Quickbooks Online currently provides 5 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
New Invoice
Triggers when an invoice is created .
New Expense (Purchase)
Triggers when an Expense (Purchase) is created.
New Customer
Triggers when a new customer is created.
New Deposit
Triggers when a Deposit is created.
New Transfer
Triggers when a Transfer is created.
Find Invoice
Search for an invoice by its number in QuickBooks.
Find Customer
Search for a customer by display name in QuickBooks.
Find Payment
Finds an existing payment in QuickBooks.
Create Invoice
Creates an invoice in QuickBooks.
Create Expense
Creates an expense transaction (purchase) in QuickBooks.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Quickbooks Online event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Invoice
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Quickbooks Online action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Find Invoice
Combine Quickbooks Online with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
New Invoice
Finishes with
Find Invoice, then preserve the outcome in Coherence
The exact authentication fields depend on Quickbooks Online. The workflow structure stays straightforward:
Authorize the Quickbooks Online account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Quickbooks Online or provide a complementary trigger or action.
Quickbooks Online currently provides 5 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Quickbooks Online currently lists 5 triggers and 6 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Quickbooks Online triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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