Create Invoice with QuickBooks API on New Channel Message from Microsoft Teams API

Pipedream makes it easy to connect APIs for QuickBooks, Microsoft Teams and 2,400+ other apps remarkably fast.

Trigger workflow on

New Channel Message from the Microsoft Teams API

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Create Invoice with the QuickBooks API

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Getting Started#

This integration creates a workflow with a Microsoft Teams 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 Channel Message trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
3. Select a Team
4. Select a Channel
Configure the Create Invoice action
1. Connect your QuickBooks account
2. Select a Customer Reference
3. Optional- Select a Currency Code
4. 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 Channel Message on Microsoft Teams

Description:Emit new event when a new message is posted in a channel

Version:0.0.9

Key:microsoft_teams-new-channel-message

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code#

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

export default {
  ...base,
  key: "microsoft_teams-new-channel-message",
  name: "New Channel Message",
  description: "Emit new event when a new message is posted in a channel",
  version: "0.0.9",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    team: {
      propDefinition: [
        base.props.microsoftTeams,
        "team",
      ],
    },
    channel: {
      propDefinition: [
        base.props.microsoftTeams,
        "channel",
        (c) => ({
          teamId: c.team,
        }),
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChannelMessages,
        {
          teamId: this.team,
          channelId: this.channel,
        },
        lastCreated,
      );
    },
    generateMeta(message) {
      return {
        id: message.id,
        summary: `New Message ${message.id}`,
        ts: Date.parse(message.createdDateTime),
      };
    },
  },
};

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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the YouTube API on this schedule
Team	`team`	`string`	Select a value from the drop down menu.
Channel	`channel`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Microsoft Teams uses OAuth authentication. When you connect your Microsoft Teams account, Pipedream will open a popup window where you can sign into Microsoft Teams and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Teams API.

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

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.Read.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Action#

Create Invoice on QuickBooks

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

Version:0.1.7

Key:quickbooks-create-invoice

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 } from "../../common/utils.mjs";

export default {
  key: "quickbooks-create-invoice",
  name: "Create Invoice",
  description: "Creates an invoice. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice)",
  version: "0.1.7",
  type: "action",
  props: {
    quickbooks,
    customerRefValue: {
      propDefinition: [
        quickbooks,
        "customer",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currency",
      ],
    },
    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 invoice. Set DetailType to `SalesItemLineDetail`, `GroupLineDetail`, or `DescriptionOnly`. Example: `{ \"DetailType\": \"SalesItemLineDetail\", \"Amount\": 100.0, \"SalesItemLineDetail\": { \"ItemRef\": { \"name\": \"Services\", \"value\": \"1\" } } }`",
      };
      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 ${i} - Amount`,
      };
    }
    return props;
  },
  methods: {
    buildLineItems() {
      const lineItems = [];
      for (let i = 1; i <= this.numLineItems; i++) {
        lineItems.push({
          DetailType: "SalesItemLineDetail",
          Amount: this[`amount_${i}`],
          SalesItemLineDetail: {
            ItemRef: {
              value: this[`item_${i}`],
            },
          },
        });
      }
      return lineItems;
    },
  },
  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) => {
      if (line.DetailType !== "SalesItemLineDetail" && line.DetailType !== "GroupLineDetail" && line.DetailType !== "DescriptionOnly") {
        throw new ConfigurationError("Line Item DetailType must be `SalesItemLineDetail`, `GroupLineDetail`, or `DescriptionOnly`");
      }
    });

    const response = await this.quickbooks.createInvoice({
      $,
      data: {
        Line: lines,
        CustomerRef: {
          value: this.customerRefValue,
        },
        CurrencyRef: {
          value: this.currencyRefValue,
        },
      },
    });

    if (response) {
      $.export("summary", `Successfully created invoice with ID ${response.Invoice.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.
Currency Code	`currencyRefValue`	`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 Invoice with QuickBooks API on New Channel Message from Microsoft Teams API

Pipedream makes it easy to connect APIs for QuickBooks, Microsoft Teams and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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