Create Profit and Loss Detail Report with QuickBooks API on New Task Created from HubSpot API

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New Task Created from the HubSpot API

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Create Profit and Loss Detail Report with the QuickBooks API

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Getting Started#

This integration creates a workflow with a HubSpot 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 Task Created trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Create Profit and Loss Detail Report action
1. Connect your QuickBooks account
2. Optional- Select one or more Customer Ids
3. Optional- Select one or more Account IDs
4. Optional- Select a Accounting Method
5. Optional- Select a Date Macro
6. Optional- Configure Start Date
7. Optional- Configure End Date
8. Optional- Select a Adjusted Gain Loss
9. Optional- Select one or more Class IDs
10. Optional- Select a Payment Method
11. Optional- Select one or more Employee IDs
12. Optional- Select one or more Department IDs
13. Optional- Select one or more Vendor IDs
14. Optional- Select a Account Type
15. Optional- Select a Sort By
16. Optional- Select one or more Columns
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 Task Created on HubSpot

Description:Emit new event for each new task created. [See the documentation](https://developers.hubspot.com/docs/reference/api/crm/engagements/tasks#get-%2Fcrm%2Fv3%2Fobjects%2Ftasks)

Version:1.0.18

Key:hubspot-new-task

View on GitHub

HubSpot Overview#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Trigger Code#

import {
  DEFAULT_LIMIT, OBJECT_TYPES,
} from "../../common/constants.mjs";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "hubspot-new-task",
  name: "New Task Created",
  description:
    "Emit new event for each new task created. [See the documentation](https://developers.hubspot.com/docs/reference/api/crm/engagements/tasks#get-%2Fcrm%2Fv3%2Fobjects%2Ftasks)",
  version: "1.0.18",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getTs(task) {
      return Date.parse(task.createdAt);
    },
    generateMeta(task) {
      return {
        id: task.id,
        summary: `New Task: ${task.properties.hs_task_subject || task.id}`,
        ts: this.getTs(task),
      };
    },
    isRelevant(task, createdAfter) {
      return this.getTs(task) > createdAfter;
    },
    async getParams() {
      const { results: allProperties } = await this.hubspot.getProperties({
        objectType: "tasks",
      });
      const properties = allProperties.map(({ name }) => name);

      const objectTypes = OBJECT_TYPES.map(({ value }) => value);
      const { results: custom } = await this.hubspot.listSchemas();
      const customObjects = custom?.map(
        ({ fullyQualifiedName }) => fullyQualifiedName,
      );
      const associations = [
        ...objectTypes,
        ...customObjects,
      ];

      return {
        params: {
          limit: DEFAULT_LIMIT,
          properties: properties.join(","),
          associations: associations.join(","),
        },
      };
    },
    async processResults(after, params) {
      const tasks = await this.getPaginatedItems(
        this.hubspot.listTasks.bind(this),
        params,
        after,
      );
      await this.processEvents(tasks, after);
    },
  },
};

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
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

business-intelligencecrm.lists.readcrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.objects.listings.writecrm.objects.listings.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.quotes.readcrm.schemas.listings.writecrm.schemas.listings.readcrm.importfilesformsforms-uploaded-filesoauthtimelineintegration-synccrm.schemas.deals.writecrm.lists.writeconversations.readconversations.write

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Create Profit and Loss Detail Report on QuickBooks

Description:Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)

Version:0.0.8

Key:quickbooks-create-pl-report

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 quickbooks from "../../quickbooks.app.mjs";
import {
  DATE_MACRO_OPTIONS, PAYMENT_METHOD_OPTIONS, ACCOUNT_TYPE_OPTIONS, PROFIT_LOSS_REPORT_COLUMNS,
} from "../../common/constants.mjs";

