← Chargebee + Quickbooks Sandbox integrations

Update Estimate with Quickbooks Sandbox API on New Subscription Activated (Instant) from Chargebee API

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New Subscription Activated (Instant) from the Chargebee API
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Update Estimate with the Quickbooks Sandbox API
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Getting Started

This integration creates a workflow with a Chargebee trigger and Quickbooks Sandbox action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Subscription Activated (Instant) trigger
    1. Connect your Chargebee account
  3. Configure the Update Estimate action
    1. Connect your Quickbooks Sandbox account
    2. Select a Estimate ID
    3. Select a Customer Reference
    4. Optional- Configure Bill Email
    5. Optional- Configure Expiration Date
    6. Optional- Configure Accepted By
    7. Optional- Configure Accepted Date
    8. Optional- Select a Currency Code
    9. Optional- Configure Document Number
    10. Optional- Configure Billing Street Address
    11. Optional- Configure Billing City
    12. Optional- Configure Billing State
    13. Optional- Configure Billing Zip
    14. Optional- Configure Billing Latitude
    15. Optional- Configure Billing Longitude
    16. Optional- Configure Shipping Street Address
    17. Optional- Configure Shipping City
    18. Optional- Configure Shipping State
    19. Optional- Configure Shipping Zip
    20. Optional- Configure Shipping Latitude
    21. Optional- Configure Shipping Longitude
    22. Optional- Configure Private Note
    23. Optional- Configure Customer Memo
    24. Optional- Select a Tax Code ID
    25. Configure Enter Line Items as Objects
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a subscription is activated. [See the Documentation](https://apidocs.chargebee.com/docs/api/events#subscription_activated). Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your [Chargebee Webhook settings](https://www.chargebee.com/docs/2.0/webhook_settings.html#configure-webhooks).
Version:0.0.2
Key:chargebee-subscription-activated-instant

Chargebee Overview

The Chargebee API provides a suite of powerful endpoints that facilitate automation around subscription billing, invoicing, and customer management. By leveraging this API on Pipedream, you can build complex, event-driven workflows that react to subscription changes, automate billing operations, sync customer data across platforms, and trigger personalized communication, all without managing servers.

Trigger Code

import constants from "../../common/constants.mjs";
import events from "../common/events.mjs";
import common from "../common/webhook.mjs";

export default {
  ...common,
  key: "chargebee-subscription-activated-instant",
  name: "New Subscription Activated (Instant)",
  description: "Emit new event when a subscription is activated. [See the Documentation](https://apidocs.chargebee.com/docs/api/events#subscription_activated). Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your [Chargebee Webhook settings](https://www.chargebee.com/docs/2.0/webhook_settings.html#configure-webhooks).",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventTypes() {
      return [
        events.SUBSCRIPTION_ACTIVATED,
      ];
    },
    async getResources() {
      const { list } = await this.app.getSubscriptions({
        "limit": constants.MAX_LIMIT,
        "sort_by[desc]": "updated_at",
        "status[is]": "active",
      });
      return list;
    },
    generateMeta(event) {
      const { subscription } = event.content ?? event;
      const id = `${subscription.id}-${subscription.updated_at}`;
      return {
        id,
        summary: `Subscription Activated: ${subscription.id}`,
        ts: subscription.updated_at,
      };
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
ChargebeeappappThis component uses the Chargebee app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.

Trigger Authentication

Chargebee uses API keys for authentication. When you connect your Chargebee account, Pipedream securely stores the keys so you can easily authenticate to Chargebee APIs in both code and no-code steps.

About Chargebee

Automated Subscription Billing Software

Action

Description:Updates an estimate. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#update-an-estimate)
Version:0.0.2
Key:quickbooks_sandbox-update-estimate

Quickbooks Sandbox Overview

QuickBooks Sandbox API provides a robust platform for developers to test QuickBooks Online integrations without affecting live data. With Pipedream, you can harness this API to automate various accounting tasks, simulate financial scenarios, or validate app behavior pre-deployment. Imagine syncing invoice statuses with your CRM, triggering alerts based on financial thresholds, or reconciling payments programmatically—all in a safe, isolated environment before going live.

Action Code

import app from "../../quickbooks_sandbox.app.mjs";
import common from "@pipedream/quickbooks/actions/update-estimate/update-estimate.mjs";

import { adjustPropDefinitions } from "../../common/utils.mjs";

const {
  name, description, type, ...others
} = common;
const props = adjustPropDefinitions(others.props, app);

export default {
  ...others,
  key: "quickbooks_sandbox-update-estimate",
  version: "0.0.2",
  name,
  description,
  type,
  props: {
    quickbooks: app,
    ...props,
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Quickbooks SandboxquickbooksappThis component uses the Quickbooks Sandbox app.
Estimate IDestimateIdstringSelect a value from the drop down menu.
Customer ReferencecustomerRefValuestringSelect a value from the drop down menu.
Bill EmailbillEmailstring

Email address where the estimate should be sent

Expiration DateexpirationDatestring

Date when the estimate expires (YYYY-MM-DD)

Accepted ByacceptedBystring

Name of the customer who accepted the estimate

Accepted DateacceptedDatestring

Date when the estimate was accepted (YYYY-MM-DD)

Currency CodecurrencyRefValuestringSelect a value from the drop down menu.
Document NumberdocNumberstring

Reference number for the transaction

Billing Street AddressbillingStreetAddressstring

The street address of the billing address

Billing CitybillingCitystring

The city of the billing address

Billing StatebillingStatestring

The state of the billing address

Billing ZipbillingZipstring

The zip code of the billing address

Billing LatitudebillingLatitudestring

The latitude of the billing address

Billing LongitudebillingLongitudestring

The longitude of the billing address

Shipping Street AddressshippingStreetAddressstring

The street address of the shipping address

Shipping CityshippingCitystring

The city of the shipping address

Shipping StateshippingStatestring

The state of the shipping address

Shipping ZipshippingZipstring

The zip code of the shipping address

Shipping LatitudeshippingLatitudestring

The latitude of the shipping address

Shipping LongitudeshippingLongitudestring

The longitude of the shipping address

Private NoteprivateNotestring

Private note for internal use

Customer MemocustomerMemostring

Memo visible to customer

Tax Code IDtaxCodeIdstringSelect a value from the drop down menu.
Enter Line Items as ObjectslineItemsAsObjectsboolean

Enter line items as an array of objects

Action Authentication

Quickbooks Sandbox uses OAuth authentication. When you connect your Quickbooks Sandbox account, Pipedream will open a popup window where you can sign into Quickbooks Sandbox and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Quickbooks Sandbox API.

Pipedream requests the following authorization scopes when you connect your account:

com.intuit.quickbooks.accountingopenidprofileemail

About Quickbooks Sandbox

Online accounting software

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