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Connect QuickBooks to Notion

Build an AI agent that works across QuickBooks and Notion, on a schedule or when you click Run.

24 source actions
24 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse QuickBooks integrations

Why Connect QuickBooks & Notion?

Read what you need from QuickBooks

Your agent uses QuickBooks's documented actions to pull the records it needs, each time it runs.

Run a Notion action

Then it uses one of 24 documented actions, such as Append Block to Parent, Complete File Upload, Create Comment.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

QuickBooks logo

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.

Notion logo

Notion

Triggers (9)

New Comment Created

Emit new event when a new comment is created in a page or block. See the documentation

polling
New Data Source Created

Emit new event when a data source is created. See the documentation

polling
New or Updated Page in Data Source (By Property)

Emit new event when a page is created or updated in the selected data source. See the documentation

polling
New or Updated Page in Data Source (By Timestamp)

Emit new event when a page is created or updated in the selected data source. See the documentation

polling
New Page in Data Source

Emit new event when a page is created in the selected data source. See the documentation

polling
New Webhook Event (Instant)

Emit new event each time a webhook event is received. Webhook must be setup in Notion. See the documentation

webhook
Page or Subpage Updated

Emit new event when the selected page or one of its sub-pages is updated. See the documentation

polling
Page Properties Updated (Instant)

Emit new event each time a page property is updated in a data source. For use with Page Properties Updated event type. Webhook must be set up in Notion. See the documentation

webhook
Page Updated

Emit new event when a selected page is updated. See the documentation

polling

Actions (24)

Append Block to Parent

Append new and/or existing blocks to the specified parent. See the documentation

Complete File Upload

Use this action to finalize a mode=multi_part file upload after all of the parts have been sent successfully. See the documentation

Create Comment

Create a comment in a page or existing discussion thread. See the documentation

Create Database

Create a database and its initial data source. See the documentation

Create File Upload

Create a file upload. See the documentation

Create Page

Create a page from a parent page. See the documentation

Create Page from Data Source

Create a page from a data source. See the documentation

Delete Block

Sets a Block object, including page blocks, to archived: true using the ID specified. See the documentation

Duplicate Page

Create a new page copied from an existing page block. See the documentation

Find Pages or Data Sources

Searches for a page or data source. See the documentation

Get Current User

Retrieve the Notion identity tied to the current OAuth token, returning the full users.retrieve payload for me (person or bot). Includes the user ID, name, avatar URL, type (person vs bot), and workspace ownership metadata—useful for confirming which workspace is connected, adapting downstream queries, or giving an LLM the context it needs about who is operating inside Notion. See the documentation.

List All Users

Returns all users in the workspace. See the documentation

List File Uploads

Use this action to list file uploads. See the documentation

Query Data Source

Query a data source with a specified filter. See the documentation

Retrieve Data Source Content

Get all content of a data source. See the documentation

Retrieve Data Source Schema

Get the property schema of a data source in Notion. See the documentation

Retrieve File Upload

Use this action to retrieve a file upload. See the documentation

Retrieve Page Content

Get page content as block objects or markdown. Blocks can be text, lists, media, a page, among others. See the documentation

Retrieve Page Metadata

Get details of a page. See the documentation

Retrieve Page Property Item

Get a Property Item object for a selected page and property. See the documentation

Retrieve User

Returns a user using the ID specified. See the documentation

Send File Upload

Send a file upload. See the documentation

Update Child Block

Updates a child block object. See the documentation

Update Data Source

Update a data source. See the documentation

Integration Features

24 documented QuickBooks actions
24 documented Notion actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Notion to QuickBooks direction

Capability Examples

QuickBooks trigger → Notion action

Catalog example
QuickBooksQuickBooks

New Customer Created

NotionNotion

Append Block to Parent

Notion trigger → QuickBooks action

Reverse direction
NotionNotion

New Comment Created

QuickBooksQuickBooks

Create AP Aging Detail Report

How It Works

1

Connect Apps

Authenticate your QuickBooks and Notion accounts

2

Describe the Job

Say what to read from QuickBooks and what to do in Notion

3

Choose an Action

Select the documented Notion operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live QuickBooks events yet.

Automated Actions

Use 24 documented Notion actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theQuickBooks and Notion actions it needs.

Your Own Accounts

You connect your own QuickBooks and Notion accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Notion to QuickBooks for bidirectional automation

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All QuickBooks Integrations

Explore all available QuickBooks connections

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Ready to Connect QuickBooks & Notion?

Build this agent in Mazaal AI and test it on your ownQuickBooks and Notion data.

Start building

Rather not build it yourself? We set up one QuickBooks to Notion agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod