New Expense
Triggers when a new Expense is createdNew Bill
Triggers when a new Bill is created in ExpensesNew Customer
Triggers when a customer is createdNew Journal Entry
Triggers when a new Journal Entry is createdNew Payment
Triggers when a payment is receivedNew Purchase Order
Triggers when a new Purchase Order is createdNew 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 Sales Receipt
Triggers when you add a new Sales ReceiptNew Account
Triggers when you add a new AccountInvoice Updated
Triggers when an existing Invoice gets UpdatedNew Invoice
Triggers when you add a new InvoiceNew Estimate
Triggers when a Estimate is addedModified Customer
Triggers when a customer data is modifiedBill Due
Triggers when a Bill is nearing/past Due date by a specified number of days.Invoice Due
Triggers when an Invoice is nearing/past Due date by a specified number of days.New Vendor
Triggers when a Vendor is added
Add or Update a Customer
Creates a customer, updates existing one based on Display nameAdd an Invoice
Creates an invoice for a customerAdd a Payment
Creates a Payment for a CustomerAdd a Sales Receipt
Creates a sales invoice for a customerAdd a Vendor
Creates a new VendorAdd a Purchase Order
Add a Purchase OrderAdd an Expense (account based)
Add an expense (account line support)Add a Credit Note
Add a Credit NoteAdd a Product or Service
Creates a new Product/ServiceAdd a Journal Entry
Add a Journal EntryAdd Line Item To Invoice
add a new line item to an existing invoiceAdd Note
Add Note to a ResourceAdd a Bill
Add a bill to a vendorAdd a Cheque
Add a ChequeAdd a Refund Receipt
Adds a Refund ReceiptAdd an Estimate
Add an EstimateAdd Time Activity
Add Time ActivityAdd an Expense (item based)
Add an expenseSearch a Customer
Searches for a Customer based on Name or EmailUpdate Bill
Updates an existing BillSearch a Product or Service
Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.Search Vendors
Searches for a Vendor based on Name, Email or IdSend Invoice
Send an invoice to a specified emailSend a Sales Receipt
Send a Sales Receipt to a specified emailUpdate an Invoice
Updates an existing Invoice using Invoice IDSearch Invoice
Searches for a Invoice based on Invoice Number
CRM
Run workflows spanning across your CRM, QuickBooks Online and Email apps. Trigger workflows automatically when things happen in any of the apps.
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