QuickBooks Desktop
Connecteam
Integrate QuickBooks Desktop with Connecteam within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between QuickBooks Desktop and Connecteam.
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QuickBooks Desktop with Connecteam in minutes
Supported Triggers & Actions
Bill Added
Triggers when a new bill is added.
Trigger
Schedule
Customer Updated
Triggers when a customer information is updated.
Trigger
Schedule
Estimate Added
Triggers when a new estimate record is added.
Trigger
Schedule
Invoice Marked As Paid
Triggers when a invoice is marked as paid.
Trigger
Schedule
Invoice Updated
Triggers when a invoice is updated.
Trigger
Schedule
Journal Entry Added
Triggers when a new journal entry record is added.
Trigger
Schedule
New Customer Added
Triggers when a new customer is added.
Trigger
Schedule
New Invoice Added
Triggers when a new invoice is added.
Trigger
Schedule
Purchase Order Added
Triggers when a new purchase order record is added.
Trigger
Schedule
Receive Payment Added
Triggers when a new receive payment record is added.
Trigger
Schedule
Clock In Added
Triggers when a user clocks in (shift or manual break).
Trigger
Schedule
Clock In or Out Added
Triggers when a user clocks in or out (shift or manual break).
Trigger
Schedule
Clock Out Added
Triggers when a user clocks out (shift or manual break).
Trigger
Schedule
Form Submitted
Triggers when a new form submitted.
Trigger
Schedule
Shift Deleted
Triggers when an existing shift is deleted.
Trigger
Schedule
Shifts Created
Receive real-time data updates on shifts creation at your specified URL.
Trigger
Schedule
Shifts Updated
Triggers when an existing shift is updated.
Trigger
Schedule
Task Completed
Triggers when a task is completed.
Trigger
Schedule
Task Published
Triggers when a task is published.
Trigger
Schedule
Time Activity Added
Triggers when an admin manually adds a new time activity.
Trigger
Schedule
Time Activity Edited
Triggers when an admin edits an existing time activity.
Trigger
Schedule
User Created
Triggers when a new user is created.
Trigger
Schedule
User Deleted
Triggers when an exsting user is deleted.
Trigger
Schedule
User Updated
Triggers when an exsting user is updated.
Trigger
Schedule
Add Bill
Add new bill in QuickBooks.
Action
Write
Add Estimate
Add new estimate in the QuickBooks.
Action
Write
Add Invoice
Add new invoice record in QuickBooks.
Action
Write
Add Invoice (Multiple Items)
Add new invoice record in QuickBooks.
Action
Write
Add Journal Entry
Add new journal entry in QuickBooks.
Action
Write
Add New Customer
Add new customer record in QuickBooks.
Action
Write
Add Purchase Orders
Add new purchase orders in QuickBooks.
Action
Write
Add Receive Payment
Receive payments in the QuickBooks.
Action
Write
Find Bill
Find a bill.
Action
Write
Find Customer
Find an customer using either customer name, company name or id.
Action
Write
Find Estimate
Find an estimate using either estimate number, estimate id or estimate date.
Action
Write
Find Invoice
Find an invoice using either invoice Number, invoice ID, invoice paid or invoice Date.
Action
Write
Find Journal Entry
Find an journal entry using either estimate Number, estimate ID or estimate Date.
Action
Write
Find Purchase Order
Find an purchase order using either number, ID or Date.
Action
Write
Find Receive Payment
Find an receive payment record.
Action
Write
Add Time Off Request
Add a new time-off request for a user under a specified policy.
Action
Write
Archive Users
Archive individual or multiple users associated with the account by their unique user ID.
Action
Write
Clock in
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Action
Write
Clock out
Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
Action
Write
Create Jobs
Create individual or multiple jobs under a specified scheduler.
Action
Write
Create shifts
Create single or multiple shifts under a specific schedule
Action
Write
Create sub-task
Create a single sub-task under a specified parent task
Action
Write
Create Task
Create quick task for specified users by their ID, detailing information such as title, due date and description.
Action
Write
Create time activities
Create multiple time activities in a time clock.
Action
Write
Create time off request
Create a new time-off request for a user under a specified policy. The time-off request can be in pending, approved, or denied status.
Action
Write
Create User Note
Create new note on the profile of the specified user.
Action
Write
Create Users
Create individual or multiple users associated with the account using the provided details.
Action
Write
Delete Shifts
Delete individual or multiple shifts from a scheduler by their unique shift IDs.
Action
Write
Get conversations
Retrieves a list of team chats and/or channels associated with the account. The list excludes private conversations.
Action
Write
Get custom fields
Retrieves all custom fields associated with the account. Optionally, filter the results by categories, names, types, or custom field IDs.
Action
Write
Get form submissions
Retrieve a list of form submissions by form ID
Action
Write
Get forms
Retrieve a list of forms associated with the account
Action
Write
Get indicators
Retrieve the metric indicators of the performance data associated with account.
Action
Write
Get Job
Retrieve a single job information by its unique ID.
Action
Write
Get jobs
Get a list of job objects relevant to instance id (scheduler id or time clock id). If unified jobs are disabled, only schedulers are supported
Action
Write
Get manual breaks
Get multiple manual breaks of a time clock
Action
Write
Get policy types
Retrieve a list of policy types associated with the account.
Action
Write
Get schedulers
Retrieve a list of schedulers associated with the account
Action
Write
Get task labels
Retrieve a list of task labels associated with the account.
Action
Write
Get tasks
Retrieves a list of tasks under a specified task board
Action
Write
Get Tasks Boards
Get a list of task boards associated with the account
Action
Write
Get time activities
Retrieve a list of time activities in under a specified time clock. Time activities include shift and/or manual breaks
Action
Write
Get time clocks
Retrieve a list of time clocks associated with the account
Action
Write
Get timesheet totals
Retrieves detailed work records for each employee within a specified date range.
Action
Write
Get user balances
Retrieve a list of user time-off balances within a policy type.
Action
Write
Get user unavailabilities
Retrieve a list of user unavailabilities, approved time-off requests and assigned shifts
Action
Write
Get users
Retrieves a list of all users associated with the account. Optionally, filter by user ID to receive specific user information
Action
Write
Send message
Sends a new message to a specific chat, whether it’s channel or a team chat
Action
Write
Send private message
Send a private message to a specified user within the account. The sender will be a custom publisher.
Action
Write
Update form submission
Update a single form submission by form submission ID. Currently, updates are only supported for manager fields.
Action
Write
Update job
Update a single job by its unique identifier. Currently, updating job with nested sub-jobs is not supported.
Action
Write
Update performance data
Update or add performance data values for a specific user on a given date. If a value already exists for that date, it will be replaced with the new value. If no value exists, the new value will be added.
Action
Write
Update shifts
Update single or multiple shifts under a specific schedule
Action
Write
Update sub-task
Update a single sub-task under a specified parent task
Action
Write
Update task
Update a quick task under a specified task board. Any new attachments will replace the existing ones.
Action
Write
Update time activities
Update time activities for users assigned to a specific time clock. Time activities can include adjustments to shifts and/or manual breaks.
Action
Write
Update time off request
Update an existing time-off request. The time-off request can be modified with new dates, times, status, or notes.
Action
Write
Update user balance
Update user time-off balance within a policy type.
Action
Write
Update Users
Update individual or multiple users associated with the account using the provided details.
Action
Write
Upload a payslip
Upload a payslip for a user for a specified period. The payslip attachment must be uploaded first via the attachments endpoint.
Action
Write
Bill Added
Triggers when a new bill is added.
Trigger
Schedule
Customer Updated
Triggers when a customer information is updated.
Trigger
Schedule
Estimate Added
Triggers when a new estimate record is added.
Trigger
Schedule
Invoice Marked As Paid
Triggers when a invoice is marked as paid.
Trigger
Schedule
Invoice Updated
Triggers when a invoice is updated.
Trigger
Schedule
Journal Entry Added
Triggers when a new journal entry record is added.
Trigger
Schedule
New Customer Added
Triggers when a new customer is added.
Trigger
Schedule
New Invoice Added
Triggers when a new invoice is added.
Trigger
Schedule
Purchase Order Added
Triggers when a new purchase order record is added.
Trigger
Schedule
Receive Payment Added
Triggers when a new receive payment record is added.
Trigger
Schedule
Clock In Added
Triggers when a user clocks in (shift or manual break).
Trigger
Schedule
Clock In or Out Added
Triggers when a user clocks in or out (shift or manual break).
Trigger
Schedule
Clock Out Added
Triggers when a user clocks out (shift or manual break).
Trigger
Schedule
Form Submitted
Triggers when a new form submitted.
Trigger
Schedule
Shift Deleted
Triggers when an existing shift is deleted.
Trigger
Schedule
Shifts Created
Receive real-time data updates on shifts creation at your specified URL.
Trigger
Schedule
Shifts Updated
Triggers when an existing shift is updated.
Trigger
Schedule
Task Completed
Triggers when a task is completed.
Trigger
Schedule
Task Published
Triggers when a task is published.
Trigger
Schedule
Time Activity Added
Triggers when an admin manually adds a new time activity.
Trigger
Schedule
Time Activity Edited
Triggers when an admin edits an existing time activity.
Trigger
Schedule
User Created
Triggers when a new user is created.
Trigger
Schedule
User Deleted
Triggers when an exsting user is deleted.
Trigger
Schedule
User Updated
Triggers when an exsting user is updated.
Trigger
Schedule
Add Bill
Add new bill in QuickBooks.
Action
Write
Add Estimate
Add new estimate in the QuickBooks.
Action
Write
Add Invoice
Add new invoice record in QuickBooks.
Action
Write
Add Invoice (Multiple Items)
Add new invoice record in QuickBooks.
Action
Write
Add Journal Entry
Add new journal entry in QuickBooks.
