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with QuickBooks and PandaDoc?
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Popular Ways to Connect QuickBooks with PandaDoc#
Popular QuickBooks and PandaDoc Triggers#
Emit new event when a document failed to be created. See the documentation here
Emit new event when a document is deleted. See the documentation here
Emit new event when a document's state is changed. See the documentation here
Emit new event when a document is updated. See the documentation here
Emit new event when a recipient completes a document. See the documentation here
Popular QuickBooks and PandaDoc Actions#
Creates an AP aging report in Quickbooks Online. See the documentation
Adds an attachment to a document. See the documentation here
Create a document from a file or public file URL. See the documentation here
Overview of QuickBooks#
The QuickBooks API allows for streamlined financial management within Pipedream's ecosystem, enabling automated accounting and data syncing across various platforms. With this API, you can manipulate invoices, manage sales receipts, handle expenses, and synchronize customer data. It's a robust tool for financial oversight and automation that can save time and reduce errors for businesses of all sizes.
Connect QuickBooks#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
quickbooks: {
type: "app",
app: "quickbooks",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://accounts.platform.intuit.com/v1/openid_connect/userinfo`,
headers: {
Authorization: `Bearer ${this.quickbooks.$auth.oauth_access_token}`,
"accept": `application/json`,
"content-type": `application/json`,
},
})
},
})
Overview of PandaDoc#
The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.
Connect PandaDoc#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pandadoc: {
type: "app",
app: "pandadoc",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pandadoc.com/public/v1/members/current/`,
headers: {
Authorization: `Bearer ${this.pandadoc.$auth.oauth_access_token}`,
},
})
},
})
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