QuickBooks Online and SPOTIO 2.0 integrations and automations

Seamlessly connect QuickBooks Online and SPOTIO 2.0. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

QuickBooks Online
  • Deleted bill
    Deleted bill in QuickBooks
  • Deleted item
    Deleted item in QuickBooks
  • New account
    New account in QuickBooks
  • New bank deposit
    New deposit in QuickBooks
  • New bill
    New bill in QuickBooks
  • New bill payment
    New bill payment in QuickBooks
  • New credit notes
    New credit memo in QuickBooks
  • New customer
    New customer in QuickBooks
  • New employee
    New employee in QuickBooks
  • New estimate
    New estimate in QuickBooks
  • New invoice
    New invoice in QuickBooks
  • New item
    New item in QuickBooks
  • New payment
    New payment in QuickBooks
  • New purchase
    New purchase in QuickBooks
  • New sales receipt
    New sales receipt in QuickBooks
  • New/updated account
    New or updated account in QuickBooks
  • New/updated bill
    New or updated bill in QuickBooks
  • New vendor
    New vendor in QuickBooks
  • Updated bill
    Updated bill in QuickBooks
  • Updated credit notes
    Updated credit memo in QuickBooks
  • Updated customer
    Updated customer in QuickBooks
  • Updated employee
    Updated employee in QuickBooks
  • Updated estimate
    Updated estimate in QuickBooks
  • Updated invoice
    Updated invoice in QuickBooks
  • Updated item
    Updated item in QuickBooks
  • Updated purchase
    Updated purchase in QuickBooks
  • Updated vendor
    Updated vendor in QuickBooks

    • Any other trigger you can think up

SPOTIO 2.0
  • Activity changed Batch Real-time
    Monitors for activities that are created or updated in Spotio
  • Activity deleted Real-time
    Monitors for activities that are deleted in Spotio
  • Record created/updated Batch Real-time
    Monitors for data objects (E.G. leads, contacts, opportunities) created or updated in Spotio
  • Record deleted Real-time
    Monitors for data objects deleted in Spotio

    • Any other trigger you can think up

Actions

Do this…

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

    • Any other action you can think up

SPOTIO 2.0
  • Create activity
    Create a new activity (visit, call, email, etc.) in Spotio
  • Create appointment
    Schedule a new appointment with a data object in Spotio
  • Create data object
    Create a new data object in Spotio with all relevant information
  • Delete data object
    Delete a data object permanently or move related records to another parent
  • Export data objects
    Generate a CSV export of your data objects that will be emailed to you
  • Get activity feed
    Get a paginated list of activities with comprehensive filtering options
  • Get appointment
    Get details for a specific appointment using its ID
  • Get data object by ID
    Get complete details for a specific data object using its unique ID
  • Get user by external id
    Get a user in your Spotio account using their external id
  • Get users
    Get a list of users in your Spotio account with basic filtering
  • Merge data objects
    Merge one or more source data objects into a target data object in Spotio
  • Search data objects
    Search and filter data objects in your Spotio account using various criteria
  • Search users
    Search for users in your Spotio account with comprehensive filtering options
  • Update activity
    Update details of an existing activity in Spotio
  • Update appointment
    Update the details of an existing appointment in Spotio
  • Update data object
    Update any fields on an existing data object using its ID

    • Any other action you can think up

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