Create Sales Receipt with QuickBooks API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform 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 Jotform 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 Submission (Instant) trigger
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
Configure the Create Sales Receipt action
1. Connect your QuickBooks account
2. Configure Line Items
3. Optional- Configure Currency Reference Value
4. Optional- Configure Currency Reference Name
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 Submission (Instant) on Jotform

Description:Emit new event when a form is submitted

Version:0.1.5

Key:jotform-new-submission

View on GitHub

Jotform Overview#

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Trigger Code#

import jotform from "../../jotform.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "jotform-new-submission",
  name: "New Submission (Instant)",
  description: "Emit new event when a form is submitted",
  version: "0.1.5",
  type: "source",
  dedupe: "unique",
  props: {
    jotform,
    http: "$.interface.http",
    teamId: {
      propDefinition: [
        jotform,
        "teamId",
      ],
    },
    formId: {
      propDefinition: [
        jotform,
        "formId",
        (c) => ({
          teamId: c.teamId,
          excludeDeleted: true,
        }),
      ],
    },
  },
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId, this.teamId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        teamId: this.teamId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (let submission of submissions.reverse()) {
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(submission, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    let { content: submission } = await this.jotform.getFormSubmission({
      submissionId: body.submissionID,
      teamId: this.teamId,
    });

    // insert answers from the webhook event
    const rawRequest = JSON.parse(body.rawRequest);
    for (const key of Object.keys(rawRequest)) {
      const regex = /^q(\d+)_/;
      const match = key.match(regex);
      if (match && match[1]) {
        submission.answers[match[1]].answer = rawRequest[key];
      }
    }

    this.$emit(submission, {
      summary: body.formTitle || JSON.stringify(body),
      id: body.submissionID,
      ts: Date.now(),
    });
  },
  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
Jotform	`jotform`	`app`	This component uses the Jotform app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Team	`teamId`	`string`	Select a value from the drop down menu.
Form	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About Jotform#

Jotform enables you to create online forms, collect responses directly in your email, and create fillable PDF forms.

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:0.0.2

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 { ConfigurationError } from "@pipedream/platform";
import quickbooks from "../../quickbooks.app.mjs";

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: "0.0.2",
  type: "action",
  props: {
    quickbooks,
    lineItems: {
      propDefinition: [
        quickbooks,
        "lineItems",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
      optional: true,
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
      optional: true,
    },
  },
  methods: {
    async createSalesReceipt({
      $, data,
    }) {
      return this.quickbooks._makeRequest(`company/${this.quickbooks._companyId()}/salesreceipt`, {
        method: "post",
        data,
      }, $);
    },
  },
  async run({ $ }) {
    try {
      if (typeof (this.lineItems) === "string") {
        this.lineItems = JSON.parse(this.lineItems);
      } else {
        this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
          ? JSON.parse(lineItem)
          : lineItem);
      }
    } catch (error) {
      throw new ConfigurationError(`An error occurred while trying to parse the LineItems. Error: ${error}`);
    }

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

    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.
Line Items	`lineItems`	`string[]`	Individual line items of a transaction. Valid Line types include: `ItemBasedExpenseLine` and `AccountBasedExpenseLine`. One minimum line item required for the request to succeed. E.g `[ { "DetailType": "AccountBasedExpenseLineDetail", "Amount": 100.0, "AccountBasedExpenseLineDetail": { "AccountRef": { "name": "Meals and Entertainment", "value": "10" } } } ]`
Currency Reference Value	`currencyRefValue`	`string`	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 Name	`currencyRefName`	`string`	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

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Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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Popular Actions#

Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

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Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here

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Get User Submissions with the Jotform API

Gets a list of all submissions for all forms on the account See the docs here

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Create Bill with the QuickBooks API

Creates a bill. See docs here

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Create Customer with the QuickBooks API

Creates a customer. See docs here

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