Integration

Connect OnceHub to QuickBooks Online

When something happens in OnceHub, 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.

OnceHub15 triggersOnceHub17 actionsQuickBooks Online11 triggersQuickBooks Online45 actions

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What do you want OnceHub and QuickBooks Online to do together?

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Everything your agent can do with OnceHub and QuickBooks Online

Triggers and actions 26 triggers · 62 actions

Trigger
Booking Canceled
Triggers when a OnceHub booking is canceled by the customer or by someone on your team.
Trigger
Booking Cancelled and Rescheduled
Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
Trigger
Booking Completed
Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.
Trigger
Booking Lifecycle Event
Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
Trigger
Booking No-Show
Triggers when a OnceHub booking is marked as a no-show.
Trigger
Booking Rescheduled
Triggers when a OnceHub booking is rescheduled to a new time.
Trigger
Booking Scheduled
Triggers when a new OnceHub booking is scheduled.
Trigger
Contact Captured
Triggers when a new contact is captured in OnceHub.
Trigger
Contact Lifecycle Event
Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
Trigger
Contact Updated
Triggers when an existing OnceHub contact is updated.
Trigger
Conversation Abandoned
Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
Trigger
Conversation Closed
Triggers when a OnceHub chatbot conversation is closed.
Trigger
Conversation Lifecycle Event
Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
Trigger
Conversation Started
Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
Trigger
Reassigned Booking
Triggers when a OnceHub booking is reassigned to a different host.
Action
Cancel Booking
Cancels a OnceHub booking, optionally with a reason and without emailing the customer.
Action
Create Contact
Creates a new contact in OnceHub. Give at least an email address or a mobile number.
Action
Create One-Time Booking Link
Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
Action
Delete Contact
Deletes a contact from OnceHub.
Action
Find Contact
Finds a OnceHub contact by email address.
Action
Get Available Time Slots
Returns the open meeting times on a OnceHub booking calendar for the window you choose.
Action
Get Booking Calendar
Returns one OnceHub booking calendar with its host, public link and meeting length.
Action
Get Booking Details
Returns one OnceHub booking with its time, customer details and booking form answers.
Action
Get Contact
Returns one OnceHub contact with its details and custom fields.
Action
Get Contact's Future Meetings
Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
Action
List Booking Calendars
Lists the booking calendars in your OnceHub account.
Action
List Bookings
Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
Action
List Contacts
Lists the contacts in your OnceHub account, with optional email and date filters.
Action
Mark Booking as No-Show
Marks a OnceHub booking as a no-show.
Action
Reassign Booking
Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
Action
Request Reschedule
Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.
Action
Update Contact
Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.
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 OnceHub