendor by display name.
- Get bill balance
Returns the outstanding balance for a bill by its Id.
- Get customer by ID
Retrieves a single customer by its Id.
- Get estimate by ID
Retrieve a QuickBooks Online estimate by its ID.
- Get estimate PDF
Download the rendered PDF of a QuickBooks estimate by Id.
- Get invoice by ID
Retrieves a single invoice by its Id, including its balance.
- Get invoice PDF
Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
- List accounts
List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
- List attachments
List the files attached to a QuickBooks transaction or record, with their download links.
- List employees
List employees recorded in QuickBooks Online.
- List items
List products and services (items) defined in QuickBooks Online.
- Pay bill
Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.
- Run query
Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
- Send estimate
Email a QuickBooks Online estimate to the customer.
- Send invoice
Emails an invoice to the supplied email address (or the invoice's billing email if omitted).
- Update customer
Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.
- Update estimate
Update an existing QuickBooks estimate by Id, changing only the fields supplied.
- 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.
- Update item
Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
- Update vendor
Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
- 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.
- Void invoice
Voids an existing invoice. Requires the invoice Id and current SyncToken.
- Void payment
Voids 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.
Each app on its own
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Questions
HubSpot and QuickBooks Online, answered
How does the agent decide which QuickBooks customer belongs to a HubSpot deal?
It uses the Find customer by name action in QuickBooks Online with the company or contact name carried on the HubSpot deal. You choose what happens when there is no match, such as calling Create customer first or leaving the deal alone.
Can HubSpot show that an invoice has been paid?
Yes. The New paid invoice trigger in QuickBooks Online fires when an invoice balance reaches zero, and the agent can then run Update deal or Create a note engagement in HubSpot so the record carries the payment detail.
What can start an automation from HubSpot?
Any of HubSpot's 29 triggers in the catalog, including Deal stage changed, New company, New company (instant) and New deal. 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 HubSpot?
Any of QuickBooks Online's 45 actions, including Create customer, Create estimate, Find customer by name 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 HubSpot?
Yes. When something happens in QuickBooks Online, your agent can act in HubSpot too. This page covers both directions: QuickBooks Online's triggers and HubSpot's actions are listed here as well.
Do I have to build a connector for HubSpot 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 HubSpot 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.