← Slack + QuickBooks integrations

Create Bill with QuickBooks API on New Message In Channels (Instant) from Slack API

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New Message In Channels (Instant) from the Slack API
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Create Bill with the QuickBooks API
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Getting Started

This integration creates a workflow with a Slack trigger and QuickBooks action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Message In Channels (Instant) trigger
    1. Connect your Slack account
    2. Optional- Select one or more Channels
    3. Configure slackApphook
    4. Optional- Configure Resolve Names
    5. Optional- Configure Ignore Bots
    6. Optional- Configure Ignore replies in threads
  3. Configure the Create Bill action
    1. Connect your QuickBooks account
    2. Configure Vendor Ref Value
    3. Configure Line Items
    4. Optional- Configure Vendor Reference Name
    5. Optional- Configure Currency Reference Value
    6. Optional- Configure Currency Reference Name
    7. Optional- Configure Minor Version
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new message is posted to one or more channels
Version:1.0.20
Key:slack-new-message-in-channels

Slack Overview

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

  • Automate posting updates to your team channels
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • And much more!

Trigger Code

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

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.20",
  description: "Emit new event when a new message is posted to one or more channels",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    conversations: {
      propDefinition: [
        common.props.slack,
        "conversation",
      ],
      type: "string[]",
      label: "Channels",
      description: "Select one or more channels to monitor for new messages.",
      optional: true,
    },
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreThreads: {
      type: "boolean",
      label: "Ignore replies in threads",
      description: "Ignore replies to messages in threads",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype && !constants.ALLOWED_MESSAGE_IN_CHANNEL_SUBTYPES.includes(event.subtype)) {
        // This source is designed to just emit an event for each new message received.
        // Due to inconsistencies with the shape of message_changed and message_deleted
        // events, we are ignoring them for now. If you want to handle these types of
        // events, feel free to change this code!!
        console.log("Ignoring message with subtype.");
        return;
      }
      if ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) {
        return;
      }
      // There is no thread message type only the thread_ts field
      // indicates if the message is part of a thread in the event.
      if (this.ignoreThreads && event.thread_ts) {
        console.log("Ignoring reply in thread");
        return;
      }
      if (this.resolveNames) {
        if (event.user) {
          event.user_id = event.user;
          event.user = await this.getUserName(event.user);
        } else if (event.bot_id) {
          event.bot = await this.getBotName(event.bot_id);
        }
        event.channel_id = event.channel;
        event.channel = await this.getConversationName(event.channel);
        if (event.team) {
          event.team_id = event.team;
          event.team = await this.getTeamName(event.team);
        }
      }
      return 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.
LabelPropTypeDescription
SlackslackappThis component uses the Slack app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelsconversationsstring[]Select a value from the drop down menu.
slackApphook$.interface.apphook
Resolve NamesresolveNamesboolean

Instead of returning channel, team, and user as IDs, return their human-readable names.

Ignore BotsignoreBotboolean

Ignore messages from bots

Ignore replies in threadsignoreThreadsboolean

Ignore replies to messages in threads

Trigger Authentication

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

Action

Description:Creates a bill. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/bill#create-a-bill)
Version:0.1.3
Key:quickbooks-create-bill

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 { ConfigurationError } from "@pipedream/platform";
import quickbooks from "../../quickbooks.app.mjs";

export default {
  key: "quickbooks-create-bill",
  name: "Create Bill",
  description: "Creates a bill. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/bill#create-a-bill)",
  version: "0.1.3",
  type: "action",
  props: {
    quickbooks,
    vendorRefValue: {
      label: "Vendor Ref Value",
      type: "string",
      description: "Reference to the vendor for this transaction. Query the Vendor name list resource to determine the appropriate Vendor object for this reference. Use `Vendor.Id` from that object for `VendorRef.value`.",
    },
    lineItems: {
      description: "Individual line items of a transaction. Valid Line types include: `ItemBasedExpenseLine` and `AccountBasedExpenseLine`. One minimum line item required for the request to succeed. E.g `[ { \"DetailType\": \"AccountBasedExpenseLineDetail\", \"Amount\": 200.0, \"AccountBasedExpenseLineDetail\": { \"AccountRef\": { \"value\": \"1\" } } } ]`",
      propDefinition: [
        quickbooks,
        "lineItems",
      ],
    },
    vendorRefName: {
      label: "Vendor Reference Name",
      type: "string",
      description: "Reference to the vendor for this transaction. Query the Vendor name list resource to determine the appropriate Vendor object for this reference. Use `Vendor.Name` from that object for `VendorRef.name`.",
      optional: true,
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
    },
    minorVersion: {
      propDefinition: [
        quickbooks,
        "minorVersion",
      ],
    },
  },
  async run({ $ }) {
    if (!this.vendorRefValue || !this.lineItems) {
      throw new ConfigurationError("Must provide vendorRefValue, and lineItems parameters.");
    }

    try {
      this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
        ? JSON.parse(lineItem)
        : lineItem);
    } catch (error) {
      throw new ConfigurationError(`We got an error trying to parse the LineItems. Error: ${error}`);
    }

    const response = await this.quickbooks.createBill({
      $,
      data: {
        VendorRef: {
          value: this.vendorRefValue,
          name: this.vendorRefName,
        },
        Line: this.lineItems,
        CurrencyRef: {
          value: this.currencyRefValue,
          name: this.currencyRefName,
        },
      },
      params: {
        minorversion: this.minorVersion,
      },
    });

    if (response) {
      $.export("summary", `Successfully created bill with id ${response.Bill.Id}`);
    }

    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.

LabelPropTypeDescription
QuickBooksquickbooksappThis component uses the QuickBooks app.
Vendor Ref ValuevendorRefValuestring

Reference to the vendor for this transaction. Query the Vendor name list resource to determine the appropriate Vendor object for this reference. Use Vendor.Id from that object for VendorRef.value.

Line ItemslineItemsstring[]

Individual line items of a transaction. Valid Line types include: ItemBasedExpenseLine and AccountBasedExpenseLine. One minimum line item required for the request to succeed. E.g [ { "DetailType": "AccountBasedExpenseLineDetail", "Amount": 200.0, "AccountBasedExpenseLineDetail": { "AccountRef": { "value": "1" } } } ]

Vendor Reference NamevendorRefNamestring

Reference to the vendor for this transaction. Query the Vendor name list resource to determine the appropriate Vendor object for this reference. Use Vendor.Name from that object for VendorRef.name.

Currency Reference ValuecurrencyRefValuestring

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 Reference NamecurrencyRefNamestring

The full name of the currency.

Minor VersionminorVersionstring

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 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

About QuickBooks

QuickBooks Online is designed to help you manage your business finances with ease.

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