Connect QuickBooks Online to Files.com

Both apps 79QuickBooks Online 56Files.com 23

• 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
  Automation Run Completed

  Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes.

• Trigger
  File Deleted

  Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it.

• Trigger
  Group Created

  Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions.

• Trigger
  New File or Folder Created

  Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it.

• Trigger
  New File Uploaded

  Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time.

• Trigger
  Share Link Created

  Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires.

• Trigger
  User Created

  Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions.

• Action
  Add User to Group

  Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username.

• Action
  Copy File

  Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background.

• Action
  Create Folder

  Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details.

• Action
  Create Group

  Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID.

• Action
  Create Share Link

  Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address.

• Action
  Delete File

  Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option.

• Action
  Delete Folder

  Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it.

• Action
  Delete Group

  Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed.

• Action
  Delete User

  Deletes a user from Files.com by their ID, removing their access to the site.

• Action
  Download File

  Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file.

• Action
  List Folder Contents

  Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time.

• Action
  Move File

  Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards.

• Action
  Remove User from Group

  Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it.

• Action
  Run Automation

  Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background.

• Action
  Update User

  Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values.

• Action
  Upload File

  Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size.

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