Integration
Connect Slack and QuickBooks Online
When New File (instant) fires in Slack, your agent runs Get invoice PDF in QuickBooks Online, or New bill in QuickBooks Online to Send Direct Message in Slack. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Slack and QuickBooks Online to do together?
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Claude Code
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Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
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Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
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Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Connecting QuickBooks Online and Slack puts billing activity where your team already talks. New invoices, bills and customers in QuickBooks can be announced in the right Slack channel with the PDF attached, and messages, files or approval reactions in Slack can create estimates, expenses and bill payments back in QuickBooks Online.
Example flows
What Slack and QuickBooks Online can do together
From Slack to QuickBooks Online
When New File (instant) in Slack
then Get invoice PDF in QuickBooks Online
When New Reaction Added in Slack
then Create customer in QuickBooks Online
From QuickBooks Online to Slack
When New bill in QuickBooks Online
then Send Direct Message in Slack
When New customer in QuickBooks Online
then Send Ephemeral Message in Slack
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Slack and QuickBooks Online
Triggers and actions 26 triggers · 105 actions
Trigger
New ChannelTriggers when a new channel is created in the workspace.
Trigger
New Channel (instant)Triggers when a new channel is created (Slack event channel_created).
Trigger
New Channel MemberTriggers when a member joins a chosen channel (Slack event member_joined_channel).
Trigger
New File (instant)Triggers when a new file is uploaded to the workspace (Slack event file_created).
Trigger
New Mention (instant)Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
Trigger
New Message Posted to ChannelTriggers when a message is posted to a chosen channel (Slack event message.channels).
Trigger
New Message Posted to Private ChannelTriggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).
Trigger
New Pinned ItemTriggers when an item is pinned in a channel.
Trigger
New Public Message Posted AnywhereTriggers when a message is posted to any public channel (Slack event message.channels).
Trigger
New Reaction AddedTriggers when an emoji reaction is added to a message (Slack event reaction_added).
Trigger
New Saved MessageTriggers when a message or file is saved (starred) (Slack event star_added).
Trigger
New Team Custom EmojiTriggers when a custom emoji is added to the workspace (Slack event emoji_changed).
Trigger
New Thread ReplyTriggers when a new reply is added to a message thread.
Trigger
New UserTriggers when a new user joins the workspace. Polling; deduped by user id.
Trigger
New User (instant)Triggers when a new user joins the workspace (Slack event team_join).
Action
Add BookmarkAdd a bookmark to a channel.
Action
Add ReactionAdd an emoji reaction to a message.
Action
Add StarSave a message or file by starring it.
Action
Archive ChannelArchive a channel.
Action
Complete ReminderMark a reminder as complete.
Action
Create CanvasCreate a standalone canvas document.
Action
Create ChannelCreate a new public or private channel.
Action
Create Channel CanvasCreate a canvas attached to a channel.
Action
Create ReminderCreate a reminder for a user at a specified time.
Action
Delete CanvasDelete a canvas.
Action
Delete FileDelete a file from the workspace.
Action
Delete MessageDelete a message from a channel by timestamp.
Action
Delete ReminderDelete a reminder.
Action
Delete Scheduled MessageCancel a scheduled message before it is sent.
Action
Edit BookmarkEdit an existing channel bookmark.
Action
Edit CanvasEdit the content of a canvas.
Action
Find Channel by NameList channels filtered to locate a channel by name (client filters the returned list).
Action
Find User by EmailLook up a Slack user by their email address.
Action
Get Channel MessagesFetch the message history of a channel.
Action
Get File InfoGet information about a file.
Action
Get Message PermalinkGet a permanent link to a specific message.
Action
Get Message ReactionsGet the emoji reactions on a message.
Action
Get Team InfoGet information about the workspace.
Action
Get Thread RepliesGet the replies in a message thread.
Action
Get User InfoGet profile information for a Slack user by ID.
Action
Get User PresenceGet a user's current presence status.
Action
Get User ProfileGet a user's profile fields.
Action
Invite User to ChannelInvite one or more users to a channel (comma-separated user IDs).
Action
Join ChannelJoin a public channel.
Action
Leave ChannelLeave a channel.
Action
List BookmarksList the bookmarks in a channel.
Action
List Channel MembersList the members of a channel.
Action
List ChannelsList channels in the workspace (public and private).
Action
List Custom EmojisList the workspace's custom emojis.
Action
List FilesList files in the workspace, optionally filtered by channel or user.
Action
List Pinned ItemsList the items pinned in a channel.
Action
List Scheduled MessagesList messages scheduled to be sent later.
Action
List User GroupsList the workspace's user groups.
Action
List UsersList all users in the workspace.
Action
List User's ChannelsList the channels a user is a member of.
Action
Mark Channel ReadSet the read cursor position in a channel.
Action
Pin MessagePin a message to a channel.
Action
Remove BookmarkRemove a bookmark from a channel.
Action
Remove ReactionRemove an emoji reaction from a message.
Action
Remove StarRemove a star from a message or file.
Action
Remove User from ChannelRemove a member from a channel.
Action
Rename ChannelRename a channel.
Action
Schedule MessageSchedule a message to be sent to a channel at a future Unix time.
Action
Search FilesSearch files across the workspace.
Action
Search MessagesSearch messages across the workspace.
Action
Send Direct MessageOpen a DM with a user and post a message to it.
Action
Send Ephemeral MessageSend a message in a channel that is visible only to one user.
Action
Send MessagePost a message to a channel, private group, or DM.
Action
Set Channel PurposeSet the purpose (description) for a channel.
Action
Set Channel TopicSet the topic for a channel.
Action
Set User PresenceSet the authenticated user's presence status.
Action
Unarchive ChannelRestore an archived channel.
Action
Unpin MessageRemove a pinned message from a channel.
Action
Update MessageUpdate an existing message in a channel by timestamp.
Action
Upload FileUpload a file and share it to one or more channels.
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Slack and QuickBooks Online, answered
Can the team see the actual invoice, not just a summary?
Yes. The agent can use Get invoice PDF in QuickBooks Online and then Upload File in Slack so the document sits in the channel alongside the message naming the customer, due date and balance.
Can a Slack message or reaction change something in QuickBooks Online?
It can. A message in a chosen channel can drive Create estimate, an uploaded receipt can drive Create expense (purchase), and a reaction added to a message can drive Pay bill against the bank or card account you name.
What can start an automation from Slack?
Any of Slack's 15 triggers in the catalog, including New File (instant), New Reaction Added, New Channel and New Channel (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickBooks Online when something happens in Slack?
Any of QuickBooks Online's 45 actions, including Create expense (purchase), Get invoice PDF, Pay bill and Create account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBooks Online to Slack?
Yes. When something happens in QuickBooks Online, your agent can act in Slack too. This page covers both directions: QuickBooks Online's triggers and Slack's actions are listed here as well.
Do I have to build a connector for Slack or QuickBooks Online?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Slack and QuickBooks Online without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.