export default {
  key: "quickbooks-create-pl-report",
  name: "Create Profit and Loss Detail Report",
  description: "Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)",
  version: "0.0.8",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    quickbooks,
    customerIds: {
      propDefinition: [
        quickbooks,
        "customer",
      ],
      type: "string[]",
      label: "Customer Ids",
      description: "Filters report contents to include information for specified customers",
      optional: true,
    },
    accountIds: {
      propDefinition: [
        quickbooks,
        "accountIds",
      ],
    },
    accountingMethod: {
      propDefinition: [
        quickbooks,
        "accountingMethod",
      ],
    },
    dateMacro: {
      type: "string",
      label: "Date Macro",
      description: "Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the `start_date` and `end_date` to cover an explicit report date range",
      options: DATE_MACRO_OPTIONS,
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "The start date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`",
      optional: true,
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "The end date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`",
      optional: true,
    },
    adjustedGainLoss: {
      type: "string",
      label: "Adjusted Gain Loss",
      description: "Specifies whether unrealized gain and losses are included in the report",
      options: [
        "true",
        "false",
      ],
      optional: true,
    },
    classIds: {
      propDefinition: [
        quickbooks,
        "classIds",
      ],
    },
    paymentMethod: {
      type: "string",
      label: "Payment Method",
      description: "Filters report contents based on payment method",
      options: PAYMENT_METHOD_OPTIONS,
      optional: true,
    },
    employeeIds: {
      propDefinition: [
        quickbooks,
        "employeeIds",
      ],
    },
    departmentIds: {
      propDefinition: [
        quickbooks,
        "departmentIds",
      ],
    },
    vendorIds: {
      propDefinition: [
        quickbooks,
        "vendorIds",
      ],
    },
    accountType: {
      type: "string",
      label: "Account Type",
      description: "Account type from which transactions are included in the report",
      options: ACCOUNT_TYPE_OPTIONS,
      optional: true,
    },
    sortBy: {
      type: "string",
      label: "Sort By",
      description: "The column type used in sorting report rows",
      options: PROFIT_LOSS_REPORT_COLUMNS,
      optional: true,
    },
    columns: {
      propDefinition: [
        quickbooks,
        "columns",
      ],
      options: PROFIT_LOSS_REPORT_COLUMNS,
    },
  },
  async run({ $ }) {
    const response = await this.quickbooks.getProfitLossReport({
      $,
      params: {
        customer: this.customerIds,
        account: this.accountIds,
        accounting_method: this.accountingMethod,
        date_macro: this.dateMacro,
        start_date: this.startDate,
        end_date: this.endDate,
        adjusted_gain_loss: this.adjustedGainLoss,
        class: this.classIds,
        payment_method: this.paymentMethod,
        employee: this.employeeIds,
        department: this.departmentIds,
        vendor: this.vendorIds,
        account_type: this.accountType,
        sort_by: this.sortBy,
        columns: this.columns,
      },
    });
    if (response) {
      $.export("summary", "Successfully created Profit and Loss Detail Report");
    }
    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 Ids	`customerIds`	`string[]`	Select a value from the drop down menu.
Account IDs	`accountIds`	`string[]`	Select a value from the drop down menu.
Accounting Method	`accountingMethod`	`string`	Select a value from the drop down menu:`CashAccrual`
Date Macro	`dateMacro`	`string`	Select a value from the drop down menu:`TodayYesterdayThis WeekLast WeekThis Week-to-dateLast Week-to-dateNext WeekNext 4 WeeksThis MonthLast MonthThis Month-to-dateLast Month-to-dateNext MonthThis Fiscal QuarterLast Fiscal QuarterThis Fiscal Quarter-to-dateLast Fiscal Quarter-to-dateNext Fiscal QuarterThis Fiscal YearLast Fiscal YearThis Fiscal Year-to-dateLast Fiscal Year-to-dateNext Fiscal Year`
Start Date	`startDate`	`string`	The start date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`
End Date	`endDate`	`string`	The end date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`
Adjusted Gain Loss	`adjustedGainLoss`	`string`	Select a value from the drop down menu:`truefalse`
Class IDs	`classIds`	`string[]`	Select a value from the drop down menu.
Payment Method	`paymentMethod`	`string`	Select a value from the drop down menu:`CashCheckDinners ClubAmerican ExpressDiscoverMasterCardVisa`
Employee IDs	`employeeIds`	`string[]`	Select a value from the drop down menu.
Department IDs	`departmentIds`	`string[]`	Select a value from the drop down menu.
Vendor IDs	`vendorIds`	`string[]`	Select a value from the drop down menu.
Account Type	`accountType`	`string`	Select a value from the drop down menu:`AccountsPayableAccountsReceivableBankCostOfGoodsSoldCreditCardEquityExpenseFixedAssetIncomeLongTermLiabilityNonPostingOtherAssetOtherCurrentAssetOtherCurrentLiabilityOtherExpenseOtherIncome`
Sort By	`sortBy`	`string`	Select a value from the drop down menu:`create_bycreate_datedoc_numlast_mod_bylast_mod_datememonamepmt_mthdsplit_acctx_datetxn_typetax_codeklass_namedept_namedebt_amtcredit_amtnat_open_balsubt_nat_amountsubt_nat_amount_ntrbal_nat_amountrbal_nat_amount_nttax_amountnet_amountdebt_home_amtcredit_home_amtcurrencyexch_ratenat_home_open_balnat_foreign_open_balsubt_nat_home_amountsubt_nat_amount_home_ntrbal_nat_home_amountrbal_nat_amount_home_nthome_tax_amounthome_net_amount`
Columns	`columns`	`string[]`	Select a value from the drop down menu:`create_bycreate_datedoc_numlast_mod_bylast_mod_datememonamepmt_mthdsplit_acctx_datetxn_typetax_codeklass_namedept_namedebt_amtcredit_amtnat_open_balsubt_nat_amountsubt_nat_amount_ntrbal_nat_amountrbal_nat_amount_nttax_amountnet_amountdebt_home_amtcredit_home_amtcurrencyexch_ratenat_home_open_balnat_foreign_open_balsubt_nat_home_amountsubt_nat_amount_home_ntrbal_nat_home_amountrbal_nat_amount_home_nthome_tax_amounthome_net_amount`

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 Profit and Loss Detail Report with QuickBooks API on New Task Created from HubSpot API

Pipedream makes it easy to connect APIs for QuickBooks, HubSpot and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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