Create Customer with QuickBooks API

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Create Customer with the QuickBooks API

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Getting Started#

Create a workflow to Create Customer with the QuickBooks API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Customer action
1. Connect your QuickBooks account
2. Optional- Configure Display Name
3. Optional- Configure Title
4. Optional- Configure Given Name
5. Optional- Configure Middle Name
6. Optional- Configure Family Name
7. Optional- Configure Suffix
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Slack + QuickBooks

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Customer on QuickBooks

Description:Creates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)

Version:0.1.8

Key:quickbooks-create-customer

View on GitHub

Code#

import { ConfigurationError } from "@pipedream/platform";
import quickbooks from "../../quickbooks.app.mjs";

export default {
  key: "quickbooks-create-customer",
  name: "Create Customer",
  description: "Creates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)",
  version: "0.1.8",
  type: "action",
  props: {
    quickbooks,
    displayName: {
      propDefinition: [
        quickbooks,
        "displayName",
      ],
    },
    title: {
      propDefinition: [
        quickbooks,
        "title",
      ],
    },
    givenName: {
      propDefinition: [
        quickbooks,
        "givenName",
      ],
    },
    middleName: {
      propDefinition: [
        quickbooks,
        "middleName",
      ],
    },
    familyName: {
      propDefinition: [
        quickbooks,
        "familyName",
      ],
    },
    suffix: {
      propDefinition: [
        quickbooks,
        "suffix",
      ],
    },
  },
  async run({ $ }) {
    if (
      !this.displayName &&
      (!this.title && !this.givenName && !this.middleName && !this.familyName && !this.suffix)
    ) {
      throw new ConfigurationError("Must provide displayName or at least one of title, givenName, middleName, familyName, or suffix parameters.");
    }

    const response = await this.quickbooks.createCustomer({
      $,
      data: {
        DisplayName: this.displayName,
        Suffix: this.suffix,
        Title: this.title,
        MiddleName: this.middleName,
        FamilyName: this.familyName,
        GivenName: this.givenName,
      },
    });

    if (response) {
      $.export("summary", `Successfully created customer with ID ${response.Customer.Id}`);
    }

    return response;
  },
};

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.

Label	Prop	Type	Description
QuickBooks	`quickbooks`	`app`	This component uses the QuickBooks app.
Display Name	`displayName`	`string`	The name of the person or organization as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: `Title`, `GivenName`, `MiddleName`, `FamilyName`, and `Suffix`.
Title	`title`	`string`	Title of the person. This tag supports i18n, all locales. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, `Suffix`, or `FullyQualifiedName` attributes are required during create.
Given Name	`givenName`	`string`	Given name or first name of a person. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.
Middle Name	`middleName`	`string`	Middle name of the person. The person can have zero or more middle names. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.
Family Name	`familyName`	`string`	Family name or the last name of the person. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.
Suffix	`suffix`	`string`	Suffix of the name. For example, `Jr`. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.

Authentication#

QuickBooks uses OAuth authentication. When you connect your QuickBooks account, Pipedream will open a popup window where you can sign into QuickBooks 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 API.

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

com.intuit.quickbooks.accountingopenidprofileemail