Action
Write
Add New Customer
Add new customer record in QuickBooks.
Action
Write
Add Purchase Orders
Add new purchase orders in QuickBooks.
Action
Write
Add Receive Payment
Receive payments in the QuickBooks.
Action
Write
Find Bill
Find a bill.
Action
Write
Find Customer
Find an customer using either customer name, company name or id.
Action
Write
Find Estimate
Find an estimate using either estimate number, estimate id or estimate date.
Action
Write
Find Invoice
Find an invoice using either invoice Number, invoice ID, invoice paid or invoice Date.
Action
Write
Find Journal Entry
Find an journal entry using either estimate Number, estimate ID or estimate Date.
Action
Write
Find Purchase Order
Find an purchase order using either number, ID or Date.
Action
Write
Find Receive Payment
Find an receive payment record.
Action
Write
Add Time Off Request
Add a new time-off request for a user under a specified policy.
Action
Write
Archive Users
Archive individual or multiple users associated with the account by their unique user ID.
Action
Write
Clock in
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Action
Write
Clock out
Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
Action
Write
Create Jobs
Create individual or multiple jobs under a specified scheduler.
Action
Write
Create shifts
Create single or multiple shifts under a specific schedule
Action
Write
Create sub-task
Create a single sub-task under a specified parent task
Action
Write
Create Task
Create quick task for specified users by their ID, detailing information such as title, due date and description.
Action
Write
Create time activities
Create multiple time activities in a time clock.
Action
Write
Create time off request
Create a new time-off request for a user under a specified policy. The time-off request can be in pending, approved, or denied status.
Action
Write
Create User Note
Create new note on the profile of the specified user.
Action
Write
Create Users
Create individual or multiple users associated with the account using the provided details.
Action
Write
Delete Shifts
Delete individual or multiple shifts from a scheduler by their unique shift IDs.
Action
Write
Get conversations
Retrieves a list of team chats and/or channels associated with the account. The list excludes private conversations.
Action
Write
Get custom fields
Retrieves all custom fields associated with the account. Optionally, filter the results by categories, names, types, or custom field IDs.
Action
Write
Get form submissions
Retrieve a list of form submissions by form ID
Action
Write
Get forms
Retrieve a list of forms associated with the account
Action
Write
Get indicators
Retrieve the metric indicators of the performance data associated with account.
Action
Write
Get Job
Retrieve a single job information by its unique ID.
Action
Write
Get jobs
Get a list of job objects relevant to instance id (scheduler id or time clock id). If unified jobs are disabled, only schedulers are supported
Action
Write
Get manual breaks
Get multiple manual breaks of a time clock
Action
Write
Get policy types
Retrieve a list of policy types associated with the account.
Action
Write
Get schedulers
Retrieve a list of schedulers associated with the account
Action
Write
Get task labels
Retrieve a list of task labels associated with the account.
Action
Write
Get tasks
Retrieves a list of tasks under a specified task board
Action
Write
Get Tasks Boards
Get a list of task boards associated with the account
Action
Write
Get time activities
Retrieve a list of time activities in under a specified time clock. Time activities include shift and/or manual breaks
Action
Write
Get time clocks
Retrieve a list of time clocks associated with the account
Action
Write
Get timesheet totals
Retrieves detailed work records for each employee within a specified date range.
Action
Write
Get user balances
Retrieve a list of user time-off balances within a policy type.
Action
Write
Get user unavailabilities
Retrieve a list of user unavailabilities, approved time-off requests and assigned shifts
Action
Write
Get users
Retrieves a list of all users associated with the account. Optionally, filter by user ID to receive specific user information
Action
Write
Send message
Sends a new message to a specific chat, whether it’s channel or a team chat
Action
Write
Send private message
Send a private message to a specified user within the account. The sender will be a custom publisher.
Action
Write
Update form submission
Update a single form submission by form submission ID. Currently, updates are only supported for manager fields.
Action
Write
Update job
Update a single job by its unique identifier. Currently, updating job with nested sub-jobs is not supported.
Action
Write
Update performance data
Update or add performance data values for a specific user on a given date. If a value already exists for that date, it will be replaced with the new value. If no value exists, the new value will be added.
Action
Write
Update shifts
Update single or multiple shifts under a specific schedule
Action
Write
Update sub-task
Update a single sub-task under a specified parent task
Action
Write
Update task
Update a quick task under a specified task board. Any new attachments will replace the existing ones.
Action
Write
Update time activities
Update time activities for users assigned to a specific time clock. Time activities can include adjustments to shifts and/or manual breaks.
Action
Write
Update time off request
Update an existing time-off request. The time-off request can be modified with new dates, times, status, or notes.
Action
Write
Update user balance
Update user time-off balance within a policy type.
Action
Write
Update Users
Update individual or multiple users associated with the account using the provided details.
Action
Write
Upload a payslip
Upload a payslip for a user for a specified period. The payslip attachment must be uploaded first via the attachments endpoint.
Action
Write
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