Create AP Aging Detail Report with QuickBooks API on Contact Activated from Vision6 API

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Contact Activated from the Vision6 API

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Create AP Aging Detail Report with the QuickBooks API

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Getting Started#

This integration creates a workflow with a Vision6 trigger and QuickBooks action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Contact Activated trigger
1. Connect your Vision6 account
2. Configure timer
3. Select a List
Configure the Create AP Aging Detail Report action
1. Connect your QuickBooks account
2. Optional- Configure Ship Via
3. Optional- Select one or more Term IDs
4. Optional- Configure Start Due Date
5. Optional- Configure End Due Date
6. Optional- Select a Accounting Method
7. Optional- Configure Report Date
8. Optional- Configure Num Periods
9. Optional- Select one or more Vendor IDs
10. Optional- Configure Past Due
11. Optional- Configure Aging Period
12. Optional- Select one or more Columns
Deploy the workflow
Send a test event to validate your setup
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#

Contact Activated on Vision6

Description:Emit new event when a contact is activated

Version:0.0.2

Key:vision6-contact-activated

View on GitHub

Vision6 Overview#

The Vision6 API offers a powerful way to automate email marketing and audience engagement directly through Pipedream. With it, you can programmatically manage lists, contacts, and messages, and also track campaign performance. This API provides granular control over email workflows, enabling custom triggers, targeted actions, and detailed analytics retrieval. The combination of Vision6 with Pipedream's serverless platform unlocks endless possibilities for syncing data, personalizing communication, and optimizing marketing strategies without manual intervention.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "vision6-contact-activated",
  name: "Contact Activated",
  description: "Emit new event when a contact is activated",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      const contacts = await this.getPaginatedContacts(this.list, {
        is_active: true,
      });
      // create log of activeIds
      const activeIds = contacts.map((contact) => contact.id);
      this._setIds(activeIds);

      return contacts.slice(0, limit);
    },
    isNewlyActivated(contact, activeIds) {
      return contact.is_active && !activeIds.includes(contact.id);
    },
    isNewlyDeactivated(contact, activeIds) {
      return !contact.is_active && activeIds.includes(contact.id);
    },
    async getContacts(since) {
      const activatedContacts = [];
      let activeIds = this._getIds();
      const contacts = await this.getPaginatedContacts(this.list, {
        ["last_modified_time:in"]: this.formatSinceDate(since),
      });
      for (const contact of contacts) {
        if (this.isNewlyActivated(contact, activeIds)) {
          activeIds.push(contact.id);
          activatedContacts.push(contact);
        } else if (this.isNewlyDeactivated(contact, activeIds)) {
          activeIds = activeIds.filter((id) => id !== contact.id);
        }
      }
      this._setIds(activeIds);
      return activatedContacts;
    },
    generateMeta(contact) {
      const ts = Date.parse(contact.last_modified_time);
      return {
        id: `${contact.id}${ts}`,
        summary: `Activated Contact ID: ${contact.id}`,
        ts,
      };
    },
  },
};

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.

Label	Prop	Type	Description
Vision6	`vision6`	`app`	This component uses the Vision6 app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
List	`list`	`integer`	Select a value from the drop down menu.

Trigger Authentication#

Vision6 uses API keys for authentication. When you connect your Vision6 account, Pipedream securely stores the keys so you can easily authenticate to Vision6 APIs in both code and no-code steps.

You can get your API Key and Region from the Integrations page in your Vision6 account, on the API Keys tab.
Your region is us1 if your Vision6 REST API Endpoint is https://us1.api.vision6.com/

About Vision6#

Australia's Most Reliable Email & SMS Marketing Software. Sign Up for a Free Trial Today!

Action#

Create AP Aging Detail Report on QuickBooks

Description:Creates an AP aging report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/apagingdetail#query-a-report)

Version:0.0.3

Key:quickbooks-create-ap-aging-report

View on GitHub

QuickBooks Overview#

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.

