QuickBooks Online

Available triggers and actions in QuickBooks Online

• Triggers

  • Deleted bill
  • Deleted item
  • New account
  • New bank deposit
  • New bill
  • New bill payment
  • New credit notes
  • New customer
  • New employee
  • New estimate
  • New invoice
  • New item
  • New payment
  • New purchase
  • New sales receipt
  • New/updated account
  • New/updated bill
  • New/updated tax code
  • New/updated tax rate
  • New vendor
  • Updated bill
  • Updated credit notes
  • Updated customer
  • Updated employee
  • Updated estimate
  • Updated invoice
  • Updated item
  • Updated purchase
  • Updated vendor

• Actions

  • Custom action
  • Add line to bill
  • Add line to credit memo
  • Add line to estimate
  • Add line to invoice
  • Add line to purchase
  • Add line to purchase order
  • Add line to sales receipt
  • Create G/L account
  • Create bank deposit
  • Create bill with 1 line item
  • Create bill payment
  • Create bill
  • Create bill with line items
  • Create check / cheque
  • Create class
  • Create credit card credit
  • Create credit memo
  • Create credit memo
  • Create customer
  • Create bank deposit
  • Create employee
  • Create estimate with 1 line item
  • Create estimate
  • Create expense
  • Create invoice with 1 line item
  • Create invoice with line items
  • Create invoice
  • Create item (product or service)
  • Create journal entry
  • Create journal entry with line items
  • Create payment with 1 line item
  • Create payment
  • Create purchase with 1 line item
  • Create purchase order
  • Create purchase order
  • Create refund receipt
  • Create sales receipt with 1 line item
  • Create sales receipt with line items
  • Create sales receipt
  • Create timesheet with 1 line item
  • Create transfer
  • Create vendor
  • Create vendor / supplier credit
  • Get attachments
  • Get customer sales reports
  • Get estimate details
  • Get exchange rate
  • Get invoice details
  • Get item (product or service) details
  • Get profit and loss
  • Get sales receipt details
  • Get timesheet details
  • Search G/L accounts
  • Search customers
  • Get customer details
  • Search employees
  • Get employee details
  • Get payment method details
  • Get sales term details
  • Get vendor details
  • Search vendor bills
  • Search budgets
  • Search checks
  • Search classes
  • Search customers
  • Search departments
  • Search bank deposits
  • Search estimates
  • Search invoices
  • Search items (products or services)
  • Search journal entries
  • Search payment methods
  • Search purchases
  • Search sales receipts
  • Search tax codes
  • Search terms
  • Search timesheets
  • Search vendors
  • Send invoice via email
  • Update bank deposit and line items
  • Update bill and line items
  • Update a bill payment
  • Update bill
  • Update check / cheque
  • Update credit card credit
  • Update credit memo
  • Update customer
  • Update a bank deposit
  • Update employee
  • Update estimate header details
  • Update estimate
  • Update expense
  • Update invoice header details
  • Update invoice and line items
  • Update invoice
  • Update item (product or service)
  • Update a payment
  • Update purchase order
  • Update refund receipt
  • Update sales receipt header details
  • Update sales receipt and lines items
  • Update sales receipt
  • Update timesheet
  • Update a transfer
  • Update vendor
  • Update vendor / supplier credit

Available triggers and actions in SysAid

• Triggers

  • Add Activity to a Service Record
  • Add Agent to Groups
  • Add End User to Groups
  • Add a Note to a Service Record
  • Convert Agent to End User
  • Convert End User to Agent
  • Create a New Agent
  • Create a New Asset
  • Create a New Attachment
  • Create a New End User
  • Create a New Group
  • Create a Service Record
  • Delete Agent
  • Delete Asset by ID
  • Delete End User
  • Delete a Service Record
  • Generates a Presigned URL for an Attachment Upload
  • Get Agent by ID
  • Get Asset by ID
  • Get Category Hierarchy
  • Get End User by ID
  • Get Group Members
  • Get Group by ID
  • Get Indexes
  • Get List of Agents
  • Get List of Assets
  • Get List of CIs
  • Get List of Companies
  • Get List of End Users
  • Get List of Groups
  • Get Service Record Template by ID
  • Get Service Record Template by Service Record ID
  • Get Service Record's Action Items
  • Get a Service Record by ID
  • Remove Agent from Groups
  • Remove End User from Groups
  • Resolve a Service Record
  • Search Service Records by Specific Parameters
  • Send a Message from a Service Record
  • Update Agent Details
  • Update End User Details
  • Update Service Record Details
  • Update an Asset
  • Updates An Action Item Status
  • Build your own SysAid Public API action with a HTTP request

• Actions

  • Create ticket from events
  • Update ticket details, attachments, or comments
  • Add notes/comments to keep conversations aligned
  • Change status and assignments automatically
  • Service Record Created (Real-time)
  • Service Record Updated (Real-time)