QuickBooks Online + Rotessa
Create Rotessa customers from new QuickBooks Online customers
This integration creates a new customer in Rotessa when a new customer is added to QuickBooks Online including matching name, email, address, and display name for reference in Rotessa. The QuickBooks Online display name is mapped to the custom identifier in Rotessa for ease of future integration.
This integration creates a new customer in Rotessa when a new customer is added to QuickBooks Online including matching name, email, address, and display name for reference in Rotessa. The QuickBooks Online display name is mapped to the custom identifier in Rotessa for ease of future integration.
New AccountTriggered when you add a new account.Trigger- New BillTriggers when a new bill is added.Trigger
- New CustomerTriggered when you add a new customer.Trigger
- New EstimateTriggered when you add a new estimate.Trigger
- New ExpenseTriggers when a new expense is added.Trigger
- New InvoiceTriggered when you add a new invoice.Trigger
- New InvoiceTriggered when you add a new invoice (with line item support).Trigger
- New Sales ReceiptTriggered when a new sales receipt is added (with line item support).Trigger
- QuickBooks Online
Triggered when a payment is received (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggers when a new purchase order is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when an existing customer is updated.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new vendor is added.
Scheduled
Trigger
- QuickBooks Online
Create a new bill, optionally tied to a customer.
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new credit memo.
Scheduled
Action
- QuickBooks Online
Adds a new customer.
Scheduled
Action
- QuickBooks Online
Create a new estimate (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new expense using check, cash, or credit card.
Scheduled
Action
- QuickBooks Online
Creates a new product or service.
Scheduled
Action
- QuickBooks Online
Creates a new journal entry.
Scheduled
Action
- QuickBooks Online
Adds a new invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new sales receipt (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new payment, optionally linked to an invoice.
Scheduled
Action
- QuickBooks Online
Creates a new purchase order.
Scheduled
Action
- QuickBooks Online
Creates a new refund receipt.
Scheduled
Action
- QuickBooks Online
Send an existing invoice.
Scheduled
Action
- QuickBooks Online
Send an existing sales receipt.
Scheduled
Action
- QuickBooks Online
Creates a new single time activity.
Scheduled
Action
- QuickBooks Online
Updates an existing customer.
Scheduled
Action
- QuickBooks Online
Updates an existing invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new vendor.
Scheduled
Action
- QuickBooks Online
Find an account by name.
Scheduled
Action
- QuickBooks Online
Find a customer by name or email address.
Scheduled
Action
- QuickBooks Online
Find an invoice by number.
Scheduled
Action
- QuickBooks Online
Find a product by name (with line item support)
Scheduled
Action
- QuickBooks Online
Find a vendor by name.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific customer v2.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific vendor.
Scheduled
Action
- Rotessa
Triggers when a transaction's status is updated to approved in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a transaction's status is updated to declined in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a customer is created in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a customer is created using customer authorization in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a customer is updated in Rotessa.
Instant
Trigger
- Rotessa
Creates a new customer in Rotessa.
Scheduled
Action
- Rotessa
Create a new transaction in Rotessa.
Scheduled
Action
- Rotessa
Update a existing customer.
Scheduled
Action
- Rotessa
Match a Rotessa customer with a unique identifier.
Scheduled
Action
About Rotessa
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