Create Bill Payment with Quickbooks Sandbox API on New or Modified Records from Airtable (OAuth) API

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New or Modified Records from the Airtable (OAuth) API

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Create Bill Payment with the Quickbooks Sandbox API

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Getting Started#

This integration creates a workflow with a Airtable (OAuth) trigger and Quickbooks Sandbox 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 Modified Records trigger
1. Connect your Airtable (OAuth) account
2. Configure timer
3. Select a Base
4. Select a Table
5. Optional- Select one or more Field IDs
6. Optional- Configure Return Fields By Field ID
Configure the Create Bill Payment action
1. Connect your Quickbooks Sandbox account
2. Configure total_amt
3. Configure vendor_ref_value
4. Configure line
5. Select a pay_type
6. Optional- Configure vendor_ref_name
7. Optional- Configure currency_ref_value
8. Optional- Configure currency_ref_name
9. Optional- Configure cc_account_ref_value
10. Optional- Configure cc_account_ref_name
11. Optional- Configure bank_account_ref_value
12. Optional- Configure bank_account_ref_name
13. Optional- Configure minorversion
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 Modified Records on Airtable (OAuth)

Description:Emit new event for each new or modified record in a table

Version:0.0.8

Key:airtable_oauth-new-or-modified-records

View on GitHub

Airtable (OAuth) Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code#

import base from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";
import moment from "moment";

export default {
  ...base,
  name: "New or Modified Records",
  key: "airtable_oauth-new-or-modified-records",
  description: "Emit new event for each new or modified record in a table",
  version: "0.0.8",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    fieldIds: {
      propDefinition: [
        base.props.airtable,
        "sortFieldId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      type: "string[]",
      label: "Field IDs",
      description: "Identifiers of spedific fields/columns to watch for updates",
      withLabel: true,
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getFieldValues() {
      return this.db.get("fieldValues") || {};
    },
    _setFieldValues(fieldValues) {
      this.db.set("fieldValues", fieldValues);
    },
    updateFieldValues(newFieldValues, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of this.fieldIds) {
        newFieldValues[record.id] = {
          ...newFieldValues[record.id],
          [fieldId.value]: record.fields[fieldId[fieldKey]] || null,
        };
      }
      return newFieldValues;
    },
    isUpdated(fieldValues, fieldIds, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of fieldIds) {
        if (!record.fields[fieldId[fieldKey]]) {
          record.fields[fieldId[fieldKey]] = null;
        }
        if (fieldValues[record.id]
          && fieldValues[record.id][fieldId.value] !== undefined
          && record.fields[fieldId[fieldKey]] !== fieldValues[record.id][fieldId.value]
        ) {
          return true;
        }
      }
      return false;
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const fieldValues = this._getFieldValues();
    const isFirstRunWithFields = this.fieldIds && Object.keys(fieldValues).length === 0;
    const params = {
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };
    if (!isFirstRunWithFields) {
      params.filterByFormula = `LAST_MODIFIED_TIME() > "${lastTimestamp}"`;
    }

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    if (!records.length) {
      console.log("No new or modified records.");
      return;
    }

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    let newRecords = 0, modifiedRecords = 0;
    let newFieldValues = {
      ...fieldValues,
    };
    for (const record of records) {
      if (this.fieldIds) {
        newFieldValues = this.updateFieldValues(newFieldValues, record);
      }
      if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
        record.type = "new_record";
        newRecords++;
      } else {
        if (this.fieldIds
          && (!this.isUpdated(fieldValues, this.fieldIds, record) || isFirstRunWithFields)
        ) {
          continue;
        }
        record.type = "record_modified";
        modifiedRecords++;
      }

      record.metadata = metadata;

      this.$emit(record, {
        summary: `${record.type}: ${JSON.stringify(record.fields)}`,
        id: record.id,
        ts: Date.now(),
      });
    }
    this._setFieldValues(newFieldValues);
    console.log(`Emitted ${newRecords} new records(s) and ${modifiedRecords} modified record(s).`);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
  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
Airtable (OAuth)	`airtable`	`app`	This component uses the Airtable (OAuth) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Field IDs	`fieldIds`	`string[]`	Select a value from the drop down menu.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

Trigger Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable (OAuth)#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Create Bill Payment on Quickbooks Sandbox

Description:Creates a bill payment.

