Connect Mateo and QuickBooks Online

Both apps 92Mateo 36QuickBooks Online 56

• Trigger
  Contact Created

  Triggers when a new contact is created in hellomateo.

• Trigger
  Contact Details Updated

  Triggers when a contact is created or its details are updated.

• Trigger
  Inbound Message

  Triggers when a new inbound message arrives from a contact.

• Trigger
  New Appointment

  Triggers when a new appointment is created.

• Trigger
  New Conversation

  Triggers when a new conversation starts.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Action
  Add Contact to List

  Adds a contact to a contact list.

• Action
  Add Conversation Comment

  Adds an internal comment to a conversation.

• Action
  Assign Conversation

  Assigns a conversation to an employee or agent.

• Action
  Close Conversation

  Closes a conversation.

• Action
  Create Appointment

  Creates an appointment for a contact.

• Action
  Create Contact Details

  Creates a new contact with name, address and external IDs.

• Action
  Create Contact List

  Creates a contact list.

• Action
  Create Deal

  Creates a deal for a contact.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Deal

  Deletes a deal.

• Action
  Find Channel

  Returns the messaging channels (WhatsApp, SMS, email and others) in the account.

• Action
  Find Contact

  Finds one contact by exactly one locator: email, phone number, external ID or social ID.

• Action
  Find Contact Details

  Returns a contact by its hellomateo ID.

• Action
  Find Custom Field

  Returns the custom fields defined in the account.

• Action
  Find Message

  Returns a message by its ID.

• Action
  Find Template

  Returns the message templates in the account.

• Action
  Format a Phone Number

  Formats a phone number to E.164.

• Action
  Get Appointment

  Returns an appointment by ID.

• Action
  Get Conversation

  Returns a conversation by ID.

• Action
  Get Deal

  Returns a deal by ID.

• Action
  List Contact Lists

  Returns the contact lists in the account.

• Action
  List Contacts

  Returns contacts, optionally filtered by external ID or last update time.

• Action
  List Employees

  Returns the employees in the organisation.

• Action
  Open Conversation

  Reopens a closed conversation.

• Action
  Remove Contact from List

  Removes a contact from a contact list.

• Action
  Send Template Message

  Sends a template message to a contact on a hellomateo channel.

• Action
  Send Text Message

  Sends a free-text message to a contact on a hellomateo channel.

• Action
  Start Journey

  Starts a journey for a contact, matching or creating the contact by external ID.

• Action
  Update Contact Details

  Updates an existing contact's name, address and other details.

• Action
  Update Deal

  Updates a deal's name, status, value or assignee.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.