Create Estimate with QuickBooks API on New Item in Feed from RSS API

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New Item in Feed from the RSS API

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Create Estimate with the QuickBooks API

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Getting Started#

This integration creates a workflow with a RSS 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 New Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Create Estimate action
1. Connect your QuickBooks account
2. Select a Customer Reference
3. Optional- Configure Bill Email
4. Optional- Configure Expiration Date
5. Optional- Configure Accepted By
6. Optional- Configure Accepted Date
7. Optional- Select a Currency Code
8. Optional- Configure Document Number
9. Optional- Configure Billing Street Address
10. Optional- Configure Billing City
11. Optional- Configure Billing State
12. Optional- Configure Billing Zip
13. Optional- Configure Billing Latitude
14. Optional- Configure Billing Longitude
15. Optional- Configure Shipping Street Address
16. Optional- Configure Shipping City
17. Optional- Configure Shipping State
18. Optional- Configure Shipping Zip
19. Optional- Configure Shipping Latitude
20. Optional- Configure Shipping Longitude
21. Optional- Configure Private Note
22. Optional- Configure Customer Memo
23. Optional- Select a Tax Code ID
24. Configure Enter Line Items as Objects
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#

New Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.7

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import { defineSource } from "@pipedream/types";
import rss from "../../app/rss.app.mjs";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.7",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Create Estimate on QuickBooks

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

Version:0.0.1

Key:quickbooks-create-estimate

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";
import {
  parseLineItems,
  buildSalesLineItems,
} from "../../common/utils.mjs";

export default {
  key: "quickbooks-create-estimate",
  name: "Create Estimate",
  description: "Creates an estimate. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#create-an-estimate)",
  version: "0.0.1",
  type: "action",
  props: {
    quickbooks,
    customerRefValue: {
      propDefinition: [
        quickbooks,
        "customer",
      ],
    },
    billEmail: {
      type: "string",
      label: "Bill Email",
      description: "Email address where the estimate should be sent",
      optional: true,
    },
    expirationDate: {
      type: "string",
      label: "Expiration Date",
      description: "Date when the estimate expires (YYYY-MM-DD)",
      optional: true,
    },
    acceptedBy: {
      type: "string",
      label: "Accepted By",
      description: "Name of the customer who accepted the estimate",
      optional: true,
    },
    acceptedDate: {
      type: "string",
      label: "Accepted Date",
      description: "Date when the estimate was accepted (YYYY-MM-DD)",
      optional: true,
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currency",
      ],
      optional: true,
    },
    docNumber: {
      type: "string",
      label: "Document Number",
      description: "Reference number for the transaction",
      optional: true,
    },
    billingStreetAddress: {
      propDefinition: [
        quickbooks,
        "billingStreetAddress",
      ],
    },
    billingCity: {
      propDefinition: [
        quickbooks,
        "billingCity",
      ],
    },
    billingState: {
      propDefinition: [
        quickbooks,
        "billingState",
      ],
    },
    billingZip: {
      propDefinition: [
        quickbooks,
        "billingZip",
      ],
    },
    billingLatitude: {
      propDefinition: [
        quickbooks,
        "billingLatitude",
      ],
    },
    billingLongitude: {
      propDefinition: [
        quickbooks,
        "billingLongitude",
      ],
    },
    shippingStreetAddress: {
      propDefinition: [
        quickbooks,
        "shippingStreetAddress",
      ],
    },
    shippingCity: {
      propDefinition: [
        quickbooks,
        "shippingCity",
      ],
    },
    shippingState: {
      propDefinition: [
        quickbooks,
        "shippingState",
      ],
    },
    shippingZip: {
      propDefinition: [
        quickbooks,
        "shippingZip",
      ],
    },
    shippingLatitude: {
      propDefinition: [
        quickbooks,
        "shippingLatitude",
      ],
    },
    shippingLongitude: {
      propDefinition: [
        quickbooks,
        "shippingLongitude",
      ],
    },
    privateNote: {
      type: "string",
      label: "Private Note",
      description: "Private note for internal use",
      optional: true,
    },
    customerMemo: {
      type: "string",
      label: "Customer Memo",
      description: "Memo visible to customer",
      optional: true,
    },
    taxCodeId: {
      propDefinition: [
        quickbooks,
        "taxCodeId",
      ],
    },
    lineItemsAsObjects: {
      propDefinition: [
        quickbooks,
        "lineItemsAsObjects",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.lineItemsAsObjects) {
      props.lineItems = {
        type: "string[]",
        label: "Line Items",
        description: "Line items of an estimate. Set DetailType to `SalesItemLineDetail`, `GroupLineDetail`, or `DescriptionOnly`. Example: `{ \"DetailType\": \"SalesItemLineDetail\", \"Amount\": 100.0, \"SalesItemLineDetail\": { \"ItemRef\": { \"name\": \"Services\", \"value\": \"1\" } } }` [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#create-an-estimate) for more information.",
      };
      return props;
    }
    props.numLineItems = {
      type: "integer",
      label: "Number of Line Items",
      description: "The number of line items to enter",
      reloadProps: true,
    };
    if (!this.numLineItems) {
      return props;
    }
    for (let i = 1; i <= this.numLineItems; i++) {
      props[`item_${i}`] = {
        type: "string",
        label: `Line ${i} - Item ID`,
        options: async ({ page }) => {
          return this.quickbooks.getPropOptions({
            page,
            resource: "Item",
            mapper: ({
              Id: value, Name: label,
            }) => ({
              value,
              label,
            }),
          });
        },
      };
      props[`amount_${i}`] = {
        type: "string",
        label: `Line ${i} - Amount`,
      };
    }
    return props;
  },
  methods: {
    buildLineItems() {
      return buildSalesLineItems(this.numLineItems, this);
    },
  },
  async run({ $ }) {
    if ((!this.numLineItems && !this.lineItemsAsObjects) || !this.customerRefValue) {
      throw new ConfigurationError("Must provide lineItems and customerRefValue parameters.");
    }

