← Slack + QuickBooks integrations

Create Payment with QuickBooks API on New Message In Channels (Instant) from Slack API

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New Message In Channels (Instant) from the Slack API
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Create Payment with the QuickBooks API
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Getting Started

This integration creates a workflow with a Slack trigger and QuickBooks 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 Message In Channels (Instant) trigger
    1. Connect your Slack account
    2. Optional- Select one or more Channels
    3. Configure slackApphook
    4. Optional- Configure Resolve Names
    5. Optional- Configure Ignore Bots
    6. Optional- Configure Ignore replies in threads
  3. Configure the Create Payment action
    1. Connect your QuickBooks account
    2. Configure Total Amount
    3. Configure Customer Reference Value
    4. Optional- Configure Customer Reference Name
    5. Optional- Configure Currency Reference Value
    6. Optional- Configure Currency Reference Name
  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 message is posted to one or more channels
Version:1.0.14
Key:slack-new-message-in-channels

Slack Overview

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions, or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

  • Automate posting updates to your team channels
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • And much more!

Trigger Code

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

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.14",
  description: "Emit new event when a new message is posted to one or more channels",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    conversations: {
      propDefinition: [
        common.props.slack,
        "conversation",
      ],
      type: "string[]",
      label: "Channels",
      description: "Select one or more channels to monitor for new messages.",
      optional: true,
    },
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreThreads: {
      type: "boolean",
      label: "Ignore replies in threads",
      description: "Ignore replies to messages in threads",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype && !constants.ALLOWED_MESSAGE_IN_CHANNEL_SUBTYPES.includes(event.subtype)) {
        // This source is designed to just emit an event for each new message received.
        // Due to inconsistencies with the shape of message_changed and message_deleted
        // events, we are ignoring them for now. If you want to handle these types of
        // events, feel free to change this code!!
        console.log("Ignoring message with subtype.");
        return;
      }
      if ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) {
        return;
      }
      console.log(event.s);
      // There is no thread message type only the thread_ts field
      // indicates if the message is part of a thread in the event.
      if (this.ignoreThreads && event.thread_ts) {
        console.log("Ignoring reply in thread");
        return;
      }
      if (this.resolveNames) {
        if (event.user) {
          event.user_id = event.user;
          event.user = await this.getUserName(event.user);
        } else if (event.bot_id) {
          event.bot = await this.getBotName(event.bot_id);
        }
        event.channel_id = event.channel;
        event.channel = await this.getConversationName(event.channel);
        if (event.team) {
          event.team_id = event.team;
          event.team = await this.getTeamName(event.team);
        }
      }
      return event;
    },
  },
  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.
LabelPropTypeDescription
SlackslackappThis component uses the Slack app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelsconversationsstring[]Select a value from the drop down menu.
slackApphook$.interface.apphook
Resolve NamesresolveNamesboolean

Instead of returning channel, team, and user as IDs, return their human-readable names.

Ignore BotsignoreBotboolean

Ignore messages from bots

Ignore replies in threadsignoreThreadsboolean

Ignore replies to messages in threads

Trigger Authentication

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

Action

Description:Creates a payment. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)
Version:0.0.2
Key:quickbooks-create-payment

QuickBooks Overview

The Quickbooks API is an incredibly powerful tool for businesses of all kinds
that need help managing their finances. With Quickbooks, businesses can easily
process payments, keep track of billing, create invoices and so much more.
Through the Quickbooks API, businesses can customize the platform to fit their
individual needs and create custom, automated transactions that can streamline
processes. Here are a few examples of what you can build using the Quickbooks
API:

  • Automated payment processing
  • Customer invoices
  • Customized billing cycles
  • Automated expense tracking
  • Client account monitoring
  • Financial analytics and insights
  • Automated reminders
  • Transaction histories and insights
  • Global payment processing
  • Accounting integration
  • Sales tax calculation and compliance

Action Code

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

export default {
  key: "quickbooks-create-payment",
  name: "Create Payment",
  description: "Creates a payment. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)",
  version: "0.0.2",
  type: "action",
  props: {
    quickbooks,
    totalAmount: {
      label: "Total Amount",
      description: "Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0",
      type: "string",
    },
    customerRefValue: {
      label: "Customer Reference Value",
      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`.",
      type: "string",
    },
    customerRefName: {
      propDefinition: [
        quickbooks,
        "customerRefName",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.quickbooks.createPayment({
      $,
      data: {
        TotalAmt: this.totalAmount,
        CustomerRef: {
          value: this.customerRefValue,
          name: this.customerRefName,
        },
        CurrencyRef: {
          value: this.currencyRefValue,
          name: this.currencyRefName,
        },
      },
    });

    if (response) {
      $.export("summary", `Successfully created payment with id ${response.Payment.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.

LabelPropTypeDescription
QuickBooksquickbooksappThis component uses the QuickBooks app.
Total AmounttotalAmountstring

Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0

Customer Reference ValuecustomerRefValuestring

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 NamecustomerRefNamestring

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 ValuecurrencyRefValuestring

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 NamecurrencyRefNamestring

The full name of the currency.

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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