Version:0.1.1

Key:quickbooks_sandbox-create-payment

View on GitHub

Quickbooks Sandbox Overview#

QuickBooks Sandbox API provides a robust platform for developers to test QuickBooks Online integrations without affecting live data. With Pipedream, you can harness this API to automate various accounting tasks, simulate financial scenarios, or validate app behavior pre-deployment. Imagine syncing invoice statuses with your CRM, triggering alerts based on financial thresholds, or reconciling payments programmatically—all in a safe, isolated environment before going live.

Action Code#

// legacy_hash_id: a_l0i8d0
import { axios } from "@pipedream/platform";

export default {
  key: "quickbooks_sandbox-create-payment",
  name: "Create Bill Payment",
  description: "Creates a bill payment.",
  version: "0.1.1",
  type: "action",
  props: {
    quickbooks_sandbox: {
      type: "app",
      app: "quickbooks_sandbox",
    },
    total_amt: {
      type: "string",
      description: "Indicates the total amount of the associated with this payment. This includes the total of all the payments from the BillPayment Details.",
    },
    vendor_ref_value: {
      type: "string",
      description: "The id of the vendor reference for this transaction.",
    },
    line: {
      type: "any",
      description: "Individual line items representing zero or more `Bill`, `VendorCredit`, and `JournalEntry` objects linked to this BillPayment object.. Valid Line type for create: `LinkedTxnLine`.",
    },
    pay_type: {
      type: "string",
      description: "The payment type. Valid values include: `Check`, `CreditCard`",
      options: [
        "Check",
        "CreditCard",
      ],
    },
    vendor_ref_name: {
      type: "string",
      description: "The name of the vendor reference for this transaction.",
      optional: true,
    },
    currency_ref_value: {
      type: "string",
      description: "A three letter string representing the ISO 4217 code for the currency. For example, `USD`, `AUD`, `EUR`, and so on. This must be defined if multicurrency is enabled for the company.\nMulticurrency is enabled for the company if `Preferences.MultiCurrencyEnabled` is set to `true`. Read more about multicurrency support [here](https://developer.intuit.com/docs?RedirectID=MultCurrencies). Required if multicurrency is enabled for the company.",
      optional: true,
    },
    currency_ref_name: {
      type: "object",
      description: "The full name of the currency.",
      optional: true,
    },
    cc_account_ref_value: {
      type: "string",
      description: "The id of the credit card account reference. Required when `PayType` is `CreditCard`. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Id` from that object for `CCAccountRef.value`. The specified account must have `Account.AccountType` set to `Credit Card` and `Account.AccountSubType` set to `CreditCard`. Inject with data only if the payment was transacted through Intuit Payments API.",
      optional: true,
    },
    cc_account_ref_name: {
      type: "string",
      description: "The name of the credit card account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Name` from that object for `CCAccountRef.name`. The specified account must have `Account.AccountType` set to `Credit Card` and `Account.AccountSubType` set to `CreditCard`. Inject with data only if the payment was transacted through Intuit Payments API.",
      optional: true,
    },
    bank_account_ref_value: {
      type: "string",
      description: "The id of the bank account reference. Required when `PayType` is `Check`. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Id` from that object for `APAccountRef.value`. The specified account must have `Account.AccountType` set to `Bank` and `Account.AccountSubType` set to `Checking`.",
      optional: true,
    },
    bank_account_ref_name: {
      type: "string",
      description: "The name of the bank account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Name` from that object for `APAccountRef.name`. The specified account must have `Account.AccountType` set to `Bank` and `Account.AccountSubType` set to `Checking`.",
      optional: true,
    },
    minorversion: {
      type: "string",
      description: "Use the minorversion query parameter in REST API requests to access a version of the API other than the generally available version. For example, to invoke minor version 1 of the JournalEntry entity, issue the following request:\n`https://quickbooks.api.intuit.com/v3/company/<realmId>/journalentry/entityId?minorversion=1`",
      optional: true,
    },
  },
  async run({ $ }) {
  // See Quickbooks API docs at: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/billpayment#create-a-billpayment

