Create Invoice with QuickBooks API on New Requests (Payload Only) from HTTP / Webhook API

Pipedream makes it easy to connect APIs for QuickBooks, HTTP / Webhook and 2,900+ other apps remarkably fast.

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New Requests (Payload Only) from the HTTP / Webhook API

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Create Invoice with the QuickBooks API

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Getting Started#

This integration creates a workflow with a HTTP / Webhook 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 Requests (Payload Only) trigger
1. Connect your HTTP / Webhook account
Configure the Create Invoice action
1. Connect your QuickBooks account
2. Select a Customer Reference
3. Optional- Configure Bill Email
4. Optional- Configure Due Date
5. Optional- Configure Allow Online Credit Card Payment
6. Optional- Configure Allow Online Bank Transfer Payment
7. Optional- Select a Currency Code
8. Optional- Configure Document Number
9. Optional- Configure Billing Address
10. Optional- Configure Shipping Address
11. Optional- Configure Tracking Number
12. Optional- Configure Private Note
13. Optional- Configure Customer Memo
14. Optional- Select a Tax Code ID
15. 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 Requests (Payload Only) on HTTP / Webhook

Description:Get a URL and emit the HTTP body as an event on every request

Version:0.1.1

Key:http-new-requests-payload-only

View on GitHub

HTTP / Webhook Overview#

Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

$A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.$

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

Focus on integrating, not authenticating

This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.

Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.

Compatible with no code actions or Node.js and Python

The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.

Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.

Trigger Code#

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

// Core HTTP component
// Returns a 200 OK response, emits the HTTP payload as an event
export default {
  key: "http-new-requests-payload-only",
  name: "New Requests (Payload Only)",
  // eslint-disable-next-line
  description: "Get a URL and emit the HTTP body as an event on every request",
  version: "0.1.1",
  type: "source",
  props: {
    // eslint-disable-next-line
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    http,
  },
  async run(event) {
    const { body } = event;
    this.httpInterface.respond({
      status: 200,
      body,
    });
    // Emit the HTTP payload
    this.$emit({
      body,
    });
  },
};

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
N/A	`httpInterface`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
HTTP / Webhook	`http`	`app`	This component uses the HTTP / Webhook app.

Trigger Authentication#

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook#

Get a unique URL where you can send HTTP or webhook requests

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:0.2.6

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: "0.2.6",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    quickbooks,
    customerRefValue: {
      propDefinition: [
        quickbooks,
        "customer",
      ],
    },
    billEmail: {
      type: "string",
      label: "Bill Email",
      description: "Email address where the invoice should be sent",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Date when the payment of the transaction is due (YYYY-MM-DD)",
      optional: true,
    },
    allowOnlineCreditCardPayment: {
      type: "boolean",
      label: "Allow Online Credit Card Payment",
      description: "Allow online credit card payment",
      optional: true,
    },
    allowOnlineACHPayment: {
      type: "boolean",
      label: "Allow Online Bank Transfer Payment",
      description: "Allow online bank transfer payment",
      optional: true,
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currency",
      ],
    },
    docNumber: {
      type: "string",
      label: "Document Number",
      description: "Reference number for the transaction",
      optional: true,
    },
    billAddr: {
      type: "object",
      label: "Billing Address",
      description: "Billing address details",
      optional: true,
    },
    shipAddr: {
      type: "object",
      label: "Shipping Address",
      description: "Shipping address details",
      optional: true,
    },
    trackingNum: {
      type: "string",
      label: "Tracking Number",
      description: "Shipping tracking number",
      optional: true,
    },
    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 invoice. 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/invoice#create-an-invoice) 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 ${i} - Amount`,
      };
    }
    return props;
  },
  methods: {
    buildLineItems() {
      const lineItems = [];
      for (let i = 1; i <= this.numLineItems; i++) {
        lineItems.push({
          DetailType: "SalesItemLineDetail",
          Amount: this[`amount_${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 params = {};
    const data = {
      Line: lines,
      CustomerRef: {
        value: this.customerRefValue,
      },
      DueDate: this.dueDate,
      AllowOnlineCreditCardPayment: this.allowOnlineCreditCardPayment,
      AllowOnlineACHPayment: this.allowOnlineACHPayment,
      DocNumber: this.docNumber,
      BillAddr: this.billAddr,
      ShipAddr: this.shipAddr,
      TrackingNum: this.trackingNum,
      PrivateNote: this.privateNote,
    };

    if (this.billEmail) {
      params.include = "invoiceLink";
      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.createInvoice({
      $,
      params,
      data,
    });

    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.
Bill Email	`billEmail`	`string`	Email address where the invoice should be sent
Due Date	`dueDate`	`string`	Date when the payment of the transaction is due (YYYY-MM-DD)
Allow Online Credit Card Payment	`allowOnlineCreditCardPayment`	`boolean`	Allow online credit card payment
Allow Online Bank Transfer Payment	`allowOnlineACHPayment`	`boolean`	Allow online bank transfer payment
Currency Code	`currencyRefValue`	`string`	Select a value from the drop down menu.
Document Number	`docNumber`	`string`	Reference number for the transaction
Billing Address	`billAddr`	`object`	Billing address details
Shipping Address	`shipAddr`	`object`	Shipping address details
Tracking Number	`trackingNum`	`string`	Shipping tracking number
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

About QuickBooks#

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

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