LaunchBay + QuickBooks Online Integrations, Built by an AI Agent

Triggers when a client adds a message in a project's chat

Triggers when a client in your client directory is added or updated.

Triggers when a file is uploaded to a project.

Triggers when a client submits a form

Triggers when a tag is added to a project.

Triggers when the status of a task changes.

Saves a meeting recap (transcript / summary) in LaunchBay as a completed meeting. If an Event ID is supplied and a meeting was previously scheduled for that same Event ID via the Schedule Meeting action, that record is updated instead of duplicated.

Creates a new note on a project in LaunchBay.

Creates a new project in LaunchBay (optionally using a defined template).

Create a task in a specified project

Edit a task in a specified project

Find an active project within your team

Triggers when you add a new account.

Triggers when a new bank transaction is created.

Triggers when a new bill is added.

Triggers when you add a new customer.

Triggers when an estimate is emailed.

Triggers when you add a new estimate.

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new employee.