Connect QuickBooks Online and DocuSign

Both apps 78QuickBooks Online 56DocuSign 22

• 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
  New envelope sent

  Triggered when an envelope is sent from the DocuSign account.

• Action
  Add Envelope Recipients

  Add one or more recipients to an existing envelope.

• Action
  Create Envelope

  Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).

• Action
  Create Envelope From Template

  Create and send an envelope from an existing template using template roles.

• Action
  Create Recipient View

  Generate an embedded signing URL (recipient view) for a recipient of an envelope.

• Action
  Delete Envelope Recipient

  Remove a recipient from an envelope by recipient ID.

• Action
  Get Envelope

  Retrieve a single envelope's status and details by envelope ID.

• Action
  Get envelope audit events

  Retrieve the audit event log for an envelope.

• Action
  Get envelope document

  Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.

• Action
  Get Envelope Documents

  List the documents contained in an envelope.

• Action
  Get Envelope Recipients

  List the recipients of an envelope and their signing status.

• Action
  Get Envelope Status Changes

  List envelopes whose status changed since a given date (status polling).

• Action
  Get Template

  Retrieve a single template's definition by template ID.

• Action
  Get user

  Retrieves the information for a DocuSign user.

• Action
  List Account Users

  List the users in the DocuSign account.

• Action
  List Envelopes

  List envelopes in the account, optionally filtered by status and modified date.

• Action
  List Folders

  List the folders in the account.

• Action
  List Templates

  List the envelope templates in the account.

• Action
  Send Envelope

  Send a draft envelope by changing its status to sent.

• Action
  Update envelope

  Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.

• Action
  Update Envelope Recipients

  Update existing recipients on an envelope (e.g. correct email or name).

• Action
  Void Envelope

  Void a sent envelope, providing a void reason.

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