QuickBooks Online and SysAid integrations and automations

Seamlessly connect QuickBooks Online and SysAid. 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

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

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

SysAid
  • Service Record Created - Advanced Real-time
    Fires when a new service record is created in SysAid containing a raw JSON of data.
  • Service Record Created - Standard Real-time
    Fires when a new service record is created in SysAid containing a standard list of properties.
  • Service Record Updated - Advanced Real-time
    Fires when a service record is updated in SysAid containing a raw JSON of data.
  • Service Record Updated - Standard Real-time
    Fires when a service record is updated in SysAid containing a standard list of properties.

    • 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

SysAid
  • Custom action
    Custom action in SysAid (Custom)
  • Add Agent to Groups
    Add a specific Agent to one or more existing user groups in your SysAid account.
  • Add End User to Groups
    Add a specific end user to one or more existing user groups in your SysAid account.
  • Add Activity to a Service Record
    Add a time-tracked activity entry to an existing service record. Activities typically represent work performed, such as troubleshooting, communication, or on-site visits. To learn more about activities.
  • Add a Note to a Service Record
    Add an internal or public note to an existing service record.
  • Convert Agent to End User
    Convert an existing Agent into an End user. This action removes the Agent's elevated permissions and system roles, effectively transitioning them to a standard user profile. Admin group memberships, roles, and access rights associated with the Agent role will be removed as part of this conversion.
  • Convert End User to Agent
    Convert an existing end user into an Agent. This action grants the user agent-level permissions and enables them to be assigned to service records, join support groups, and access agent-only functionality. Group memberships, roles, and access rights associated with the agent role will be removed as part of this conversion.
  • Create a New Agent
    Create a new IT Agent user in your SysAid account. This person will be able to access and manage service records.
  • Create a New Asset
    Create a new asset in your SysAid account
  • Create a New Attachment
    Finalize new attachment creation after the initial call to generate_presigned_url. The is the 3rd call made by the client in the creation flow (1st is generating a presigned URL, 2nd - uploading the object to storage using the presigned URL).
  • Create a New Configuration Item (CI)
    Creates a new Configuration Item (CI)
  • Create a CI Relation Type
    Create a new CI relation type
  • Create a New Company
    Create a new company in your SysAid account.
  • Create a New End User
    Creates a new end user in your SysAid account.
  • Create a New Group
    Creates a new user group in your SysAid account.
  • Create a CI Relation For a Given CI ID
    Creates a CI relation for a given CI ID
  • Create a Service Record
    Create a new service record (ticket) in your SysAid account.
  • Delete Agent
    Permanently delete an Agent from your SysAid account using their unique ID. This action is irreversible. Once deleted, the Agent's data cannot be recovered. Use this endpoint with caution to remove agents who no longer require access to the system.
  • Delete Asset by ID
    Delete an asset from your SysAid account, this action is irreversible
  • Delete a CI by ID
    Delete a CI using it's ID. All links that use this CI will be removed. Once deleted, the data cannot be recovered
  • Delete a CI Relation Type by ID
    Delete the CI relation type. All CI links that use this relation type will be removed. Once deleted, the data cannot be recovered
  • Delete Company by ID
    Delete a company by its ID.
  • Delete End User
    Permanently delete an end user from your SysAid account using their unique ID. This action is irreversible. Once deleted, the end users' data cannot be recovered. Use this endpoint with caution to remove users who no longer require access to the system.
  • Delete a CI Relation For a Given CI ID
    Permanently deletes a CI relation for a given CI using its unique ID
  • Delete a Service Record
    Permanently deletes a service record using its unique ID. This action is irreversible and will remove the record and all associated data from your SysAid account. Deleting a service record may affect reporting, audit trails, or related workflows.
  • Generates a Presigned URL for an Attachment Upload
    The 1st step in the new attachment creation flow - a request to generate a presigned URL. that the client can use to upload an attachment.
  • Get Agent by ID
    Retrieve detailed information about a specific Agent using their unique SysAid ID.
  • Get List of Agents
    Retrieve a paginated list of agents in your account. Each agent record includes personal details, contact information, role-specific attributes, group membership, and company association.
  • Get Asset by ID
    Retrieve an Asset by ID
  • Get List of Assets
    Retrieve a paginated list of assets in your SysAid account.
  • Get Category Hierarchy
    Returns a hierarchical list of categories.
  • Get Configuration Item (CI) by ID.
    Retrieve a Configuration Item (CI) by ID.
  • Get CI Relation Types
    Retrieve a list of CI relation types configured in SysAid
  • Get CI Relations for a Specific CI by ID
    Retrieve all CI relations for a specific CI by its ID
  • Get List of Configuration Item (CI) Subtypes by CI Type ID.
    Retrieve a list of all available Configuration Item (CI) subtypes for the specific CI type.
  • Get List of Configuration Item (CI) Types.
    Retrieve a list of Configuration Item (CI) types.
  • Get List of Configuration Items (CIs)
    Retrieves a list of Configuration Items (CIs) from your SysAid CMDB.
  • Get List of Companies
    Retrieve a list of all companies configured in your SysAid account.
  • Get Company by ID
    Retrieve a company by its ID.
  • Get End User by ID
    Retrieve detailed information about a specific end user using their unique SysAid ID.
  • Get List of End Users
    Retrieve a paginated list of end users in your SysAid account.
  • Get Group by ID
    Retrieve detailed information about a specific group using its unique ID.
  • Get Group Members
    Retrieve a list of all users assigned to a specific group by its unique ID.
  • Get List of Groups
    Retrieve a list of all user groups in your SysAid account.
  • Get Indexes
    Retrieve a list of available field indexes used across SysAid entities (such as service records, users, assets, etc.). Use this endpoint to dynamically discover which fields can be used for building advanced queries or filters in your integration.
  • Get a Service Record by ID
    Retrieve the full details of a specific service record using its unique SysAid ID.
  • Get Service Record's Action Items
    Allows to retrieve service record's action items.
  • Get Service Record Template by ID
    Get a service record template by ID.
  • Get Service Record Template by Service Record ID
    Get a template by the service record ID.
  • Remove Agent from Groups
    Remove a specific Agent from one or more user groups. Removing an agent from all groups may affect their access permissions and assignment behavior.
  • Remove End User from Groups
    Remove a specific End User from one or more user groups.
  • Resolve a Service Record
    Mark a service record as resolved. Use this endpoint to update the status of an open ticket to indicate that the issue has been addressed.
  • Search Service Records by Specific Parameters
    Search for service records based on filters, fields or customized query parameters. You can filter records using fields such as status, category, priority, assigned group or agent, creation date, and more.
  • Send a Message from a Service Record
    Send an email notification directly from a specific service record to an end user or agent.
  • Update Agent Details
    Update the details of an existing Agent identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update an Asset
    Update the details of an existing asset. Existing fields will be overwritten with newly provided information
  • Update the Configuration Item (CI) by ID
    Update the Configuration Item (CI) by ID
  • Update a CI Relation Type by ID
    Updates the CI relation type. Note: Only custom CI relation types can be updated. Standard CI relation types can't be updated
  • Update a Company
    Update the details of an existing company in your SysAid account.
  • Update End User Details
    Update the details of an existing end user identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update Service Record Details
    Update the details of an existing service record using its unique SysAid ID.
  • Updates An Action Item Status
    Allows to update the service record's action item status.

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation