Connect QuickBooks Online to Lob

Both apps 96QuickBooks Online 56Lob 40

• 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
  Autocomplete US Address

  Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.

• Action
  Bulk Verify International Addresses

  Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.

• Action
  Cancel Check

  Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.

• Action
  Cancel Letter

  Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.

• Action
  Cancel Postcard

  Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.

• Action
  Create Address

  Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.

• Action
  Create Bank Account

  Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.

• Action
  Create Template

  Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.

• Action
  Delete Address

  Deletes a saved address from Lob. Returns the deleted address's ID.

• Action
  Delete Bank Account

  Deletes a saved bank account from Lob. Returns the deleted bank account's ID.

• Action
  Delete Template

  Deletes an HTML template from Lob. Returns the deleted template's ID.

• Action
  Get Address

  Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.

• Action
  Get Bank Account

  Returns one saved bank account from Lob by its ID, including whether it has been verified.

• Action
  Get Check

  Returns one check from Lob by its ID, including its amount, status and delivery tracking events.

• Action
  Get Letter

  Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Postcard

  Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Template

  Returns one HTML template from Lob by its ID, including its published version and version history.

• Action
  List Addresses

  Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.

• Action
  List Bank Accounts

  Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.

• Action
  List Booklets

  Returns the booklets you have created in Lob, newest first, with cursors for paging through more.

• Action
  List Campaigns

  Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Checks

  Returns the checks you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Informed Delivery Campaigns

  Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Letters

  Returns the letters you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Postcards

  Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List QR Code Analytics

  Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.

• Action
  List Snap Packs

  Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Templates

  Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.

• Action
  List Uploads

  Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.

• Action
  Look Up ZIP Code

  Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.

• Action
  Reverse Geocode Lookup

  Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.

• Action
  Send Check

  Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.

• Action
  Send Letter

  Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.

• Action
  Send Postcard

  Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.

• Action
  Update Template

  Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.

• Action
  Validate Recipient Identity

  Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.

• Action
  Verify Bank Account

  Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.

• Action
  Verify International Address

  Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.

• Action
  Verify Single Line US Address

  Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.

• Action
  Verify US Address

  Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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