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Rilo provides comprehensive finance and accounting tools for invoicing, payment processing, e-commerce, and financial management.

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Available Tools

  • QuickBooks - Cloud-based accounting software
  • Stripe - Payment processing platform
  • PayPal - Online payment system
  • Xero - Cloud accounting for small businesses
  • Shopify - E-commerce platform
  • Square - Payment processing and business management
  • FreshBooks - Cloud-based accounting software
  • Zoho Books - Accounting and invoicing software
  • Zoho Invoice - Simplified billing solution
  • Zoho Inventory - Inventory and order management
  • Blackbaud - Nonprofit financial management
  • Brex - Corporate credit and spend management
  • Eventbrite - Event management and ticketing
  • Gumroad - E-commerce platform for digital goods
  • Moneybird - Online invoicing and accounting

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QuickBooks

Cloud-based accounting software for managing finances, tracking income and expenses, and gaining business insights.

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Authentication

Requires authentication with quickbooks integration.

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Available Functions

QuickBooks provides functions for accounting, invoicing, and financial management:
FunctionDescription
create_customerCreate a new customer.
get_customerGet customer details.
list_customersList all customers.
create_invoiceCreate a new invoice.
get_invoiceGet invoice details.
list_invoicesList invoices with filtering.
send_invoiceSend an invoice to a customer.
create_paymentRecord a payment.
get_paymentGet payment details.
list_paymentsList payments.
create_expenseCreate an expense record.
list_expensesList expenses.
get_accountGet account details.
list_accountsList chart of accounts.

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Available Triggers

QuickBooks supports app event triggers:
Trigger SlugDescription
QUICKBOOKS_INVOICE_CREATEDTriggered when a new invoice is created.
QUICKBOOKS_PAYMENT_RECEIVEDTriggered when a payment is received.
Use get_tools_trigger_actions to discover all available triggers for QuickBooks.

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Stripe

Payment processing platform for accepting online payments.

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Authentication

Requires authentication with stripe integration.

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Available Functions

Stripe provides functions for payment processing and subscription management:
FunctionDescription
create_customerCreate a new customer.
get_customerGet customer details.
list_customersList customers.
create_payment_intentCreate a payment intent for processing.
confirm_paymentConfirm and process a payment.
get_paymentGet payment details.
list_paymentsList payments.
create_subscriptionCreate a subscription for a customer.
get_subscriptionGet subscription details.
cancel_subscriptionCancel a subscription.
create_invoiceCreate an invoice.
send_invoiceSend an invoice to a customer.
create_refundRefund a payment.

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Available Triggers

Stripe supports app event triggers:
Trigger SlugDescription
STRIPE_PAYMENT_SUCCEEDEDTriggered when a payment succeeds.
STRIPE_PAYMENT_FAILEDTriggered when a payment fails.
STRIPE_INVOICE_CREATEDTriggered when an invoice is created.
STRIPE_CUSTOMER_CREATEDTriggered when a new customer is created.
Use get_tools_trigger_actions to discover all available triggers for Stripe.

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Shopify

E-commerce platform for creating online stores, managing products, processing payments, and customizing themes.

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Authentication

Requires authentication with shopify integration.

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Available Functions

Shopify provides functions for e-commerce management:
FunctionDescription
create_productCreate a new product.
get_productGet product details.
list_productsList products.
update_productUpdate product information.
create_orderCreate a new order.
get_orderGet order details.
list_ordersList orders.
fulfill_orderFulfill an order.
create_customerCreate a new customer.
get_customerGet customer details.
list_customersList customers.
get_inventoryGet inventory levels.
update_inventoryUpdate inventory levels.

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Available Triggers

Shopify supports app event triggers:
Trigger SlugDescription
SHOPIFY_ORDER_CREATEDTriggered when a new order is created.
SHOPIFY_ORDER_UPDATEDTriggered when an order is updated.
SHOPIFY_PRODUCT_CREATEDTriggered when a new product is created.
SHOPIFY_CUSTOMER_CREATEDTriggered when a new customer is created.
Use get_tools_trigger_actions to discover all available triggers for Shopify.

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Using Finance Tools in Workflows

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Example: Automated Invoicing

"Create invoice in QuickBooks when order is placed in Shopify and send to customer via email"
The workflow will:
  1. Use Shopify trigger for new orders
  2. Create invoice in QuickBooks
  3. Send invoice via email

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Example: Payment Processing

"Start workflow when payment is received via Stripe and update order status in Shopify"
The workflow will:
  1. Use Stripe trigger for payment success
  2. Update order in Shopify
  3. Send confirmation email

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Best Practices

Secure payment handling:
  • Use webhooks for real-time updates
  • Verify payment status before fulfillment
  • Handle failed payments gracefully
Automate invoicing:
  • Create invoices automatically
  • Send reminders for overdue invoices
  • Track payment status
Generate reports:
  • Aggregate financial data
  • Export to accounting systems
  • Create financial summaries

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Limitations

  • All Tools: Each tool connects to a single authenticated account per workflow
  • All Tools: Subject to service rate limits and API quotas
  • Payment Tools: Require PCI compliance for handling payment data
Each finance tool integration connects to a single authenticated account. To use multiple accounts, create separate workflows.