Connect QuickBooks to Slack

Use 10 documented QuickBooks triggers to run 24 documented Slack actions.

10 source triggers

24 target actions

Reverse direction supported

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Why Connect QuickBooks & Slack?

Start with a QuickBooks event

Choose from 10 documented triggers, including New Customer Created, New Customer Updated, New Employee Created.

Run a Slack action

Send the event into one of 24 documented actions, such as Send Message to Channel, Add Emoji Reaction, Add Reaction.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

QuickBooks

Triggers (10)

New Customer Created

Emit new event when a new customer is created.

polling

New Customer Updated

Emit new event when a customer is updated.

polling

New Employee Created

Emit new event when a new employee is created.

polling

New Employee Updated

Emit new event when an employee is updated.

polling

New Invoice Created

Emit new event when a new invoice is created.

polling

New Invoice Updated

Emit new event when an invoice is updated.

polling

New Item Created

Emit new event when a new item is created.

polling

New Item Updated

Emit new event when an item is updated.

polling

New Purchase Created

Emit new event when a new purchase is created.

polling

New Purchase Updated

Emit new event when a purchase is updated.

polling

Actions (24)

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online. See the documentation

Create Bill

Creates a bill. See the documentation

Create Customer

Creates a customer. See the documentation

Create Estimate

Creates an estimate. See the documentation

Create Invoice

Creates an invoice. See the documentation

Create Payment

Creates a payment. See the documentation

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. See the documentation

Create Purchase

Creates a new purchase. See the documentation

Create Purchase Order

Creates a purchase order. See the documentation

Create Sales Receipt

Creates a sales receipt. See the documentation

Delete Purchase

Delete a specific purchase. See the documentation

Get Balance Sheet Report

Retrieves the balance sheet report from Quickbooks Online. See the documentation

Get Bill

Returns info about a bill. See the documentation

Get Cash Flow Report

Retrieves the cash flow report from Quickbooks Online. See the documentation

Get Customer

Returns info about a customer. See the documentation

Get Invoice

Returns info about an invoice. See the documentation

Get My Company

Gets info about a company. See the documentation

Get Payment

Returns info about a payment. See the documentation

Get Purchase

Returns info about a purchase. See the documentation

Get Purchase Order

Returns details about a purchase order. See the documentation

Get Sales Receipt

Returns details about a sales receipt. See the documentation

Get Time Activity

Returns info about an activity. See the documentation

List Account IDs Options

Retrieves available options for the Account IDs field.

List Bill ID Options

Retrieves available options for the Bill ID field.

Slack

Triggers (9)

New Channel Created (Instant)

Emit new event when a new channel is created.

webhook

New Interaction Events (Instant)

Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.

webhook

New Keyword Mention (Instant)

Emit new event when a specific keyword is mentioned in a channel

webhook

New Message In Channels (Instant)

Emit new event when a new message is posted to one or more channels

webhook

New Private Channel Created

Emit new event when a new private channel is created. See the documentation

polling

New Reaction Added (Instant)

Emit new event when a member has added an emoji reaction to a message

webhook

New Saved Message (Instant)

Emit new event when a message is saved. Note: The endpoint is marked as deprecated, and Slack might shut this off at some point down the line.

webhook

New User Added (Instant)

Emit new event when a new member joins a workspace.

webhook

New User Mention (Instant)

Emit new event when a username or specific keyword is mentioned in a channel

webhook

Actions (24)

Send Message to Channel

Send a message to a public or private channel. See the documentation

Add Emoji Reaction

Add an emoji reaction to a message. See the documentation

Add Reaction

Add an emoji reaction to a message. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the message timestamp. Emoji name should be without colons (e.g. thumbsup, fire, heart). See the documentation

Approve Workflow

Suspend the workflow until approved by a Slack message. See the documentation

Archive Channel

Archive a channel. See the documentation

Browse Files

List files shared in a channel or across the workspace. Accepts a channel ID or channel name (resolved automatically). Filter by file type (e.g. images, pdfs, snippets). Returns file metadata including name, type, size, and download URL. See the documentation

Build and Send a Block Kit Message

Configure custom blocks and send to a channel, group, or user. See the documentation.

Create a Channel

Create a new channel. See the documentation

Create Reminder

Create a reminder. See the documentation

Delete File

Delete a file. See the documentation

Delete Message

Delete a message. See the documentation

Edit Message

Edit an existing message. Accepts a channel ID or channel name (resolved automatically). Requires the message timestamp (ts) from **Get Channel History** or **Post Message**. You can only edit messages posted by the same token/user. See the documentation

Find Message

Find a Slack message. See the documentation

Find User by Email

Find a user by matching against their email. See the documentation

Find User by ID

Find a user by their ID. Returns user profile information including name, email (requires users:read.email scope), timezone, and status. See the documentation

Get Channel Details

Retrieve details for a Slack channel by selecting it or providing an ID. See the documentation

Get Channel History

Read the recent message history from a specific channel. Accepts a channel ID or channel name (resolved automatically). Use this when you want to see a channel's latest messages — unlike **Search** which finds messages by keyword. Returns messages with text, timestamps (ts), reactions, and user IDs. Message timestamps can be used with **Get Thread Replies**, **Edit Message**, and **Add Reaction**. See the documentation

Get Current User

Retrieve comprehensive context about the authenticated Slack member, combining auth.test, users.info, users.profile.get, and team.info payloads. Returns the user’s profile (name variants, email, locale, timezone, status, admin flags), raw auth test data, and workspace metadata (domain, enterprise info, icons). Ideal when you need to confirm which user token is active, tailor messages to their locale/timezone, or ground an LLM in the member’s role and workspace before executing other Slack actions. See Slack API docs.

Get File

Return information about a file. See the documentation

Get Thread Replies

Retrieve all replies in a message thread. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the parent message's timestamp (thread_ts). Returns the parent message followed by all replies in chronological order. See the documentation

Get User Details

Retrieve the authenticated user's identity and workspace context. Returns user ID, name, email, timezone, profile, and workspace metadata. Call this first in any session to establish who you are — other tools like **Search** and **List Channels** can then filter by your user ID. See the documentation

Invite User to Channel

Invite a user to an existing channel. See the documentation

Kick User

Remove a user from a conversation. See the documentation

List Channels

Return a list of all channels in a workspace. See the documentation