    const lines = this.lineItemsAsObjects
      ? parseLineItems(this.lineItems)
      : this.buildLineItems();

    lines.forEach((line, index) => {
      if (line.DetailType !== "SalesItemLineDetail" && line.DetailType !== "GroupLineDetail" && line.DetailType !== "DescriptionOnly") {
        throw new ConfigurationError(`Line Item at index ${index + 1} has invalid DetailType '${line.DetailType}'. Must be 'SalesItemLineDetail', 'GroupLineDetail', or 'DescriptionOnly'`);
      }
    });

    const hasBillingAddress = this.billingStreetAddress
      || this.billingCity
      || this.billingState
      || this.billingZip
      || this.billingLatitude
      || this.billingLongitude;
    const hasShippingAddress = this.shippingStreetAddress
      || this.shippingCity
      || this.shippingState
      || this.shippingZip
      || this.shippingLatitude
      || this.shippingLongitude;

    const params = {};
    const data = {
      Line: lines,
      CustomerRef: {
        value: this.customerRefValue,
      },
      ExpirationDate: this.expirationDate,
      AcceptedBy: this.acceptedBy,
      AcceptedDate: this.acceptedDate,
      DocNumber: this.docNumber,
      BillAddr: hasBillingAddress
        ? {
          Line1: this.billingStreetAddress,
          City: this.billingCity,
          CountrySubDivisionCode: this.billingState,
          PostalCode: this.billingZip,
          Lat: this.billingLatitude,
          Long: this.billingLongitude,
        }
        : undefined,
      ShipAddr: hasShippingAddress
        ? {
          Line1: this.shippingStreetAddress,
          City: this.shippingCity,
          CountrySubDivisionCode: this.shippingState,
          PostalCode: this.shippingZip,
          Lat: this.shippingLatitude,
          Long: this.shippingLongitude,
        }
        : undefined,
      PrivateNote: this.privateNote,
    };

    if (this.billEmail) {
      params.include = "estimateLink";
      data.BillEmail = {
        Address: this.billEmail,
      };
    }
    if (this.currencyRefValue) {
      data.CurrencyRef = {
        value: this.currencyRefValue,
      };
    }
    if (this.customerMemo) {
      data.CustomerMemo = {
        value: this.customerMemo,
      };
    }

    const response = await this.quickbooks.createEstimate({
      $,
      params,
      data,
    });

    if (response) {
      $.export("$summary", `Successfully created estimate with ID ${response.Estimate.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.
Customer Reference	`customerRefValue`	`string`	Select a value from the drop down menu.
Bill Email	`billEmail`	`string`	Email address where the estimate should be sent
Expiration Date	`expirationDate`	`string`	Date when the estimate expires (YYYY-MM-DD)
Accepted By	`acceptedBy`	`string`	Name of the customer who accepted the estimate
Accepted Date	`acceptedDate`	`string`	Date when the estimate was accepted (YYYY-MM-DD)
Currency Code	`currencyRefValue`	`string`	Select a value from the drop down menu.
Document Number	`docNumber`	`string`	Reference number for the transaction
Billing Street Address	`billingStreetAddress`	`string`	The street address of the billing address
Billing City	`billingCity`	`string`	The city of the billing address
Billing State	`billingState`	`string`	The state of the billing address
Billing Zip	`billingZip`	`string`	The zip code of the billing address
Billing Latitude	`billingLatitude`	`string`	The latitude of the billing address
Billing Longitude	`billingLongitude`	`string`	The longitude of the billing address
Shipping Street Address	`shippingStreetAddress`	`string`	The street address of the shipping address
Shipping City	`shippingCity`	`string`	The city of the shipping address
Shipping State	`shippingState`	`string`	The state of the shipping address
Shipping Zip	`shippingZip`	`string`	The zip code of the shipping address
Shipping Latitude	`shippingLatitude`	`string`	The latitude of the shipping address
Shipping Longitude	`shippingLongitude`	`string`	The longitude of the shipping address
Private Note	`privateNote`	`string`	Private note for internal use
Customer Memo	`customerMemo`	`string`	Memo visible to customer
Tax Code ID	`taxCodeId`	`string`	Select a value from the drop down menu.
Enter Line Items as Objects	`lineItemsAsObjects`	`boolean`	Enter line items as an array of objects

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 Estimate with QuickBooks API on New Item in Feed from RSS API

Pipedream makes it easy to connect APIs for QuickBooks, RSS and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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