Quickbooks Online integration
Use Quickbooks Online in Zoft workflows, voice agents, chat agents and AI employees. Use Quickbooks Online from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 6 actions
- 5 triggers
- Starts with
New Invoice - ZoftAgent or workflow decides what happens next
- Then in Quickbooks OnlineCreate Expense
- AndCreate Invoice
Zoft + Quickbooks Online
What Zoft can do with Quickbooks Online.
- 01Voice agentsA phone agent can use Quickbooks Online actions such as Create Expense and Create Invoice during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Quickbooks Online while it talks to the customer.
- 03WorkflowsStart a workflow when “New Invoice” happens in Quickbooks Online, or use Quickbooks Online as any step on the canvas.
- 04AI employeesAn AI employee can find and use Quickbooks Online actions on its own, and ask for your approval before it sends or changes anything important.
Example automations
Ideas to start with Quickbooks Online.
Illustrative examples of what you can build, not customer results.
- Chat agentLook up an invoice in chatA chat agent finds the invoice and its status so the customer gets an answer immediately.
- AI employeeDraft payment reminders for approvalAn AI employee prepares reminders for overdue invoices and a person approves them.
Actions 6
Things Zoft can do in Quickbooks Online.
- Find InvoiceSearch for an invoice by its number in QuickBooks.
- Find PaymentFinds an existing payment in QuickBooks.
- Find CustomerSearch for a customer by display name in QuickBooks.
- Create ExpenseCreates an expense transaction (purchase) in QuickBooks.
- Create InvoiceCreates an invoice in QuickBooks.
- Custom API CallMake a custom API call to a specific endpoint
Triggers 5
Events in Quickbooks Online that can start a workflow.
- New DepositTriggers when a Deposit is created.
- New Expense (Purchase)Triggers when an Expense (Purchase) is created.
- New InvoiceTriggers when an invoice is created .
- New CustomerTriggers when a new customer is created.
- New TransferTriggers when a Transfer is created.
Setup
Connect Quickbooks Online in three steps.
- 01ConnectChoose Quickbooks Online in Connections and approve access in the Quickbooks Online sign-in window. Zoft never sees your password.
- 02Put it to workAdd Quickbooks Online as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Quickbooks Online on Zoft, answered.
What can Zoft do with Quickbooks Online?
Zoft supports 6 actions and 5 triggers for Quickbooks Online. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Quickbooks Online to Zoft?
Choose Quickbooks Online in Connections and approve access in the Quickbooks Online sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Quickbooks Online?
Yes. Once Quickbooks Online is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Quickbooks Online without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.