Integration
Connect QuickBooks Online to PDF.co
When something happens in QuickBooks Online, your agent does the next thing in PDF.co. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want QuickBooks Online and PDF.co to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with QuickBooks Online and PDF.co
Triggers and actions 11 triggers · 73 actions
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate 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 invoiceCreates 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 entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create refund receiptCreates a new refund receipt for a customer with a single line item.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate 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 itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids an existing customer payment. Requires the payment Id and current SyncToken.
Action
Add Barcode to PDFDraws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.
Action
Add Form Field to PDFAdd a fillable form field (text field or checkbox) to a PDF at a specified position.
Action
Add Image to PDFAdd an image, logo, or signature to a PDF at a specified position.
Action
Add Text to PDFAdd Text to PDF
Action
Advanced Barcode ReaderDecode barcodes from images or PDF documents swiftly and accurately.
Action
AI Invoice ParserTransform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Action
Anything to PDF ConverterSeamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
Action
Barcode GeneratorGenerate a variety of barcodes , e.g. QRCode .
Action
Compress and Optimize PDFSignificantly reduce PDF file size by compressing and optimizing images and objects within the document.
Action
Convert Scanned PDF to Searchable PDFConverts a scanned PDF or image file into a text-searchable PDF.
Action
Custom API CallAllows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
Action
Document ClassifierAnalyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.
Action
Document ParserExtract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.
Action
Get PDF InformationExtract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
Action
HTML to PDF ConverterConvert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
Action
PDF FillerAdd text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
Action
PDF Find TableThis operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
Action
PDF MergerCombine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
Action
PDF Page ToolsTools to rotate and delete pages from your PDF files effectively.
Action
PDF SecurityAdd/Remove Password and Security Features to/from PDF file
Action
PDF to Anything ConverterConvert PDF to JPG, PNG, CSV, XML, JSON and other formats
Action
Search and Delete Found Text in PDFIdentify and remove specified text from a PDF document using text search or fixed-position coordinates
Action
Search and Replace Text in PDFLocate and replace specified text within a PDF document
Action
Search and Replace With Image in PDFSearch text inside PDF and replace with Image
Action
Search in PDFAllows you to search for specific text within PDF documents or scanned images.
Action
Split PDF Based on Barcode SearchThis operation segments a PDF document based on barcode search, creating new PDF files for each segment.
Action
Split PDF Based on Text SearchThis operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
Action
Split PDF Into Multiple FilesThis operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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