Create AP Aging Detail Report with QuickBooks API on Meeting Created (Instant) from Zoom API

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Meeting Created (Instant) from the Zoom 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 Zoom 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 Meeting Created (Instant) trigger
1. Connect your Zoom account
2. Configure apphook
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#

Meeting Created (Instant) on Zoom

Description:Emit new event each time a meeting is created where you're the host

Version:0.1.3

Key:zoom-meeting-created

View on GitHub

Zoom Overview#

The Zoom API lets you tap into a rich set of functionalities to enhance the video conferencing experience within your own app or workflow. With the Zoom API on Pipedream, you can automatically create meetings, manage users, send meeting notifications, and more, orchestrating these actions within a broader automation. This allows for seamless integration with other services, enabling both data collection and action triggers based on Zoom events.

Pipedream workflows allow you to run any Node.js code that connects to the Zoom API. Just create a new workflow, then add prebuilt Zoom actions (create a meeting, send a chat message, etc.) or write your own code. These workflows can be triggered by HTTP requests, timers, email, or on any app-based event (new tweets, a Github PR, Zoom events, etc).

Trigger Code#

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

export default {
  ...common,
  key: "zoom-meeting-created",
  name: "Meeting Created (Instant)",
  description: "Emit new event each time a meeting is created where you're the host",
  version: "0.1.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    apphook: {
      type: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_BY_ME,
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_FOR_ME,
        ];
      },
    },
  },
  hooks: {
    async deploy() {
      const { meetings } = await this.app.listMeetings({
        params: {
          page_size: 25,
        },
      });
      if (!meetings || meetings.length === 0) {
        return;
      }
      const objects = this.sortByDate(meetings, "created_at");
      for (const object of objects) {
        this.emitEvent({
          object,
        }, object);
      }
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: "meeting.created",
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} created`,
        ts: +new Date(object.start_time),
      };
    },
  },
};

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
Zoom	`app`	`app`	This component uses the Zoom app.
	`apphook`	`$.interface.apphook`

Trigger Authentication#

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

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

About Zoom#

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.

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:0.0.1

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: "0.0.1",
  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 Meeting Created (Instant) from Zoom API

Pipedream makes it easy to connect APIs for QuickBooks, Zoom and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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