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Connect Podio and QuickBooks Online the way you want. Start by selecting the trigger and action events listed here.
New Item Created
Triggers when new item is created in the selected application
New Task Created
Triggers when new shared task is created
New Comment Added
Triggers when new comment is added in the selected application
New Member Added
Triggers when new member is added to a space
New Status Posted
Triggers when new status is posted by any user in the Workspace
Tag Added to an Item
Triggers when a tag is added to any Item in the selected application
Item Deleted
Triggers when new item is deleted in the selected application
Member Removed
Triggers when a member is removed from the selected space
New Bill
Triggers when a new Bill is created in Expenses
New Bill Payment
Triggers when a Payment is made for existing Bills
New Customer
Triggers when a customer is created
New Expense
Triggers when a new Expense is created
New Journal Entry
Triggers when a new Journal Entry is created
New Payment
Triggers when a payment is received
New Purchase Order
Triggers when a new Purchase Order is created
Estimate Updated
Triggers when an existing Estimate gets Updated
Invoice Updated
Triggers when an existing Invoice gets Updated
New Account
Triggers when you add a new Account
New Credit Memo
Triggers when you add a new Credit Memo
New Expense Line Item
Triggers when there is a new Expense, for each line item. If there is an Expense with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Invoice
Triggers when you add a new Invoice
New Invoice Line Item
Triggers when there is a new Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Product or Service
Triggers when you add a new Product or Service
New Sales Receipt
Triggers when you add a new Sales Receipt
Bill Due
Triggers when a Bill is nearing/past Due date by a specified number of days.
Modified Customer
Triggers when a customer data is modified
Invoice Due
Triggers when an Invoice is nearing/past Due date by a specified number of days.
New Estimate
Triggers when a Estimate is added
New Vendor
Triggers when a Vendor is added
Add a Bill
Add a bill to a vendor
Add a Cheque
Add a Cheque
Add or Update a Customer
Creates a customer, updates existing one based on Display name
Add an Invoice
Creates an invoice for a customer
Add a Payment
Creates a Payment for a Customer
Add a Sales Receipt
Creates a sales invoice for a customer
Add a Vendor
Creates a new Vendor
Add a Credit Memo
Add a Credit Memo
Add an Estimate
Add an Estimate
Add an Expense (item based)
Add an expense
Add an Expense (account based)
Add an expense (account line support)
Add a Product or Service
Creates a new Product/Service
Add a Journal Entry
Add a Journal Entry
Add Line Item To Invoice
add a new line item to an existing invoice
Add Line Item To Sales Receipt
Add a new Line Item to an existing Sales Receipt
Add Note
Add Note to a Resource
Add a Purchase Order
Add a Purchase Order
Add a Refund Receipt
Adds a Refund Receipt
Add Time Activity
Add Time Activity
Search Bill
Searches for Bill based on Name or Id.
Search a Customer
Searches for a Customer based on Name or Email or ID
Search a Product or Service
Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
Search a Sales Receipt
Search Sales Receipt based on Number or ID
Search Vendor
Searches for a Vendor based on Name, Email or Id
Send Invoice
Send an invoice to a specified email
Send a Sales Receipt
Send a Sales Receipt to a specified email
Update Bill
Updates an existing Bill
Update an Estimate
Updates an existing Estimate using Estimate ID
Update an Invoice
Updates an existing Invoice using Invoice ID
Search Account
Searches for a Account based on Account Number or Name (Chart of Accounts)
Search Estimate
Searches for a Estimate based on Estimate Number or ID
Search Invoice
Searches for a Invoice based on Invoice Number or ID
Add an Item
Adds a new item
Add a Task
Adds a new task
Add a Status
Adds a new status
Search Items
Finds an item
Update an Item
Updates an item
Update a Task
Updates a Task
Complete a Task
Completes a Task
Search Apps
Finds an App
Search Members
Finds a member
Search Spaces
Finds a Workspace
Search Tasks
Finds a Task
Delete an Item
Deletes an item
Create your custom integration by selecting the Trigger event and Action to be performed.
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