Integration

Connect QuickBooks Online to Attio

When something happens in QuickBooks Online, your agent does the next thing in Attio. Describe it in plain language and the automation is built, tested on every branch and kept running.

QuickBooks Online11 triggersQuickBooks Online45 actionsAttio7 triggersAttio13 actions

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

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Everything your agent can do with QuickBooks Online and Attio

Triggers and actions 18 triggers · 58 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
List Entry Created
Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
Trigger
List Entry Deleted
Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
Trigger
List Entry Updated
Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
Trigger
Record Created
Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
Trigger
Record Deleted
Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
Trigger
Record Updated
Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
Trigger
Task Created
Triggers when a new task is created in Attio, giving you the new task's ID and who created it.
Action
Create List Entry
Adds a record to an Attio list as a new list entry and returns the entry.
Action
Create Note
Creates a note on an Attio record and returns the new note.
Action
Create or Update List Entry by Parent Record
Adds a record to an Attio list, or updates its existing entry if it is already on the list.
Action
Create or Update Record
Creates a record in Attio, or updates the existing record that matches on the chosen field.
Action
Create Record
Creates a new record on the chosen Attio object and returns it.
Action
Create Storage Location
Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
Action
Create Task
Creates a task in Attio, optionally linked to a record and assigned to a workspace member.
Action
Delete List Entry
Removes an entry from an Attio list.
Action
Find List Entries
Returns the entries on an Attio list.
Action
Find Records
Searches records on the chosen Attio object and returns the matches.
Action
Update List Entry
Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
Action
Update Record
Updates the field values on an existing Attio record. Fields you leave blank are left untouched.
Action
Update Task
Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.

Each app on its own

The other way round: Attio to QuickBooks Online