Action Code#

import quickbooks from "../../quickbooks.app.mjs";
import { AP_AGING_REPORT_COLUMNS } from "../../common/constants.mjs";

export default {
  key: "quickbooks-create-ap-aging-report",
  name: "Create AP Aging Detail Report",
  description: "Creates an AP aging report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/apagingdetail#query-a-report)",
  version: "0.0.3",
  type: "action",
  props: {
    quickbooks,
    shipvia: {
      type: "string",
      label: "Ship Via",
      description: "Filter by the shipping method",
      optional: true,
    },
    termIds: {
      propDefinition: [
        quickbooks,
        "termIds",
      ],
    },
    startDueDate: {
      type: "string",
      label: "Start Due Date",
      description: "The range of dates over which receivables are due, in the format `YYYY-MM-DD`. `start_duedate` must be less than `end_duedate`. If not specified, all data is returned.",
      optional: true,
    },
    endDueDate: {
      type: "string",
      label: "End Due Date",
      description: "The range of dates over which receivables are due, in the format `YYYY-MM-DD`. `start_duedate` must be less than `end_duedate`. If not specified, all data is returned.",
      optional: true,
    },
    accountingMethod: {
      propDefinition: [
        quickbooks,
        "accountingMethod",
      ],
    },
    reportDate: {
      type: "string",
      label: "Report Date",
      description: "Start date to use for the report, in the format `YYYY-MM-DD`",
      optional: true,
    },
    numPeriods: {
      type: "integer",
      label: "Num Periods",
      description: "The number of periods to be shown in the report",
      optional: true,
    },
    vendorIds: {
      propDefinition: [
        quickbooks,
        "vendorIds",
      ],
    },
    pastDue: {
      type: "integer",
      label: "Past Due",
      description: "Filters report contents based on minimum days past due",
      optional: true,
    },
    agingPeriod: {
      type: "integer",
      label: "Aging Period",
      description: "The number of days in the aging period",
      optional: true,
    },
    columns: {
      propDefinition: [
        quickbooks,
        "columns",
      ],
      options: AP_AGING_REPORT_COLUMNS,
    },
  },
  async run({ $ }) {
    const response = await this.quickbooks.getApAgingReport({
      $,
      params: {
        shipvia: this.shipvia,
        term: this.termIds,
        start_duedate: this.startDueDate,
        end_duedate: this.endDueDate,
        accounting_method: this.accountingMethod,
        report_date: this.reportDate,
        num_periods: this.numPeriods,
        vendor: this.vendorIds,
        past_due: this.pastDue,
        aging_period: this.agingPeriod,
        columns: this.columns,
      },
    });
    if (response) {
      $.export("summary", "Successfully created AP Aging Detail Report");
    }
    return response;
  },
};

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.

Label	Prop	Type	Description
QuickBooks	`quickbooks`	`app`	This component uses the QuickBooks app.
Ship Via	`shipvia`	`string`	Filter by the shipping method
Term IDs	`termIds`	`string[]`	Select a value from the drop down menu.
Start Due Date	`startDueDate`	`string`	The range of dates over which receivables are due, in the format `YYYY-MM-DD`. `start_duedate` must be less than `end_duedate`. If not specified, all data is returned.
End Due Date	`endDueDate`	`string`	The range of dates over which receivables are due, in the format `YYYY-MM-DD`. `start_duedate` must be less than `end_duedate`. If not specified, all data is returned.
Accounting Method	`accountingMethod`	`string`	Select a value from the drop down menu:`CashAccrual`
Report Date	`reportDate`	`string`	Start date to use for the report, in the format `YYYY-MM-DD`
Num Periods	`numPeriods`	`integer`	The number of periods to be shown in the report
Vendor IDs	`vendorIds`	`string[]`	Select a value from the drop down menu.
Past Due	`pastDue`	`integer`	Filters report contents based on minimum days past due
Aging Period	`agingPeriod`	`integer`	The number of days in the aging period
Columns	`columns`	`string[]`	Select a value from the drop down menu:`create_bycreate_datedoc_numdue_datelast_mod_bylast_mod_datememopast_dueterm_nametx_datetxn_typevend_bill_addrvend_comp_namevend_namevend_pri_contvend_pri_emailvend_pri_teldept_namecurrencyexch_ratesubt_neg_open_balsubt_neg_amountneg_foreign_open_balsubt_neg_home_open_balneg_foreign_amountsubt_neg_home_amount`

Action 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

Create AP Aging Detail Report with QuickBooks API on Contact Activated from Vision6 API

Pipedream makes it easy to connect APIs for QuickBooks, Vision6 and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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