Create Invoice with QuickBooks API on New File from Dropbox API

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New File from the Dropbox API

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Create Invoice with the QuickBooks API

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Getting Started#

This integration creates a workflow with a Dropbox 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 File trigger
1. Connect your Dropbox account
2. Select a Path
3. Configure Recursive
4. Configure dropboxApphook
5. Configure Include Media Info
6. Configure Include Link
Configure the Create Invoice action
1. Connect your QuickBooks account
2. Configure Line Items
3. Configure Customer Reference Value
4. Optional- Configure Customer Reference Name
5. Optional- Configure Currency Reference Value
6. Optional- Configure Currency Reference Name
7. Optional- Configure Minor Version
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 File on Dropbox

Description:Emit new event when a new file is added to your account or a specific folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

Version:0.0.16

Key:dropbox-new-file

View on GitHub

Dropbox Overview#

The Dropbox API on Pipedream enables you to automate file and folder operations, streamlining workflows that involve storing, syncing, and sharing content. With this API, you can programmatically manage files, set up event-driven triggers based on changes within Dropbox, and leverage Pipedream's capabilities to connect with hundreds of other apps for extended automation scenarios. It's ideal for building custom file management solutions, archiving systems, or collaborative content workflows without writing extensive code.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  dedupe: "unique",
  type: "source",
  key: "dropbox-new-file",
  name: "New File",
  version: "0.0.16",
  description: "Emit new event when a new file is added to your account or a specific folder. Make sure the number of files/folders in the watched folder does not exceed 4000.",
  props: {
    ...common.props,
    includeMediaInfo: {
      label: "Include Media Info",
      type: "boolean",
      description: "Emit media info for photos and videos (incurs an additional API call)",
      default: false,
    },
    includeLink: {
      label: "Include Link",
      type: "boolean",
      description: "Emit temporary download link to file (incurs an additional API call)",
      default: false,
    },
  },
  hooks: {
    async activate() {
      await this.getHistoricalEvents([
        "file",
      ]);
      const startTime = new Date();
      const state = await this.dropbox.initState(this);
      this._setLastFileModTime(startTime);
      this._setDropboxState(state);
    },
  },
  methods: {
    ...common.methods,
    _setLastFileModTime(time) {
      this.db.set("last_file_mod_time", time);
    },
    _getLastFileModTime() {
      return this.db.get("last_file_mod_time");
    },
  },
  async run() {
    const lastFileModTime = this._getLastFileModTime();
    const state = this._getDropboxState();
    let currFileModTime = "";
    const {
      ret: updates, state: newState,
    } = await this.dropbox.getUpdates(this, state);
    this._setDropboxState(newState);
    for (let update of updates) {
      let file = {
        ...update,
      };
      if (update[".tag"] !== "file") {
        continue;
      }
      if (update.server_modified > currFileModTime) {
        currFileModTime = update.server_modified;
      }
      const isNewFile = await this.isNewFile(update, lastFileModTime);
      if (!isNewFile) {
        continue;
      }
      if (this.includeMediaInfo) {
        file = await this.getMediaInfo(update);
      }
      if (this.includeLink) {
        file.link = await this.getTemporaryLink(update);
      }
      this.$emit(file, this.getMeta(file.id, file.path_display || file.id));
    }
    if (currFileModTime != "") {
      this._setLastFileModTime(currFileModTime);
    }
  },
  sampleEmit,
};

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
Dropbox	`dropbox`	`app`	This component uses the Dropbox app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Path	`path`	`string`	Select a value from the drop down menu.
Recursive	`recursive`	`boolean`	Also watch sub-directories and their contents.
	`dropboxApphook`	`$.interface.apphook`
Include Media Info	`includeMediaInfo`	`boolean`	Emit media info for photos and videos (incurs an additional API call)
Include Link	`includeLink`	`boolean`	Emit temporary download link to file (incurs an additional API call)

Trigger Authentication#

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

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

About Dropbox#

Dropbox gives you secure access to all your files. Collaborate with friends, family, and coworkers from any device.

Action#

Create Invoice on QuickBooks

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

Version:0.1.3

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";

export default {
  key: "quickbooks-create-invoice",
  name: "Create Invoice",
  description: "Creates an invoice. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice)",
  version: "0.1.3",
  type: "action",
  props: {
    quickbooks,
    lineItems: {
      propDefinition: [
        quickbooks,
        "lineItems",
      ],
    },
    customerRefValue: {
      label: "Customer Reference Value",
      type: "string",
      description: "Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use `Customer.Id` from that object for `CustomerRef.value`.",
    },
    customerRefName: {
      propDefinition: [
        quickbooks,
        "customerRefName",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
    },
    minorVersion: {
      propDefinition: [
        quickbooks,
        "minorVersion",
      ],
    },
  },
  async run({ $ }) {
    if (!this.lineItems || !this.customerRefValue) {
      throw new ConfigurationError("Must provide lineItems, and customerRefValue parameters.");
    }

    try {
      this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
        ? JSON.parse(lineItem)
        : lineItem);
    } catch (error) {
      throw new ConfigurationError(`We got an error trying to parse the LineItems. Error: ${error}`);
    }

    const response = await this.quickbooks.createInvoice({
      $,
      data: {
        Line: this.lineItems,
        CustomerRef: {
          value: this.customerRefValue,
          name: this.customerRefName,
        },
        CurrencyRef: {
          value: this.currencyRefValue,
          name: this.currencyRefName,
        },
      },
      params: {
        minorversion: this.minorVersion,
      },
    });

    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.
Line Items	`lineItems`	`string[]`	Individual line items of a transaction. Valid Line types include: `ItemBasedExpenseLine` and `AccountBasedExpenseLine`. One minimum line item required for the request to succeed. E.g `[ { "DetailType": "AccountBasedExpenseLineDetail", "Amount": 100.0, "AccountBasedExpenseLineDetail": { "AccountRef": { "name": "Meals and Entertainment", "value": "10" } } } ]`
Customer Reference Value	`customerRefValue`	`string`	Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use `Customer.Id` from that object for `CustomerRef.value`.
Customer Reference Name	`customerRefName`	`string`	Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use `Customer.DisplayName` from that object for `CustomerRef.name`.
Currency Reference Value	`currencyRefValue`	`string`	A three letter string representing the ISO 4217 code for the currency. For example, `USD`, `AUD`, `EUR`, and so on. This must be defined if multicurrency is enabled for the company. Multicurrency is enabled for the company if `Preferences.MultiCurrencyEnabled` is set to `true`. Read more about multicurrency support here. Required if multicurrency is enabled for the company.
Currency Reference Name	`currencyRefName`	`string`	The full name of the currency.
Minor Version	`minorVersion`	`string`	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.accountingopenidprofileemail

About QuickBooks#

QuickBooks Online is designed to help you manage your business finances with ease.

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Popular Triggers#

New File from the Dropbox API

Emit new event when a new file is added to your account or a specific folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

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New Folder from the Dropbox API

Emit new event when a new folder is created. Make sure the number of files/folders in the watched folder does not exceed 4000.

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New or Modified File or Folder from the Dropbox API

Emit new event when a file or folder is added or modified. Make sure the number of files/folders in the watched folder does not exceed 4000.

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