Create AP Aging Detail Report with QuickBooks API on New Form Entry from Wufoo API

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New Form Entry from the Wufoo 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 Wufoo 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 New Form Entry trigger
1. Connect your Wufoo account
2. Configure Polling interval
3. Select a Form Hash
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#

New Form Entry on Wufoo

Description:Emit new event when a new form entry received.

Version:0.0.1

Key:wufoo-new-form-entry

View on GitHub

Wufoo Overview#

The Wufoo API allows you to interact with the Wufoo platform, where you can create custom online forms for data collection and surveys. With this API on Pipedream, you can automate form submissions, retrieve form data, and integrate with other services to streamline workflows. Use cases include synchronizing form entries to a database, triggering email notifications upon form submission, and analyzing survey responses for insights.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import wufoo from "../../wufoo.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "wufoo-new-form-entry",
  name: "New Form Entry",
  version: "0.0.1",
  description: "Emit new event when a new form entry received.",
  type: "source",
  dedupe: "unique",
  props: {
    wufoo,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Wufoo on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    formHash: {
      propDefinition: [
        wufoo,
        "formHash",
      ],
    },
  },
  methods: {
    _getLastId() {
      return this.db.get("lastId") || 0;
    },
    _setLastId(lastId) {
      this.db.set("lastId", lastId);
    },
    async startEvent(maxResults = 0) {
      const {
        wufoo,
        formHash,
      } = this;

      const lastId = this._getLastId();
      const items = wufoo.paginate({
        fn: wufoo.listFormEntries,
        params: {
          pageSize: 100,
        },
        formHash,
        maxResults,
      });

      let responseArray = [];

      for await (const item of items) {
        if (item.EntryId <= lastId) break;
        responseArray.push(item);
      }
      if (responseArray.length) this._setLastId(responseArray[0].EntryId);

      for (const item of responseArray.reverse()) {
        this.$emit(
          item,
          {
            id: item.EntryId,
            summary: `A new form entry with id: "${item.EntryId}" was received!`,
            ts: new Date(item.DateCreated),
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  sampleEmit,
};

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
Wufoo	`wufoo`	`app`	This component uses the Wufoo app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Wufoo on this schedule
Form Hash	`formHash`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About Wufoo#

Wufoo's online form builder helps you create custom forms in minutes. Use Wufoo to create registration forms, application forms, surveys, contact forms,

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:0.0.7

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: "0.0.7",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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 New Form Entry from Wufoo API

Pipedream makes it easy to connect APIs for QuickBooks, Wufoo and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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