QuickBooks + VectorLumira
Create invoices, bills and journal entries. Use QuickBooks in agents, workflows and chat, connected in one click.
Actions
Tools agents and workflows can call
- Create customer
quickbooks.create_customer - Create invoice
quickbooks.create_invoice - Issue refund
quickbooks.issue_refund - Find payment
quickbooks.find_payment - Create bill
quickbooks.create_bill - Reconcile transaction
quickbooks.reconcile_transaction
Triggers
Events that start a workflow
- Payment succeeded
quickbooks.payment_succeeded - Invoice paid
quickbooks.invoice_paid - Payment failed
quickbooks.payment_failed - New dispute
quickbooks.new_dispute
Ask about QuickBooks in plain English.
In VectorLumira Chat, @QuickBooks brings every QuickBooks tool into the conversation. Changes are shown for approval before they happen.
@QuickBooks issue refund from this week and summarize what needs my attention.
quickbooks.issue_refundTemplates using QuickBooks
Start building today.
From $5 per user per month. Bring your own models. Connect everything in one click.