Get Customer with Quickbooks Sandbox API on New Answer from Simplesat API

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Trigger workflow on

New Answer from the Simplesat API

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Get Customer with the Quickbooks Sandbox API

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Getting Started#

This integration creates a workflow with a Simplesat trigger and Quickbooks Sandbox action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Answer trigger
1. Connect your Simplesat account
2. Configure Polling schedule
Configure the Get Customer action
1. Connect your Quickbooks Sandbox account
2. Configure customer_id
3. Optional- Configure minorversion
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 Answer on Simplesat

Description:Emit new event when a new answer is created

Version:0.0.3

Key:simplesat-new-answer

View on GitHub

Simplesat Overview#

The Simplesat API allows you to automate and integrate customer feedback workflows directly with your other business processes. With this API, you can seamlessly gather customer satisfaction ratings, Net Promoter Scores, and firsthand testimonials. You can trigger actions based on feedback, sync data to CRM or support tools, and analyze customer sentiment in real-time.

Trigger Code#

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

export default {
  dedupe: "unique",
  type: "source",
  key: "simplesat-new-answer",
  name: "New Answer",
  description: "Emit new event when a new answer is created",
  version: "0.0.3",
  props: {
    app,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      label: "Polling schedule",
      description: "How often to poll the new answers",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _setLastAnswerId(id) {
      this.db.set("lastAnswerId", id);
    },
    _getLastAnswerId() {
      return this.db.get("lastAnswerId");
    },
  },
  async run() {
    let page = 1;
    let firstId = null;
    const lastId = this._getLastAnswerId();
    do {
      const res = await this.app.listAnswers(page);
      console.log(page);
      if (res.answers[0] && !firstId) {
        firstId = res.answers[0].id;
      }

      for (const answer of res.answers) {
        if (answer.id === lastId) {
          console.log("Found last answer, stopping");
          return;
        }
        this.$emit(answer, {
          id: answer.id,
          summary: answer.answer_label,
          ts: answer.created,
        });
      }
      if (!res.next) {
        break;
      }
      page++;
    } while (true);
    this._setLastAnswerId(firstId);
  },
};

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
Simplesat	`app`	`app`	This component uses the Simplesat app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the new answers

Trigger Authentication#

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

To find your key, log into your Simplesat account and head over to Admin > Account Settings.

About Simplesat#

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

Action#

Get Customer on Quickbooks Sandbox

Description:Returns info about a customer.

Version:0.1.1

Key:quickbooks_sandbox-get-customer

View on GitHub

Quickbooks Sandbox Overview#

QuickBooks Sandbox API provides a robust platform for developers to test QuickBooks Online integrations without affecting live data. With Pipedream, you can harness this API to automate various accounting tasks, simulate financial scenarios, or validate app behavior pre-deployment. Imagine syncing invoice statuses with your CRM, triggering alerts based on financial thresholds, or reconciling payments programmatically—all in a safe, isolated environment before going live.

Action Code#

// legacy_hash_id: a_vgidgN
import { axios } from "@pipedream/platform";

export default {
  key: "quickbooks_sandbox-get-customer",
  name: "Get Customer",
  description: "Returns info about a customer.",
  version: "0.1.1",
  type: "action",
  props: {
    quickbooks_sandbox: {
      type: "app",
      app: "quickbooks_sandbox",
    },
    customer_id: {
      type: "string",
      description: "Id of the customer to get details of.",
    },
    minorversion: {
      type: "string",
      description: "Use the `minorversion` query parameter in REST API requests to access a version of the API other than the generally available version. For example, to invoke minor version 1 of the JournalEntry entity, issue the following request:\n`https://quickbooks.api.intuit.com/v3/company/<realmId>/journalentry/entityId?minorversion=1`",
      optional: true,
    },
  },
  async run({ $ }) {
  // See Quickbooks API docs at: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/customer#read-a-customer

    if (!this.customer_id) {
      throw new Error("Must provide customer_id parameter.");
    }

    return await axios($, {
      url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${this.quickbooks_sandbox.$auth.company_id}/customer/${this.customer_id}`,
      headers: {
        "Authorization": `Bearer ${this.quickbooks_sandbox.$auth.oauth_access_token}`,
        "content-type": "application/json",
      },
      params: {
        minorversion: this.minorversion,
      },
    });
  },
};

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 Sandbox	`quickbooks_sandbox`	`app`	This component uses the Quickbooks Sandbox app.
customer_id	`customer_id`	`string`	Id of the customer to get details of.
minorversion	`minorversion`	`string`	Use the `minorversion` query parameter in REST API requests to access a version of the API other than the generally available version. For example, to invoke minor version 1 of the JournalEntry entity, issue the following request: `https://quickbooks.api.intuit.com/v3/company/<realmId>/journalentry/entityId?minorversion=1`

Action Authentication#

Quickbooks Sandbox uses OAuth authentication. When you connect your Quickbooks Sandbox account, Pipedream will open a popup window where you can sign into Quickbooks Sandbox 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 Sandbox API.

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

com.intuit.quickbooks.accountingopenidprofileemail