Create Customer with QuickBooks API on Name Updated (Instant) from monday (API Key) API

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Name Updated (Instant) from the monday (API Key) API

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Create Customer with the QuickBooks API

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Getting Started#

This integration creates a workflow with a monday (API Key) 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 Name Updated (Instant) trigger
1. Connect your monday (API Key) account
2. Select a Board ID
Configure the Create Customer action
1. Connect your QuickBooks account
2. Optional- Configure Display Name
3. Optional- Configure Title
4. Optional- Configure Given Name
5. Optional- Configure Middle Name
6. Optional- Configure Family Name
7. Optional- Configure Suffix
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#

Name Updated (Instant) on monday (API Key)

Description:Emit new event when an item's name is updated. [See the documentation](https://developer.monday.com/api-reference/reference/webhooks#sample-payload-for-webhook-events)

Version:0.0.8

Key:monday-name-updated

View on GitHub

monday (API Key) Overview#

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Trigger Code#

import common from "../common/common-webhook.mjs";

export default {
  ...common,
  key: "monday-name-updated",
  name: "Name Updated (Instant)",
  description: "Emit new event when an item's name is updated. [See the documentation](https://developer.monday.com/api-reference/reference/webhooks#sample-payload-for-webhook-events)",
  type: "source",
  version: "0.0.8",
  dedupe: "unique",
  hooks: {
    ...common.hooks,
    async deploy() {
      await this.commonDeploy();
    },
  },
  methods: {
    ...common.methods,
    getWebhookArgs() {
      return {
        event: "change_name",
      };
    },
  },
};

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
monday (API Key)	`monday`	`app`	This component uses the monday (API Key) 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.
Board ID	`boardId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About monday (API Key)#

monday.com is a powerful project management system — a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.

Action#

Create Customer on QuickBooks

Description:Creates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)

Version:0.1.8

Key:quickbooks-create-customer

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

export default {
  key: "quickbooks-create-customer",
  name: "Create Customer",
  description: "Creates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)",
  version: "0.1.8",
  type: "action",
  props: {
    quickbooks,
    displayName: {
      propDefinition: [
        quickbooks,
        "displayName",
      ],
    },
    title: {
      propDefinition: [
        quickbooks,
        "title",
      ],
    },
    givenName: {
      propDefinition: [
        quickbooks,
        "givenName",
      ],
    },
    middleName: {
      propDefinition: [
        quickbooks,
        "middleName",
      ],
    },
    familyName: {
      propDefinition: [
        quickbooks,
        "familyName",
      ],
    },
    suffix: {
      propDefinition: [
        quickbooks,
        "suffix",
      ],
    },
  },
  async run({ $ }) {
    if (
      !this.displayName &&
      (!this.title && !this.givenName && !this.middleName && !this.familyName && !this.suffix)
    ) {
      throw new ConfigurationError("Must provide displayName or at least one of title, givenName, middleName, familyName, or suffix parameters.");
    }

    const response = await this.quickbooks.createCustomer({
      $,
      data: {
        DisplayName: this.displayName,
        Suffix: this.suffix,
        Title: this.title,
        MiddleName: this.middleName,
        FamilyName: this.familyName,
        GivenName: this.givenName,
      },
    });

    if (response) {
      $.export("summary", `Successfully created customer with ID ${response.Customer.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.

Label	Prop	Type	Description
QuickBooks	`quickbooks`	`app`	This component uses the QuickBooks app.
Display Name	`displayName`	`string`	The name of the person or organization as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: `Title`, `GivenName`, `MiddleName`, `FamilyName`, and `Suffix`.
Title	`title`	`string`	Title of the person. This tag supports i18n, all locales. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, `Suffix`, or `FullyQualifiedName` attributes are required during create.
Given Name	`givenName`	`string`	Given name or first name of a person. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.
Middle Name	`middleName`	`string`	Middle name of the person. The person can have zero or more middle names. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.
Family Name	`familyName`	`string`	Family name or the last name of the person. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.
Suffix	`suffix`	`string`	Suffix of the name. For example, `Jr`. The `DisplayName` attribute or at least one of `Title`, `GivenName`, `MiddleName`, `FamilyName`, or `Suffix` attributes is required for object create.

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 Customer with QuickBooks API on Name Updated (Instant) from monday (API Key) API

Pipedream makes it easy to connect APIs for QuickBooks, monday (API Key) and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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