--- title: "Connect QuickBooks Online and ActiveCampaign - APIANT.ai" description: "When \"New customer\" fires in QuickBooks Online, your agent runs \"Add or update contact by email\" in ActiveCampaign." canonical: "https://apiant.ai/connect/quickbooks-online-to-activecampaign" --- # Connect QuickBooks Online and ActiveCampaign When **New customer** fires in [QuickBooks Online](https://apiant.ai/connections/quickbooks-online), your agent runs **Add or update contact by email** in [ActiveCampaign](https://apiant.ai/connections/activecampaign), or **New deal** in ActiveCampaign to **Create customer** in QuickBooks Online. Describe the whole flow and it is built, tested on every scenario and kept running. QuickBooks Online **11** triggers QuickBooks Online **45** actions ActiveCampaign **19** triggers ActiveCampaign **84** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want QuickBooks Online and ActiveCampaign 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) ActiveCampaign holds the contacts, deals and tags your marketing and sales work runs on, while QuickBooks Online holds the customers, estimates, invoices and payments. Joining them means a won deal can turn into an invoice, and a paid invoice can put a tag back on the contact, without anyone retyping names or amounts. Example flows ## What QuickBooks Online and ActiveCampaign can do together ### From QuickBooks Online to ActiveCampaign - When **New customer** in QuickBooks Online then **Add or update contact by email** in ActiveCampaign - When **New paid invoice** in QuickBooks Online then **Add tag to contact** in ActiveCampaign ### From ActiveCampaign to QuickBooks Online - When **New deal** in ActiveCampaign then **Create customer** in QuickBooks Online - When **New or updated deal** in ActiveCampaign then **Find customer by name** in QuickBooks Online 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 QuickBooks Online and ActiveCampaign ## Triggers and actions 30 triggers · 129 actions - 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. - Trigger **Contact unsubscribed from list** Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event. - Trigger **Deal task completed** Fires instantly when a deal task is completed. - Trigger **Email opened** Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event. - Trigger **Link clicked in email** Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event. - Trigger **New contact** Polling trigger. Fires when a new contact is created, newest first. - Trigger **New contact added to list** Triggers when a new contact is added to a list. - Trigger **New deal** Polling trigger. Fires when a new deal is created, newest first. - Trigger **New deal task** Fires instantly when a new deal task is created. - Trigger **New list** Polling trigger. Fires when a new list is created, newest first. - Trigger **New note** Triggered when a new note is created. - Trigger **New or updated contact** Polling trigger. Fires when a contact is created or updated, by most-recent update. - Trigger **New or updated deal** Triggers on a new or updated deal. - Trigger **New or updated deal (instant)** Triggers when a new deal is created or an existing deal is updated. - Trigger **New tag** Polling trigger. Fires when a new tag is created, newest first. - Trigger **New task** Triggered when a new task is created. - Trigger **Tag added to contact** Triggers when a tag is added to a contact. - Trigger **Tag removed from contact** Fires instantly when a tag is removed from a contact. - Trigger **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. - Trigger **Two-way sync new or updated deals** A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Action **Add account** Adds a new account (organization). - Action **Add contact** Adds a new contact. - Action **Add contact to automation** Adds a contact to an automation by contact ID and automation ID. - Action **Add contact to list** Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists. - Action **Add contact via mapped list** Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint. - Action **Add custom contact object record** Adds a record for the specified contact custom object to the specified contact. - Action **Add deal** Adds a new deal. - Action **Add deal via mappings** Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields. - Action **Add list** Creates a new list. - Action **Add note to contact** Adds a note to a contact. - Action **Add or update contact by email** Adds a new contact, or updates the existing contact if the email already exists (sync endpoint). - Action **Add tag** Creates a new tag. - Action **Add tag to contact** Adds an existing tag to a contact by tag ID and contact ID. - Action **Add task** Adds a new task in ActiveCampaign - Action **Bulk import contacts** Import many contacts in one call with tags/list membership. - Action **Clear contact custom field value** Clears (empties) the value of the specified custom field for the specified contact. - Action **Create abandoned cart** Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate). - Action **Create account association** Creates an account association with a contact ID. - Action **Create a deal note** Add a note to a deal. - Action **Create a deal stage** Creates a new deal stage in the specified pipeline. - Action **Create a deal stage by mapped pipeline** Creates a new deal stage in the mapped pipeline. - Action **Create an ecommerce customer** Create a Deep Data ecommerce customer linking a contact to a store. - Action **Create an ecommerce order** Create a Deep Data ecommerce order record. - Action **Create a note** Create a free-text note attached to a CRM object. - Action **Create an SMS broadcast** Create a new SMS broadcast message to a recipient list. - Action **Create a pipeline** Creates a new pipeline (deal group) in ActiveCampaign. - Action **Create a secondary contact** Associate an additional contact with a deal. - Action **Create or update custom-object record** Upsert a custom-object (schema) record. - Action **Delete contact** Deletes a contact by ID. - Action **Delete custom contact object record** Deletes a record from the specified custom contact object. - Action **Delete deal** Deletes an existing deal. - Action **Delete deal stage** Deletes an existing deal stage. - Action **Delete list** Deletes a list by ID. - Action **Delete note** Delete a note by ID. - Action **Delete tag** Deletes a tag by ID. - Action **Delete task** Deletes a task by ID in ActiveCampaign - Action **Duplicate campaign** Duplicates an ActiveCampaign campaign by ID - Action **Edit campaign** Edits an existing campaign in ActiveCampaign - Action **Find account by name** Finds an existing account by name. Returns matching accounts. - Action **Find contact by custom field** Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for. - Action **Find