    if (!this.total_amt || !this.vendor_ref_value || !this.line || !this.pay_type) {
      throw new Error("Must provide total_amt, and vendor_ref_value, line, and pay_type parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${this.quickbooks_sandbox.$auth.company_id}/billpayment`,
      headers: {
        "Authorization": `Bearer ${this.quickbooks_sandbox.$auth.oauth_access_token}`,
        "accept": "application/json",
        "content-type": "application/json",
      },
      data: {
        TotalAmt: this.total_amt,
        VendorRef: {
          value: this.vendor_ref_value,
          name: this.vendor_ref_name,
        },
        Line: this.line,
        PayType: this.pay_type,
        CurrencyRef: {
          value: this.currency_ref_value,
          name: this.currency_ref_name,
        },
        CreditCardPayment: {
          CCAccountRef: {
            value: this.cc_account_ref_value,
            name: this.cc_account_ref_name,
          },
        },
        CheckPayment: {
          BankAccountRef: {
            value: this.bank_account_ref_value,
            name: this.bank_account_ref_name,
          },
        },
      },
      params: {
        minorversion: this.minorversion,
      },
    });
  },
};

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 Sandbox	`quickbooks_sandbox`	`app`	This component uses the Quickbooks Sandbox app.
total_amt	`total_amt`	`string`	Indicates the total amount of the associated with this payment. This includes the total of all the payments from the BillPayment Details.
vendor_ref_value	`vendor_ref_value`	`string`	The id of the vendor reference for this transaction.
line	`line`	`any`	Individual line items representing zero or more `Bill`, `VendorCredit`, and `JournalEntry` objects linked to this BillPayment object.. Valid Line type for create: `LinkedTxnLine`.
pay_type	`pay_type`	`string`	Select a value from the drop down menu:`CheckCreditCard`
vendor_ref_name	`vendor_ref_name`	`string`	The name of the vendor reference for this transaction.
currency_ref_value	`currency_ref_value`	`string`	A three letter string representing the ISO 4217 code for the currency. For example, `USD`, `AUD`, `EUR`, and so on. This must be defined if multicurrency is enabled for the company. Multicurrency is enabled for the company if `Preferences.MultiCurrencyEnabled` is set to `true`. Read more about multicurrency support here. Required if multicurrency is enabled for the company.
currency_ref_name	`currency_ref_name`	`object`	The full name of the currency.
cc_account_ref_value	`cc_account_ref_value`	`string`	The id of the credit card account reference. Required when `PayType` is `CreditCard`. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Id` from that object for `CCAccountRef.value`. The specified account must have `Account.AccountType` set to `Credit Card` and `Account.AccountSubType` set to `CreditCard`. Inject with data only if the payment was transacted through Intuit Payments API.
cc_account_ref_name	`cc_account_ref_name`	`string`	The name of the credit card account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Name` from that object for `CCAccountRef.name`. The specified account must have `Account.AccountType` set to `Credit Card` and `Account.AccountSubType` set to `CreditCard`. Inject with data only if the payment was transacted through Intuit Payments API.
bank_account_ref_value	`bank_account_ref_value`	`string`	The id of the bank account reference. Required when `PayType` is `Check`. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Id` from that object for `APAccountRef.value`. The specified account must have `Account.AccountType` set to `Bank` and `Account.AccountSubType` set to `Checking`.
bank_account_ref_name	`bank_account_ref_name`	`string`	The name of the bank account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Name` from that object for `APAccountRef.name`. The specified account must have `Account.AccountType` set to `Bank` and `Account.AccountSubType` set to `Checking`.
minorversion	`minorversion`	`string`	Use the minorversion query parameter in REST API requests to access a version of the API other than the generally available version. For example, to invoke minor version 1 of the JournalEntry entity, issue the following request: `https://quickbooks.api.intuit.com/v3/company/<realmId>/journalentry/entityId?minorversion=1`

Action Authentication#

Quickbooks Sandbox uses OAuth authentication. When you connect your Quickbooks Sandbox account, Pipedream will open a popup window where you can sign into Quickbooks Sandbox 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 Sandbox API.

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

com.intuit.quickbooks.accountingopenidprofileemail

About Quickbooks Sandbox#

Online accounting software

More Ways to Connect Quickbooks Sandbox + Airtable (OAuth)#

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Pipedream makes it easy to connect APIs for Quickbooks Sandbox, Airtable (OAuth) and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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