Connect QuickBooks Online to Optimizely

Both apps 80QuickBooks Online 54Optimizely 26

• 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 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 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
  Add attribute

  Creates a new attribute in an Optimizely project, which can be used to target audiences.

• Action
  Add audience

  Adds a new audience to an Optimizely project and returns the id of the audience that was created.

• Action
  Add campaign

  Creates a new personalization campaign in an Optimizely project and returns its id.

• Action
  Add experiment

  Creates a new experiment in an Optimizely project and returns its id.

• Action
  Add feature

  Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.

• Action
  Add page

  Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.

• Action
  Add project

  Creates a new Optimizely project in your account and returns the created project.

• Action
  Delete experiment

  Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.

• Action
  Get audience

  Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.

• Action
  Get campaign

  Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.

• Action
  Get experiment

  Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.

• Action
  Get experiment results

  Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.

• Action
  Get feature

  Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.

• Action
  Get project

  Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings.

• Action
  List attributes

  Returns all attributes in an Optimizely project, including their keys, names and archived status.

• Action
  List audiences

  Returns the audiences in an Optimizely project, optionally filtered by archived or journey status.

• Action
  List campaigns

  Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.

• Action
  List environments

  Returns all of the environments that have been created in an Optimizely project.

• Action
  List events

  Returns all events in an Optimizely project, including pageview events and, optionally, classic goals.

• Action
  List experiments

  Returns all experiments in an Optimizely project or campaign.

• Action
  List features

  Returns all features created in an Optimizely project, including their variables and per-environment rollout rules.

• Action
  List pages

  Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.

• Action
  List projects

  Returns all the projects in your Optimizely account, with their settings and status.

• Action
  Update campaign

  Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.

• Action
  Update experiment

  Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.

• Action
  Update feature

  Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.

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