contacts by custom field** Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details. - Action **Find deal by title** Finds an existing deal by title. An error occurs if a single exact match is not found. - Action **Find user by email** Finds an existing user by email. An error occurs if a matching user is not found. - Action **Get account** Returns account info for the specified account ID. - Action **Get all deal stages from specified pipeline** Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID). - Action **Get automation** Fetches an automation by ID. An error occurs if the automation is not found. - Action **Get campaign** Retrieves a single campaign from ActiveCampaign by its ID. - Action **Get contact** Get contact by ID. An error occurs if the contact is not found. - Action **Get contact by email** Returns full contact details for the specified email address. An error occurs if the contact is not found. - Action **Get contact's deals** Returns all deals associated with the specified contact. - Action **Get contact's lists** Returns all lists the specified contact belongs to. - Action **Get contact's tags** Returns all tags associated with the specified contact. - Action **Get deal** Returns deal info for the specified deal ID. - Action **Get form** Retrieve a single ActiveCampaign form by its ID. - Action **Get list** Returns a single contact list by its id, including its name, sender information and subscriber counts. - Action **Get note** Retrieve a single note by its ID. - Action **Get score** Retrieve a single lead/contact scoring rule by its ID. - Action **Get segment** Retrieve a single ActiveCampaign segment by ID. - Action **Get tag** Fetches a tag by ID. An error occurs if the tag is not found. - Action **Get task** Retrieves a task by ID from ActiveCampaign - Action **List all campaigns** List email campaigns. - Action **List all pipelines** List deal pipelines. - Action **List all scores** List the account's lead/contact scoring rules. - Action **List all stages** List deal pipeline stages. - Action **List all tasks** List CRM tasks. - Action **List automations** Returns a paginated list of all automations. - Action **List contacts** Returns a paginated list of all contacts. - Action **List custom contact object records** Returns a paginated list of all records for the specified custom contact object. - Action **List deals** Returns a paginated list of all deals. - Action **List lists** Returns a paginated list of all contact lists. - Action **List tags** Returns a paginated list of all tags. - Action **Move deal to another stage** Move a deal to a different pipeline stage. - Action **Remove contact from automation** Removes a contact from an automation by deleting the contact automation record. - Action **Remove contact from list** Removes a contact from the specified list. - Action **Remove tag from contact** Removes a tag from a contact by the contactTag association ID. - Action **Remove tags from contact** Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID. - Action **Set automation status** Enables or disables an automation. Set status to '1' to enable or '0' to disable. - Action **Set custom field value for contact** Create or update a contact's custom field value. - Action **Set deal currency custom field value** Set the value for a deal's custom field of the "currency" type - Action **Update account** Updates the specified account. - Action **Update contact** Updates an existing contact having the specified ID. - Action **Update deal** Updates an existing deal. - Action **Update tag** Updates an existing tag. - Action **Update task** Updates a task by ID in ActiveCampaign ## Each app on its own - [ **QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connections/quickbooks-online) - [ **ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connections/activecampaign) Reviews ## What our customers say ## More from QuickBooks Online - [ **QuickBooks Online to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **QuickBooks Online to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quickbooks-online-to-stripe) - [ **QuickBooks Online to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quickbooks-online-to-shopify) - [ **QuickBooks Online to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/quickbooks-online-to-jira) - [ **QuickBooks Online to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/quickbooks-online-to-zoom) - [ **QuickBooks Online to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/quickbooks-online-to-twilio) ## More into ActiveCampaign - [ **Slack to ActiveCampaign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-activecampaign) - [ **Google Calendar to ActiveCampaign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-activecampaign) - [ **Mailchimp to ActiveCampaign** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-activecampaign) - [ **Pipedrive to ActiveCampaign** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-activecampaign) - [ **Airtable to ActiveCampaign** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-activecampaign) - [ **Trello to ActiveCampaign** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-activecampaign) Questions ## QuickBooks Online and ActiveCampaign, answered ### ### How does the connection know which QuickBooks customer matches an ActiveCampaign contact? The build can use Find customer by name in QuickBooks Online before creating anything, so an existing record is reused instead of duplicated. If no match comes back, the same build can fall back to Create customer with details from the ActiveCampaign contact. ### ### Can payment status in QuickBooks Online change what happens in ActiveCampaign? Yes. The New paid invoice and New payment triggers can add a tag to a contact, add a note, or move a deal to another stage in ActiveCampaign, so sales sees the billing outcome on the record they already work in. ### ### What can start an automation from QuickBooks Online? Any of QuickBooks Online's 11 triggers in the catalog, including New customer, New paid invoice, New bill and New estimate. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ActiveCampaign when something happens in QuickBooks Online? Any of ActiveCampaign's 84 actions, including Add or update contact by email, Add tag to contact, Create abandoned cart and Create account association. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ActiveCampaign to QuickBooks Online? Yes. When something happens in ActiveCampaign, your agent can act in QuickBooks Online too. This page covers both directions: ActiveCampaign's triggers and QuickBooks Online's actions are listed here as well. ### ### Do I have to build a connector for QuickBooks Online or ActiveCampaign? 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 QuickBooks Online and ActiveCampaign 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.