← Slack + Quickbooks integrations

Create Customer 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 Customer 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. Configure Resolve names
    5. Configure Ignore bots
  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, open source 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:1.0.0
Key:slack-new-message-in-channels

Trigger Code

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

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.0",
  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: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype != null && event.subtype != "bot_message" && event.subtype != "file_share") {
        // 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;
      }
      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;
    },
  },
};

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/AnameCache$.service.dbThis component uses $.service.db to maintain state between component invocations.
Channelsconversationsstring[]Select a value from the drop down menu.
slackApphook$.interface.apphook
Resolve namesresolveNamesboolean

Resolve user and channel names (incurs extra API calls)

Ignore botsignoreBotboolean

Ignore messages from bots

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 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

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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