← Airtable (OAuth) + QuickBooks integrations

Create Bill with QuickBooks API on New, Modified or Deleted Records from Airtable (OAuth) API

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Trigger workflow on
New, Modified or Deleted Records from the Airtable (OAuth) API
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Create Bill with the QuickBooks API
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Getting Started

This integration creates a workflow with a Airtable (OAuth) 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, Modified or Deleted Records trigger
    1. Connect your Airtable (OAuth) account
    2. Configure timer
    3. Select a Base
    4. Select a Table
    5. Optional- Configure Return Fields By Field ID
  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 each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records
Version:0.0.6
Key:airtable_oauth-new-modified-or-deleted-records

Airtable (OAuth) Overview

Using the Airtable API, you can build applications that can:

  • Create and manage databases
  • Add, update, and delete records
  • Search for records
  • Sort and filter records
  • Display records in a variety of ways
  • Import and export data

Trigger Code

import base from "../common/common.mjs";
import moment from "moment";

export default {
  ...base,
  name: "New, Modified or Deleted Records",
  key: "airtable_oauth-new-modified-or-deleted-records",
  version: "0.0.6",
  type: "source",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getPrevAllRecordIds() {
      return this.db.get("prevAllRecordIds");
    },
    _setPrevAllRecordIds(prevAllRecordIds) {
      this.db.set("prevAllRecordIds", prevAllRecordIds);
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

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

    const prevAllRecordIds = this._getPrevAllRecordIds();

    const lastTimestamp = this._getLastTimestamp();
    const params = {
      filterByFormula: `LAST_MODIFIED_TIME() > "${lastTimestamp}"`,
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };

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

    let allRecordIds = [],
      newRecordsCount = 0,
      modifiedRecordsCount = 0,
      deletedRecordsCount = 0;

    if (records) {
      for (const record of records) {
        if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
          record.type = "new_record";
          newRecordsCount++;
        } else {
          record.type = "record_modified";
          modifiedRecordsCount++;
        }

        record.metadata = metadata;

        this.$emit(record, {
          summary: `${record.type}: ${JSON.stringify(record.fields)}`,
          id: record.id,
        });
      }
    }

    delete params.filterByFormula;

    const data = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });
    if (!data.length || data.length === 0) return;
    allRecordIds = [
      ...data.map((record) => record.id),
    ];

    if (prevAllRecordIds) {
      const deletedRecordIds = prevAllRecordIds.filter(
        (prevRecord) => !allRecordIds.includes(prevRecord),
      );
      for (const recordID of deletedRecordIds) {
        deletedRecordsCount++;
        const deletedRecordObj = {
          metadata,
          type: "record_deleted",
          id: recordID,
        };
        this.$emit(deletedRecordObj, {
          summary: "record_deleted",
          id: recordID,
        });
      }
    }

    console.log(
      `Emitted ${newRecordsCount} new records(s) and ${modifiedRecordsCount} modified record(s) and ${deletedRecordsCount} deleted records.`,
    );
    this._setPrevAllRecordIds(allRecordIds);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
};

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
Airtable (OAuth)airtableappThis component uses the Airtable (OAuth) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Return Fields By Field IDreturnFieldsByFieldIdboolean

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

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 is an incredibly powerful tool for businesses of all kinds
that need help managing their finances. With Quickbooks, businesses can easily
process payments, keep track of billing, create invoices and so much more.
Through the Quickbooks API, businesses can customize the platform to fit their
individual needs and create custom, automated transactions that can streamline
processes. Here are a few examples of what you can build using the Quickbooks
API:

  • Automated payment processing
  • Customer invoices
  • Customized billing cycles
  • Automated expense tracking
  • Client account monitoring
  • Financial analytics and insights
  • Automated reminders
  • Transaction histories and insights
  • Global payment processing
  • Accounting integration
  • Sales tax calculation and compliance

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.accounting

About QuickBooks

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

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