← Simplesat + Quickbooks Sandbox integrations

Create Invoice with Quickbooks Sandbox API on New Answer from Simplesat API

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Trigger workflow on
New Answer from the Simplesat API
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Create Invoice with the Quickbooks Sandbox API
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Getting Started

This integration creates a workflow with a Simplesat 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 New Answer trigger
    1. Connect your Simplesat account
    2. Configure Polling schedule
  3. Configure the Create Invoice action
    1. Connect your Quickbooks Sandbox account
    2. Configure line_items
    3. Configure customer_ref_value
    4. Optional- Configure customer_ref_name
    5. Optional- Configure currency_ref_value
    6. Optional- Configure currency_ref_name
    7. 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

Description:Emit new event when a new answer is created
Version:0.0.3
Key:simplesat-new-answer

Simplesat Overview

The Simplesat API allows you to automate and integrate customer feedback workflows directly with your other business processes. With this API, you can seamlessly gather customer satisfaction ratings, Net Promoter Scores, and firsthand testimonials. You can trigger actions based on feedback, sync data to CRM or support tools, and analyze customer sentiment in real-time.

Trigger Code

import app from "../../simplesat.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  dedupe: "unique",
  type: "source",
  key: "simplesat-new-answer",
  name: "New Answer",
  description: "Emit new event when a new answer is created",
  version: "0.0.3",
  props: {
    app,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      label: "Polling schedule",
      description: "How often to poll the new answers",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _setLastAnswerId(id) {
      this.db.set("lastAnswerId", id);
    },
    _getLastAnswerId() {
      return this.db.get("lastAnswerId");
    },
  },
  async run() {
    let page = 1;
    let firstId = null;
    const lastId = this._getLastAnswerId();
    do {
      const res = await this.app.listAnswers(page);
      console.log(page);
      if (res.answers[0] && !firstId) {
        firstId = res.answers[0].id;
      }

      for (const answer of res.answers) {
        if (answer.id === lastId) {
          console.log("Found last answer, stopping");
          return;
        }
        this.$emit(answer, {
          id: answer.id,
          summary: answer.answer_label,
          ts: answer.created,
        });
      }
      if (!res.next) {
        break;
      }
      page++;
    } while (true);
    this._setLastAnswerId(firstId);
  },
};

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
SimplesatappappThis component uses the Simplesat app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the new answers

Trigger Authentication

Simplesat uses API keys for authentication. When you connect your Simplesat account, Pipedream securely stores the keys so you can easily authenticate to Simplesat APIs in both code and no-code steps.

To find your key, log into your Simplesat account and head over to Admin > Account Settings.

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

Action

Description:Creates an invoice.
Version:0.1.1
Key:quickbooks_sandbox-create-invoice

Quickbooks Sandbox Overview

QuickBooks Sandbox API provides a robust platform for developers to test QuickBooks Online integrations without affecting live data. With Pipedream, you can harness this API to automate various accounting tasks, simulate financial scenarios, or validate app behavior pre-deployment. Imagine syncing invoice statuses with your CRM, triggering alerts based on financial thresholds, or reconciling payments programmatically—all in a safe, isolated environment before going live.

Action Code

// legacy_hash_id: a_gniWe7
import { axios } from "@pipedream/platform";

export default {
  key: "quickbooks_sandbox-create-invoice",
  name: "Create Invoice",
  description: "Creates an invoice.",
  version: "0.1.1",
  type: "action",
  props: {
    quickbooks_sandbox: {
      type: "app",
      app: "quickbooks_sandbox",
    },
    line_items: {
      type: "any",
      description: "The minimum line item required for the request is one of the following: \n* `SalesItemLine` type\n* `GroupLine` type\nand Inline subtotal using `DescriptionOnlyLine`",
    },
    customer_ref_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`.",
    },
    customer_ref_name: {
      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.DisplayName ` from that object for `CustomerRef.name`.",
      optional: true,
    },
    currency_ref_value: {
      type: "string",
      description: "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.\nMulticurrency is enabled for the company if `Preferences.MultiCurrencyEnabled` is set to `true`. Read more about multicurrency support [here](https://developer.intuit.com/docs?RedirectID=MultCurrencies). Required if multicurrency is enabled for the company.",
      optional: true,
    },
    currency_ref_name: {
      type: "object",
      description: "The full name of the currency.",
      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/invoice#create-an-invoice

    if (!this.line_items || !this.customer_ref_value) {
      throw new Error("Must provide line_items, and customer_ref_value parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${this.quickbooks_sandbox.$auth.company_id}/invoice`,
      headers: {
        "Authorization": `Bearer ${this.quickbooks_sandbox.$auth.oauth_access_token}`,
        "accept": "application/json",
        "content-type": "application/json",
      },
      data: {
        Line: this.line_items,
        CustomerRef: {
          value: this.customer_ref_value,
          name: this.customer_ref_name,
        },
        CurrencyRef: {
          value: this.currency_ref_value,
          name: this.currency_ref_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.
line_itemsline_itemsany

The minimum line item required for the request is one of the following:

  • SalesItemLine type
  • GroupLine type
    and Inline subtotal using DescriptionOnlyLine
customer_ref_valuecustomer_ref_valuestring

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_ref_namecustomer_ref_namestring

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_ref_valuecurrency_ref_valuestring

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_ref_namecurrency_ref_nameobject

The full name of the currency.

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.accountingopenidprofileemail

About Quickbooks Sandbox

Online accounting software

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