HeySpace, Wealthbox, QuickBooks Integrations

HeySpace
QuickBooks
Wealthbox
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Triggers

QuickBooks

New Event INSTANT

Triggers when a new event is created.

Actions

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

QuickBooks

Create a Bill

Creates a bill.

QuickBooks

Create a Credit Memo

Creates a credit memo.

QuickBooks

Create a Customer

Creates a customer.

QuickBooks

Create a Deposit

Creates a deposit.

QuickBooks

Create a Journal Entry

Creates a journal entry.

QuickBooks

Create an Account

Creates an account.

QuickBooks

Create an Estimate

Creates an estimate.

QuickBooks

Create an Invoice

Creates an invoice.

QuickBooks

Create an Item

Creates an item.

QuickBooks

Create a Payment

Creates a payment.

QuickBooks

Create a Purchase

Creates a purchase.

QuickBooks

Create a Purchase Order

Creates a purchase order.

QuickBooks

Create a Refund Receipt

Creates a refund receipt.

QuickBooks

Create a Sales Receipt

Creates a sales receipt.

QuickBooks

Create a Text Attachment

Creates a note.

QuickBooks

Create a Time Activity

Creates a time activity.

QuickBooks

Create a Vendor

Creates a vendor.

QuickBooks

Delete a Bill

Deletes a bill.

QuickBooks

Delete a Credit Memo

Deletes a credit memo.

QuickBooks

Delete a Deposit

Deletes a deposit.

QuickBooks

Delete a Journal Entry

Deletes a journal entry.

QuickBooks

Delete an Attachment

Deletes an attachment.

QuickBooks

Delete an Estimate

Deletes an estimate.

QuickBooks

Delete an Invoice

Removes an invoice.

QuickBooks

Delete a Payment

Deletes a payment.

QuickBooks

Delete a Purchase

Deletes a purchase.

QuickBooks

Delete a Purchase Order

Deletes a purchase order.

QuickBooks

Delete a Refund Receipt

Deletes a refund receipt.

QuickBooks

Delete a Sales Receipt

Deletes a sales receipt.

QuickBooks

Delete a Time Activity

Deletes a time activity.

QuickBooks

Download a File

Downloads a file.

QuickBooks

Download an Estimate

Downloads an estimate.

QuickBooks

Download an Invoice

Downloads an invoice.

QuickBooks

Download a Payment

Downloads a payment.

QuickBooks

Download a Sales Receipt

Downloads a sales receipt.

QuickBooks

Get a Bill

Returns info about a bill.

QuickBooks

Get a Credit Memo

Returns info about a credit memo.

QuickBooks

Get a Customer

Returns info about a customer.

QuickBooks

Get a Deposit

Returns info about a deposit.

QuickBooks

Get a Journal Entry

Returns info about a journal entry.

QuickBooks

Get an Account

Returns info about an account.

QuickBooks

Get an Estimate

Returns info about an estimate.

QuickBooks

Get an Invoice

Returns info about an invoice.

QuickBooks

Get an Item

Returns info about an item.

QuickBooks

Get a Payment

Returns info about a payment.

QuickBooks

Get a Purchase

Returns info about a purchase.

QuickBooks

Get a Purchase Order

Returns details about a purchase order.

QuickBooks

Get a Refund Receipt

Returns info about a refund receipt.

QuickBooks

Get a Sales Receipt

Returns details about a sales receipt.

QuickBooks

Get a Time Activity

Returns info about an activity.

QuickBooks

Get a Vendor

Returns info about a vendor.

QuickBooks

Get My Company

Returns info about a company.

QuickBooks

Make an API Call

Performs an arbitrary authorized API call.

QuickBooks

Send an Estimate

Sends an estimate.

QuickBooks

Send an Invoice

Sends an invoice.

QuickBooks

Send a Sales Receipt

Sends a sales receipt.

QuickBooks

Update a Bill

Updates a bill.

QuickBooks

Update a Credit Memo

Updates a credit memo.

QuickBooks

Update a Customer

Updates a customer.

QuickBooks

Update a Deposit

Updates a deposit.

QuickBooks

Update a Journal Entry

Updates a journal entry.

QuickBooks

Update an Account

Updates an account.

QuickBooks

Update an Estimate

Updates an estimate.

QuickBooks

Update an Invoice

Updates an invoice.

QuickBooks

Update an Item

Updates an item.

QuickBooks

Update a Payment

Updates a payment.

QuickBooks

Update a Purchase

Updates a purchase.

QuickBooks

Update a Purchase Order

Updates a purchase order.

QuickBooks

Update a Refund Receipt

Updates a refund receipt.

QuickBooks

Update a Sales Receipt

Updates a sales receipt.

QuickBooks

Update a Time Activity

Updates a time activity.

QuickBooks

Update a Vendor

Updates a vendor.

QuickBooks

Upload a File

Uploads a file.

Searches

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.

QuickBooks

Search for Accounts

Searches for accounts.

QuickBooks

Search for Attachments

Searches for attachments.

QuickBooks

Search for Bills

Searches for bills.

QuickBooks

Search for Credit Memos

Searches for credit memos.

QuickBooks

Search for Customers

Searches for customers.

QuickBooks

Search for Deposits

Searches for deposits.

QuickBooks

Search for Estimates

Searches for estimates.

QuickBooks

Search for Invoices

Searches for invoices.

QuickBooks

Search for Items

Searches for items.

QuickBooks

Search For Journal Entries

Searches for journal entries.

QuickBooks

Search for Payments

Searches for payments.

QuickBooks

Search for Purchase Orders

Searches for a purchase order.

QuickBooks

Search for Purchases

Searches for purchases.

QuickBooks

Search for Refund Receipts

Searches for refund receipts.

QuickBooks

Search For Sales Receipts

Searches for sales receipts.

QuickBooks

Search for Time Activity

Searches for time activities.

QuickBooks

Search For Vendors

Searches for vendors.