Connect QuickBooks Online to Support Board

Both apps 92QuickBooks Online 56Support Board 36

• 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
  Add Conversation

  Creates a new conversation.

• Action
  Add Note

  Adds a new note to a conversation.

• Action
  Add User

  Create a new user in Support Board.

• Action
  Delete Message

  Deletes an existing message.

• Action
  Delete Note

  Deletes a note from a conversation.

• Action
  Delete User

  Deletes a user and all linked conversations and messages.

• Action
  Delete Users

  Deletes multiple users and all linked conversations and messages.

• Action
  Direct Message

  Sends a direct chat message.

• Action
  Get Agents in Conversation

  Returns an array with all the agents with at least one message in the conversation.

• Action
  Get Conversation

  Returns a conversation and the messages of the conversation.

• Action
  Get Conversations

  Returns all the conversations. Each conversation includes the last message of the conversation.

• Action
  Get External Setting

  Returns an external setting. External settings are saved on a dedicated database row.

• Action
  Get Last Agent in Conversation

  Returns the last agent who answered a conversation.

• Action
  Get Last Message

  Returns the last message in a conversation.

• Action
  Get Multi Setting

  Returns a subsetting of another setting.

• Action
  Get New Conversations

  Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get New Messages

  Returns the messages of a conversation created after the given date/ID.

• Action
  Get New User Conversations

  Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get Notes

  Returns the internal notes of a conversation.

• Action
  Get Setting

  Returns a setting saved in the Settings area.

• Action
  Get Settings

  Returns an array with all the settings.

• Action
  Get User

  Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist.

• Action
  Get User Conversations

  Returns the conversations of a user. Each conversation includes the last message of the conversation.

• Action
  Google Translate

  Translates multiple strings via Google Translate.

• Action
  Login

  Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful.

• Action
  Push Notification

  Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area.

• Action
  Search Conversations

  Returns the conversations matching the search.

• Action
  Search User Conversations

  Returns the conversations of the given user ID that matches the search terms.

• Action
  Send Message

  Adds a new message to an existing conversation.

• Action
  Telegram Send Message

  Sends a message to Telegram.

• Action
  Update Conversation Agent

  Assigns or update the agent assigned to a conversation.

• Action
  Update Conversation Department

  Updates the department of a conversation.

• Action
  Update Conversation Status

  Updates the status code of a conversation.

• Action
  Update Message

  Updates an existing message.

• Action
  Update User

  Updates the details of an existing user.

• Action
  WhatsApp Send Message

  Sends a message to a WhatsApp number.

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