Create AP Aging Detail Report with QuickBooks API on New Or Updated Row from Microsoft SQL Server API

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Trigger workflow on

New Or Updated Row from the Microsoft SQL Server 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 Microsoft SQL Server 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 Or Updated Row trigger
1. Connect your Microsoft SQL Server account
2. Configure Polling schedule
3. Select a Table
4. Select a Column
5. Select a Timestamp Column
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 Or Updated Row on Microsoft SQL Server

Description:Triggers when a new row is added or an existing row is updated. [See the documentation](https://learn.microsoft.com/en-us/sql/t-sql/queries/select-transact-sql?view=sql-server-ver16)

Version:0.0.5

Key:microsoft_sql_server-new-or-updated-row

View on GitHub

Microsoft SQL Server Overview#

With the Microsoft SQL Server API on Pipedream, you can automate your database operations and create powerful integrations. This API allows you to execute queries, manage databases, and trigger actions based on data changes. Implementing workflows that react to database events, manipulate data, or synchronize SQL Server data with other services, becomes effortless with Pipedream's serverless platform.

Trigger Code#

import { v4 as uuidv4 } from "uuid";
import common from "../common/polling.mjs";

export default {
  ...common,
  key: "microsoft_sql_server-new-or-updated-row",
  name: "New Or Updated Row",
  description: "Triggers when a new row is added or an existing row is updated. [See the documentation](https://learn.microsoft.com/en-us/sql/t-sql/queries/select-transact-sql?view=sql-server-ver16)",
  type: "source",
  version: "0.0.5",
  dedupe: "unique",
  props: {
    ...common.props,
    table: {
      propDefinition: [
        common.props.app,
        "table",
      ],
    },
    column: {
      description: "The column is used to create a raw number for pagination.",
      propDefinition: [
        common.props.app,
        "column",
        ({ table }) => ({
          table,
        }),
      ],
    },
    timestampColumn: {
      propDefinition: [
        common.props.app,
        "column",
        ({ table }) => ({
          table,
        }),
      ],
      label: "Timestamp Column",
      description: "A datetime column, such as 'date_updated' or 'last_modified' that is set to the current datetime when a row is updated.",
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return "recordset";
    },
    getResourceFn() {
      return this.app.listResources;
    },
    getResourceFnArgs() {
      const {
        table,
        column,
      } = this;
      return {
        table,
        column,
      };
    },
    generateMeta() {
      return {
        id: uuidv4(),
        summary: "New Row Added/Updated",
        ts: Date.now(),
      };
    },
    processResources(resources) {
      const lastTs = this.getLastTs();
      let maxTs = lastTs;

      for (const resource of resources) {
        delete resource.pdId;
        const ts = Date.parse(resource[this.timestampColumn]);
        if (ts > lastTs) {
          this.$emit(resource, this.generateMeta(resource));
          if (ts > maxTs) {
            maxTs = ts;
          }
        }
      }

      this.setLastTs(maxTs);
    },
  },
};

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
Microsoft SQL Server	`app`	`app`	This component uses the Microsoft SQL Server app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API
Table	`table`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	Select a value from the drop down menu.
Timestamp Column	`timestampColumn`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Before you connect to your Microsoft SQL Server database from Pipedream, please make sure your database is either:

Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 1433), or
Accessible from a static IP that you've configured from a VPC in Pipedream, and enabled the workflow to connect through that VPC

About Microsoft SQL Server#

Unleash the power of your data—on-premises, in the cloud, or at the edge—and reveal insights to transform your business.

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 New Or Updated Row from Microsoft SQL Server API

Pipedream makes it easy to connect APIs for QuickBooks, Microsoft SQL Server 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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