Integration
Connect QuickBooks Online to Smartsheet via API Token
When something happens in QuickBooks Online, your agent does the next thing in Smartsheet via API Token. 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 Smartsheet via API Token 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 Smartsheet via API Token
Triggers and actions 20 triggers · 139 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.
Trigger
List contactsList contacts
Trigger
List dashboardsList dashboards
Trigger
List org groupsList org groups
Trigger
List reportsList reports
Trigger
List sheetsList sheets
Trigger
List workspacesList workspaces
Trigger
New favoriteTriggers when a new item is added to your favorites.
Trigger
New rowPolling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
Trigger
New search resultTriggers when a new item matches your search query.
Action
Add columnsAdd columns
Action
Add favoritesAdd favorites
Action
Add image to cellAdd image to cell
Action
Add rowsAdd one or more rows to a sheet. Provide an array of row objects with cells.
Action
Add summary fieldsAdd summary fields
Action
Attach file or URL to commentAttach file or URL to comment
Action
Attach file or URL to rowAttach file or URL to row
Action
Attach file or URL to sheetAttach file or URL to sheet
Action
Attach new versionAttach new version
Action
Copy folderCopy folder
Action
Copy rows to another sheetCopy rows to another sheet
Action
Copy sheetCopy sheet
Action
Copy workspaceCopy workspace
Action
Create a commentCreate a comment
Action
Create a discussion on a rowCreate a discussion on a row
Action
Create an update requestCreate an update request
Action
Create cross-sheet referencesCreate cross-sheet references
Action
Create discussionCreate discussion
Action
Create folderCreate a folder in the user's Home.
Action
Create folder in workspaceCreate folder in workspace
Action
Create proofCreate proof
Action
Create proof discussionCreate proof discussion
Action
Create proof requestCreate proof request
Action
Create sheetCreates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
Action
Create sheet in folderCreate sheet in folder
Action
Create sheet in workspaceCreate sheet in workspace
Action
Create workspaceCreate workspace
Action
Delete a commentDelete a comment
Action
Delete a discussionDelete a discussion
Action
Delete an update requestDelete an update request
Action
Delete attachmentDelete attachment
Action
Delete columnDelete column
Action
Delete favoritesRemoves one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
Action
Delete folderDelete folder
Action
Delete reportDelete report
Action
Delete rowsDelete rows
Action
Delete sent update requestDelete sent update request
Action
Delete sheetDelete a sheet by id.
Action
Delete summary fieldsDelete summary fields
Action
Delete workspaceDelete workspace
Action
Edit a commentEdit a comment
Action
Get a commentGet a comment
Action
Get an update requestGet an update request
Action
Get attachmentGet attachment
Action
Get columnGet column
Action
Get contactGet contact
Action
Get cross-sheet referenceGet cross-sheet reference
Action
Get discussionGet discussion
Action
Get folder metadataGet folder metadata
Action
Get proofGet proof
Action
Get reportGet report
Action
Get rowGet a single row from a sheet by row id.
Action
Get sent update requestGet sent update request
Action
Get sheetGet a sheet by id, including its rows and columns.
Action
Get sheet summaryGet sheet summary
Action
Get summary fieldsGet summary fields
Action
Get userGet user
Action
Get workspaceRetrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
Action
Is favoriteIs favorite
Action
List attachmentsList attachments
Action
List columnsList all columns of a sheet.
Action
List contentsList contents
Action
List cross-sheet referencesList cross-sheet references
Action
List discussion attachmentsList discussion attachments
Action
List discussionsList discussions
Action
List discussions with a rowList discussions with a row
Action
List folder childrenList folder children
Action
List foldersList the folders in the user's Home.
Action
List proof attachmentsList proof attachments
Action
List proofsList proofs
Action
List row attachmentsList row attachments
Action
List sheet rowsConvenience read: returns the rows of a sheet (the full sheet object with rows and columns).
Action
List sheetsList all sheets the user has access to.
Action
Lists sent update requestsLists sent update requests
Action
List update requestsList update requests
Action
List workspace childrenList workspace children
Action
List workspacesList all workspaces the user has access to.
Action
Move folderMove folder
Action
Move rows to another sheetMove rows to another sheet
Action
Move sheetMove sheet
Action
SearchSearch across all sheets the user can access for the given text.
Action
Search sheetSearch a specific sheet for the given text.
Action
Send report via emailSend report via email
Action
Send rows via emailSend rows via email
Action
Send sheet via emailSend sheet via email
Action
Sort rows in sheetSort rows in sheet
Action
Update an update requestUpdate an update request
Action
Update columnUpdate column
Action
Update folderUpdate folder
Action
Update proof statusUpdate proof status
Action
Update rowsUpdate one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
Action
Update sheetUpdate sheet
Action
Update summary fieldsUpdate summary fields
Action
Update workspaceUpdate workspace
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.