Create Thread (Assistants) with OpenAI (ChatGPT) API on New Customer Updated from QuickBooks API

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New Customer Updated from the QuickBooks API

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Create Thread (Assistants) with the OpenAI (ChatGPT) API

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Getting Started#

This integration creates a workflow with a QuickBooks trigger and OpenAI (ChatGPT) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Customer Updated trigger
1. Connect your QuickBooks account
2. Configure timer
Configure the Create Thread (Assistants) action
1. Connect your OpenAI (ChatGPT) account
2. Optional- Configure Messages
3. Optional- Configure Metadata
4. Optional- Configure Run Thread
5. Optional- Select one or more Tool Types
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 Customer Updated on QuickBooks

Description:Emit new event when a customer is updated.

Version:0.0.4

Key:quickbooks-new-customer-updated

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.

Trigger Code#

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

export default {
  ...common,
  key: "quickbooks-new-customer-updated",
  name: "New Customer Updated",
  description: "Emit new event when a customer is updated.",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getQuery(lastDate) {
      return `select * from Customer Where Metadata.LastUpdatedTime >= '${lastDate}' orderby Metadata.LastUpdatedTime desc`;
    },
    getFieldList() {
      return "Customer";
    },
    getFieldDate() {
      return "LastUpdatedTime";
    },
    getSummary(item) {
      return `New Customer Updated: ${item.DisplayName}`;
    },
  },
  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
QuickBooks	`quickbooks`	`app`	This component uses the QuickBooks app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger 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.

Action#

Create Thread (Assistants) on OpenAI (ChatGPT)

Description:Creates a thread with optional messages and metadata, and optionally runs the thread using the specified assistant. [See the documentation](https://platform.openai.com/docs/api-reference/threads/createThread)

Version:0.0.11

Key:openai-create-thread

View on GitHub

OpenAI (ChatGPT) Overview#

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Action Code#

import openai from "../../openai.app.mjs";
import common from "../common/common-assistants.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "openai-create-thread",
  name: "Create Thread (Assistants)",
  description: "Creates a thread with optional messages and metadata, and optionally runs the thread using the specified assistant. [See the documentation](https://platform.openai.com/docs/api-reference/threads/createThread)",
  version: "0.0.11",
  type: "action",
  props: {
    openai,
    messages: {
      propDefinition: [
        openai,
        "messages",
      ],
      optional: true,
    },
    metadata: {
      propDefinition: [
        openai,
        "metadata",
      ],
      optional: true,
    },
    runThread: {
      type: "boolean",
      label: "Run Thread",
      description: "Set to `true` to run the thread after creation",
      optional: true,
      reloadProps: true,
    },
    toolTypes: {
      type: "string[]",
      label: "Tool Types",
      description: "The types of tools to enable on the assistant",
      options: constants.TOOL_TYPES.filter((type) => type !== "function"),
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.runThread) {
      props.assistantId = {
        type: "string",
        label: "Assistant ID",
        description: "The unique identifier for the assistant.",
        options: async () => { return this.getAssistantPropOptions(); },
      };
      props.model = {
        type: "string",
        label: "Model",
        description: "The ID of the model to use for the assistant",
        options: async () => { return this.getAssistantModelPropOptions(); },
      };
      props.instructions = {
        type: "string",
        label: "Instructions",
        description: "The system instructions that the assistant uses.",
        optional: true,
      };
      props.waitForCompletion = {
        type: "boolean",
        label: "Wait For Completion",
        description: "Set to `true` to poll the API in 3-second intervals until the run is completed",
        optional: true,
      };
    }
    const toolProps = this.toolTypes?.length
      ? await this.getToolProps()
      : {};
    return {
      ...props,
      ...toolProps,
    };
  },
  methods: {
    ...common.methods,
    async getAssistantPropOptions() {
      const { data } = await this.openai.listAssistants();
      return data.map(({
        name, id,
      }) => ({
        label: name || id,
        value: id,
      }));
    },
    async getAssistantModelPropOptions() {
      const models = (await this.openai.models({})).filter(({ id }) => (id.includes("gpt-3.5-turbo") || id.includes("gpt-4-turbo")) && (id !== "gpt-3.5-turbo-0301"));
      return models.map(({ id }) => id);
    },
  },
  async run({ $ }) {
    const messages = this.messages?.length
      ? this.messages.map((message) => ({
        role: "user",
        content: message,
      }))
      : undefined;
    let response = !this.runThread
      ? await this.openai.createThread({
        $,
        data: {
          messages,
          metadata: this.metadata,
          tool_resources: this.buildToolResources(),
        },
      })
      : await this.openai.createThreadAndRun({
        $,
        data: {
          assistant_id: this.assistantId,
          thread: {
            messages,
            metadata: this.metadata,
          },
          model: this.model,
          instructions: this.instructions,
          tools: this.buildTools(),
          tool_resources: this.buildToolResources(),
          metadata: this.metadata,
        },
      });

    if (this.waitForCompletion) {
      const runId = response.id;
      const threadId = response.thread_id;
      response = await this.pollRunUntilCompleted(response, threadId, runId, $);
    }

    $.export("$summary", `Successfully created a thread ${this.runThread
      ? "and run"
      : ""} with ID: ${response.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
OpenAI (ChatGPT)	`openai`	`app`	This component uses the OpenAI (ChatGPT) app.
Messages	`messages`	`string[]`	An array of messages to start the thread with.
Metadata	`metadata`	`object`	Set of 16 key-value pairs that can be attached to an object. This can be useful for storing additional information about the object in a structured format. Keys can be a maximum of 64 characters long and values can be a maxium of 512 characters long.
Run Thread	`runThread`	`boolean`	Set to `true` to run the thread after creation
Tool Types	`toolTypes`	`string[]`	Select a value from the drop down menu:`code_interpreterfile_search`

Create Thread (Assistants) with OpenAI (ChatGPT) API on New Customer Updated from QuickBooks API

Pipedream makes it easy to connect APIs for OpenAI (ChatGPT), QuickBooks and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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