← Discord Bot + Quickbooks integrations

Create Customer with Quickbooks API on New Message in Channel from Discord Bot API

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Trigger workflow on
New Message in Channel from the Discord Bot API
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Create Customer with the Quickbooks API
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Getting Started

This integration creates a workflow with a Discord Bot 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 Channel trigger
    1. Connect your Discord Bot account
    2. Select a Guild
    3. Select one or more Channels
    4. Optional- Configure Emit messages as a single event
    5. Configure timer
  3. 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
    8. 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 for each message posted to one or more channels
Version:0.0.12
Key:discord_bot-new-message-in-channel

Discord Bot Overview

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

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.12",
  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
};

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
Discord BotdiscordappThis component uses the Discord Bot app.
GuildguildIdstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelschannelsstring[]Select a value from the drop down menu.
Emit messages as a single eventemitEventsInBatchboolean

If true, all messages are emitted as an array, within a single Pipedream event. Defaults to false, emitting each Discord message as its own event in Pipedream

timer$.interface.timer

Trigger Authentication

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.


If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot

Use this app to interact with the Discord API using a bot in your account

Action

Description:Creates a customer. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)
Version:0.1.2
Key:quickbooks-create-customer

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-customer",
  name: "Create Customer",
  description: "Creates a customer. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)",
  version: "0.1.2",
  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",
      ],
    },
    minorVersion: {
      propDefinition: [
        quickbooks,
        "minorVersion",
      ],
    },
  },
  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,
      },
      params: {
        minorversion: this.minorVersion,
      },
    });

    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.

LabelPropTypeDescription
QuickbooksquickbooksappThis component uses the Quickbooks app.
Display NamedisplayNamestring

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.

Titletitlestring

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 NamegivenNamestring

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 NamemiddleNamestring

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 NamefamilyNamestring

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.

Suffixsuffixstring

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.

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

Online accounting software

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