Create AP Aging Detail Report with QuickBooks API on Ticket Closed (Instant) from Zendesk API

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Ticket Closed (Instant) from the Zendesk 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 Zendesk 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 Ticket Closed (Instant) trigger
1. Connect your Zendesk account
2. Select a Trigger Category ID
3. Optional- Configure Custom Subdomain
4. Optional- Select one or more Fields
5. Optional- Configure JSON Body
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#

Ticket Closed (Instant) on Zendesk

Description:Emit new event when a ticket has changed to closed status

Version:0.2.2

Key:zendesk-ticket-closed

View on GitHub

Zendesk Overview#

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Trigger Code#

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

export default {
  ...common,
  name: "Ticket Closed (Instant)",
  key: "zendesk-ticket-closed",
  type: "source",
  description: "Emit new event when a ticket has changed to closed status",
  version: "0.2.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookName() {
      return "Ticket Closed Webhook";
    },
    getTriggerTitle() {
      return "Ticket Closed Trigger";
    },
    getTriggerConditions() {
      return {
        all: [
          {
            field: "update_type",
            value: "Change",
          },
          {
            field: "status",
            operator: "value",
            value: "closed",
          },
        ],
      };
    },
  },
};

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
Zendesk	`app`	`app`	This component uses the Zendesk app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Trigger Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Custom Subdomain	`customSubdomain`	`string`	For Enterprise Zendesk accounts: optionally specify the subdomain to use. This will override the subdomain that was provided when connecting your Zendesk account to Pipedream. For example, if you Zendesk URL is https://examplehelp.zendesk.com, your subdomain is `examplehelp`
Fields	`fields`	`string[]`	Select a value from the drop down menu.
JSON Body	`jsonBody`	`string`	Custom JSON Body of the incoming payload. Setting `jsonBody` will overwrite the `fields` prop

Trigger Authentication#

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

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

triggers:writewebhooks:writereadtickets:writetickets:readusers:writeorganizations:readorganizations:write

About Zendesk#

Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.

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:0.0.2

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: "0.0.2",
  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 Ticket Closed (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for QuickBooks, Zendesk 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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