Integration
Connect QuickBooks Online to ConvertAPI PDF Tools
When something happens in QuickBooks Online, your agent does the next thing in ConvertAPI PDF Tools. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want QuickBooks Online and ConvertAPI PDF Tools to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with QuickBooks Online and ConvertAPI PDF Tools
Triggers and actions 11 triggers · 62 actions
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate 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 invoiceCreates 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 entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create refund receiptCreates a new refund receipt for a customer with a single line item.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate 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 itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids an existing customer payment. Requires the payment Id and current SyncToken.
Action
Advanced: Convert FileConvert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.
Action
Combine or Merge PDF FilesMerge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.
Action
Compress PDFReduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.
Action
Email to PDFConvert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.
Action
Images to PDFCombine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.
Action
Office to PDFConvert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.
Action
PDF to DOCXConvert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.
Action
PDF to PDF/AConvert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.
Action
PDF to PNGThe API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.
Action
PDF to PPTXConvert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.
Action
PDF to XLSXExtract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.
Action
Protect PDFAdd password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.
Action
Redact PDFRemove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.
Action
Repair PDFFix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.
Action
WEB to JPGConvert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.
Action
WEB to PDFConvert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.
Action
WEB to PNGConvert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.