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← Schedule + Quickbooks Sandbox integrations

Create Customer with Quickbooks Sandbox API on Daily schedule from Schedule API

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Trigger workflow on
Daily schedule from the Schedule API
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Create Customer with the Quickbooks Sandbox API
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Getting Started

This integration creates a workflow with a Schedule trigger and Quickbooks Sandbox 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 Daily schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Customer action
    1. Connect your Quickbooks Sandbox 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 minorversion
  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

Daily schedule on Schedule
Description:Trigger your workflow every day.
Version:0.0.1
Key:schedule-daily

Schedule Overview

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

  • Automated data retrieval from a third-party service, like pulling stats from
    your Salesforce account on a set schedule.
  • Uploading new data sets to a database with a predetermined interval.
  • Automatic emails to customers or leads at a certain time of the day.
  • Automating data analysis based on a set schedule.
  • Automatically optimizing social media postings according to a specified
    timeline.
  • Updating webpages at a certain interval with newly available content.
  • Re-running reports on a periodic basis.
  • Refreshing a cache of data at a given frequency.

Trigger Code

import schedule from "../../schedule.app.mjs";

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Create Customer on Quickbooks Sandbox
Description:Creates a customer.
Version:0.1.1
Key:quickbooks_sandbox-create-customer

Quickbooks Sandbox Overview

QuickBooks Sandbox API provides a powerful and reliable platform to develop,
customize, and test applications related to accounting and finance. The API
allows developers to access a variety of features, such as:

  • Create, read, update and delete financial data.
  • Create and manage Invoices, Estimates, Orders, Payments and other objects.
  • Log in and manage customers, vendors, and suppliers.
  • Record and manage expenses, taxes, banking transactions and other financial
    transactions.

With the Quickbooks Sandbox API, you can build the following applications:

  • A financial record-keeping and reporting app.
  • An expense manager and budget tracker.
  • A customer, vendor & supplier management system.
  • A payments & receipts processing application.
  • An invoicing & estimate management system.
  • An accounts receivable & payable system.
  • A multi-currency payment processing system.
  • A tax calculation and reporting tool.
  • A virtual banking application.
  • A dynamic accounting dashboard.

Action Code

// legacy_hash_id: a_EVi7zr
import { axios } from "@pipedream/platform";

export default {
  key: "quickbooks_sandbox-create-customer",
  name: "Create Customer",
  description: "Creates a customer.",
  version: "0.1.1",
  type: "action",
  props: {
    quickbooks_sandbox: {
      type: "app",
      app: "quickbooks_sandbox",
    },
    display_name: {
      type: "string",
      description: "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`.",
      optional: true,
    },
    title: {
      type: "string",
      description: "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.",
      optional: true,
    },
    given_name: {
      type: "string",
      description: "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.",
      optional: true,
    },
    middle_name: {
      type: "string",
      description: "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.",
      optional: true,
    },
    family_name: {
      type: "string",
      description: "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.",
      optional: true,
    },
    suffix: {
      type: "string",
      description: "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.",
      optional: true,
    },
    minorversion: {
      type: "string",
      description: "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:\n`https://quickbooks.api.intuit.com/v3/company/<realmId>/journalentry/entityId?minorversion=1`",
      optional: true,
    },
  },
  async run({ $ }) {
  //See Quickbooks API docs at: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer

    if (!this.display_name && (!this.title && !this.given_name && !this.middle_name && !this.family_name && !this.suffix)) {
      throw new Error("Must provide display_name or at least one of title, given_name, middle_name, family_name, or suffix parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${this.quickbooks_sandbox.$auth.company_id}/customer`,
      headers: {
        "Authorization": `Bearer ${this.quickbooks_sandbox.$auth.oauth_access_token}`,
        "accept": "application/json",
        "content-type": "application/json",
      },
      data: {
        DisplayName: this.display_name,
        Suffix: this.suffix,
        Title: this.title,
        MiddleName: this.middle_name,
        FamilyName: this.family_name,
        GivenName: this.given_name,
      },
      params: {
        minorversion: this.minorversion,
      },
    });
  },
};

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
Quickbooks Sandboxquickbooks_sandboxappThis component uses the Quickbooks Sandbox app.
display_namedisplay_namestring

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_namegiven_namestring

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_namemiddle_namestring

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_namefamily_namestring

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.

minorversionminorversionstring

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 Sandbox uses OAuth authentication. When you connect your Quickbooks Sandbox account, Pipedream will open a popup window where you can sign into Quickbooks Sandbox 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 Sandbox API.

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

com.intuit.quickbooks.accounting

About Quickbooks Sandbox

Online accounting software

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