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Invoiced ACTION

Create Customer

Creates a new customer in Invoiced. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Invoiced account once, then configure and run Create Customer from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "invoiced-create-customer",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    invoiced: { authProvisionId: "apn_xxxxxxx" },
    name: "Name",
    number: "Number",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Customer inputs
Property Type Description
name Name string
Customer name
Required
number Number string
A unique ID to help tie your customer to your external systems. Invoiced will generate one if not supplied
Optional
email Email string
Customer email address
Optional
autoplay Autoplay boolean
AutoPay enabled? Defaults to false
Optional
autoplayDelayDays Autoplay Delay Days integer
Number of days to delay AutoPay
Optional
paymentTerms Payment Terms string
Payment terms when AutoPay is off. (i.e., "NET 30")
Optional
attentionTo Attention To string
Used for ATTN: address line if company
Optional
address1 Address Line 1 string
Customer address line 1
Optional
address2 Address Line 2 string
Optional second address line
Optional
city City string
Customer city
Optional
state State string
State or province
Optional
postalCode Postal Code string
Zip or postal code
Optional
country Country string
Customer country Two-letter ISO code
Optional
language Language string
Customer language Two-letter ISO code
Optional
currency Currency string
Customer currency 3-letter ISO code
Optional
chase Chase boolean
Chasing enabled? - defaults to true
Optional
chasingCadence Chasing Cadence integer
The ID of the chasing cadence
Optional Dynamic
nextChaseStep Next Chase Step integer
Cadence step ID
Optional Dynamic
phone Phone string
Customer phone number
Optional
creditHold Credit Hold boolean
When true, customer is on credit hold
Optional
creditLimit Credit Limit string
Customer credit limit
Optional
ownerId Member ID string
The ID of the member
Optional Dynamic
taxable Taxable boolean
Customer taxable?
Optional
taxes Taxes string[]
Array of Tax Rate IDs
Optional Dynamic
taxId Tax ID string
Tax ID to be displayed on documents
Optional Dynamic
avalaraEntityUseCode Avalara Entity Use Code string
Optional
avalaraExemptionNumber Avalara Exemption Number string
Tax-exempt number to pass to Avalara
Optional
type Type string
Organization type
Optional
parentCustomer Parent Customer ID string
The parent customer to which this customer belongs
Optional Dynamic
notes Notes string
Private customer notes
Optional
signUpPage Sign Up Page string
Optional
metadata Metadata object
A hash of key/value pairs that can store additional information about this object.
Optional
disabledPaymentMethods Disabled Payment Methods string[]
Array of payment method IDs to disable for the customer. i.e., ["wire_transfer", "credit_card"]
Optional
achGateway ACH Gateway integer
Gateway configuration ID to process payments with
Optional
ccGateway CC Gateway integer
Gateway configuration ID to process payments with
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
invoiced-create-customer
Version
0.0.1
App
Invoiced
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes