Create Sales Receipt with QuickBooks API on New Contact Added from Constant Contact API

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New Contact Added from the Constant Contact API

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Create Sales Receipt with the QuickBooks API

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Getting Started#

This integration creates a workflow with a Constant Contact 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 Contact Added trigger
1. Connect your Constant Contact account
2. Configure Polling interval
Configure the Create Sales Receipt action
1. Connect your QuickBooks account
2. Configure Enter Line Items as Objects
3. Optional- Select a Currency Code
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 Contact Added on Constant Contact

Description:Emit new event when a new contact is created.

Version:0.0.2

Key:constant_contact-new-contact-added

View on GitHub

Constant Contact Overview#

The Constant Contact API allows users to automate email marketing efforts by managing contacts, sending emails, and tracking results. With Pipedream, you can connect Constant Contact to other apps to create powerful workflows. You can trigger events, sync contact lists, automate email campaigns, and analyze email performance with ease. Pipedream's serverless platform offers a streamlined approach to integrating Constant Contact's functionalities into diverse, automated sequences.

Trigger Code#

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

export default {
  key: "constant_contact-new-contact-added",
  name: "New Contact Added",
  description: "Emit new event when a new contact is created.",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    constantContact,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Constant Contact on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate");
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults) {
      const lastDate = this._getLastDate();
      const responseArray = [];

      const items = this.constantContact.paginate({
        fn: this.constantContact.listContacts,
        field: "contacts",
        params: {
          created_after: lastDate,
          sort: "contacts.created_at.desc",
          limit: 500,
        },
        maxResults,
      });

      for await (const item of items) {
        responseArray.push(item);
      }

      if (!responseArray.length) {
        console.log("No new contacts found");
        return;
      }

      this._setLastDate(responseArray[0].created_at);

      for (const responseItem of responseArray.reverse()) {
        this.$emit(
          responseItem,
          {
            id: responseItem.contact_id,
            summary: `A new contact with id "${responseItem.contact_id}" was created!`,
            ts: responseItem.created_at,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
};

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
Constant Contact	`constantContact`	`app`	This component uses the Constant Contact app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Constant Contact on this schedule

Trigger Authentication#

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

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

account_readaccount_updatecontact_datacampaign_dataoffline_access

About Constant Contact#

We deliver for small businesses and nonprofits with the right tools to simplify and amplify your digital marketing and generate powerful results.

Action#

Create Sales Receipt on QuickBooks

Description:Creates a sales receipt. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt)

Version:0.0.12

Key:quickbooks-create-sales-receipt

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 { parseLineItems } from "../../common/utils.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "quickbooks-create-sales-receipt",
  name: "Create Sales Receipt",
  description: "Creates a sales receipt. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt)",
  version: "0.0.12",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    quickbooks,
    lineItemsAsObjects: {
      propDefinition: [
        quickbooks,
        "lineItemsAsObjects",
      ],
      reloadProps: true,
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currency",
      ],
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.lineItemsAsObjects) {
      props.lineItems = {
        type: "string[]",
        label: "Line Items",
        description: "Line items of a sales receipt. Set DetailType to `SalesItemLineDetail` or `GroupLineDetail`. 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/salesreceipt#create-a-salesreceipt) 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({ $ }) {
    const lines = this.lineItemsAsObjects
      ? parseLineItems(this.lineItems)
      : this.buildLineItems();

    lines.forEach((line) => {
      if (line.DetailType !== "SalesItemLineDetail" && line.DetailType !== "GroupLineDetail") {
        throw new ConfigurationError("Line Item DetailType must be `SalesItemLineDetail` or `GroupLineDetail`");
      }
    });

    const response = await this.quickbooks.createSalesReceipt({
      $,
      data: {
        Line: lines,
        CurrencyRef: this.currencyRefValue && {
          value: this.currencyRefValue,
        },
      },
    });

    if (response) {
      $.export("summary", `Successfully created sales receipt with ID ${response.SalesReceipt.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.
Enter Line Items as Objects	`lineItemsAsObjects`	`boolean`	Enter line items as an array of objects
Currency Code	`currencyRefValue`	`string`	Select a value from the drop down menu.

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 Sales Receipt with QuickBooks API on New Contact Added from Constant Contact API

Pipedream makes it easy to connect APIs for QuickBooks, Constant Contact 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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