Connect QuickBooks Online to Kartra

Both apps 79QuickBooks Online 56Kartra 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.

• Action
  Assign Tag to Lead

  Assigns an existing tag to a lead, identified by email address.

• Action
  Cancel a Subscription

  Cancels a recurring payment subscription, found by transaction ID or subscription ID.

• Action
  Cancel Lead Subscription to Calendar

  Cancels a lead's booking in a calendar class.

• Action
  Create New Lead

  Creates a new lead. Fails if a lead with that email already exists.

• Action
  Edit Lead

  Updates an existing lead, found by lead ID or email address.

• Action
  Edit Subscription

  Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.

• Action
  Modify Subscription Status

  Pauses, resumes or cancels a recurring payment subscription.

• Action
  Refund a Transaction

  Refunds a payment transaction, in full or in part.

• Action
  Remove Points From a Lead

  Deducts points from a lead's score.

• Action
  Retrieve All the Custom Fields in Your Account

  Returns every custom field in the account, with its type and options.

• Action
  Retrieve All the Lists in Your Account

  Returns the names of every list in the account.

• Action
  Retrieve All the Sequences in Your Account

  Returns the names of every sequence in the account.

• Action
  Retrieve All the Tags in Your Account

  Returns the names of every tag in the account.

• Action
  Retrieve Lead Details

  Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.

• Action
  Retrieve Subscription Details

  Returns the details of one recurring payment subscription.

• Action
  Retrieve Transaction Details

  Returns the details of one payment transaction.

• Action
  Search Lead

  Finds a lead by lead ID or email address and returns the lead's profile.

• Action
  Subscribe Lead to Calendar

  Books a lead into a class on a Kartra calendar.

• Action
  Subscribe Lead to List

  Subscribes a lead to an existing mailing list.

• Action
  Subscribe Lead to Sequence

  Adds a lead to a sequence, starting at the given step.

• Action
  Unassign Tag From Lead

  Removes a tag from a lead, identified by email address.

• Action
  Unsubscribe Lead From List

  Unsubscribes a lead from a mailing list.

• Action
  Unsubscribe Lead From Sequence

  Removes a lead from a sequence.

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