Search Invoices with QuickBooks API on Card Moved (Instant) from Pipefy API

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Card Moved (Instant) from the Pipefy API

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Search Invoices with the QuickBooks API

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Getting Started#

This integration creates a workflow with a Pipefy 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 Card Moved (Instant) trigger
1. Connect your Pipefy account
2. Configure Pipe ID
Configure the Search Invoices action
1. Connect your QuickBooks account
2. Configure Include Clause
3. Optional- Configure Max Results
4. Optional- Configure Order Clause
5. Optional- Configure Start Position
6. Configure Where Clause
7. Optional- Configure Minor Version
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#

Card Moved (Instant) on Pipefy

Description:Emits an event each time a card is moved in a Pipe.

Version:0.0.3

Key:pipefy-card-moved

View on GitHub

Pipefy Overview#

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

Trigger Code#

import common from "../common-webhook.mjs";

export default {
  ...common,
  name: "Card Moved (Instant)",
  key: "pipefy-card-moved",
  description: "Emits an event each time a card is moved in a Pipe.",
  version: "0.0.3",
  type: "source",
  methods: {
    ...common.methods,
    getActions() {
      return [
        "card.move",
      ];
    },
    getMeta(card, cardData) {
      return {
        body: cardData,
        id: `${card.id}${Date.now()}`,
        summary: `${card.title} moved from ${cardData.from.name} to ${cardData.to.name}`,
      };
    },
  },
};

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
Pipefy	`pipefy`	`app`	This component uses the Pipefy app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Pipe ID	`pipeId`	`integer`	ID of the Pipe, found in the URL when viewing the Pipe.
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.

Trigger Authentication#

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

To authorize requests to the Pipefy API, you'll need to generate a Personal access token. In order to create Pipefy triggers in Pipedream, you will need to be a Pipefy administrator.

Go to https://app.pipefy.com/tokens
Click Generate new token and give the token a description
Click Save

About Pipefy#

Process Management, Workflow Management Software

Action#

Search Invoices on QuickBooks

Description:Searches for invoices. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#query-an-invoice)

Version:0.1.6

Key:quickbooks-sandbox-search-invoices

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-sandbox-search-invoices",
  name: "Search Invoices",
  description: "Searches for invoices. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#query-an-invoice)",
  version: "0.1.6",
  type: "action",
  props: {
    quickbooks,
    includeClause: {
      propDefinition: [
        quickbooks,
        "includeClause",
      ],
      optional: false,
    },
    maxResults: {
      propDefinition: [
        quickbooks,
        "maxResults",
      ],
    },
    orderClause: {
      propDefinition: [
        quickbooks,
        "orderClause",
      ],
    },
    startPosition: {
      description: "The starting count of the response for pagination.",
      label: "Start Position",
      optional: true,
      type: "string",
    },
    whereClause: {
      propDefinition: [
        quickbooks,
        "whereClause",
      ],
      optional: false,
    },
    minorVersion: {
      propDefinition: [
        quickbooks,
        "minorVersion",
      ],
    },
  },
  async run({ $ }) {
    if (!this.includeClause || !this.whereClause) {
      throw new ConfigurationError("Must provide includeClause, whereClause parameters.");
    }

    //Prepares OrderBy clause,start position, max results
    // parameters to be used in the request's query parameter.
    var orderClause = "";
    if (this.orderClause) {
      orderClause = ` ORDERBY  ${this.orderClause}`;
    }

    var startPosition = "";
    if (this.startPosition) {
      startPosition = ` STARTPOSITION  ${this.startPosition}`;
    }

    var maxResults = "";
    if (this.maxResults) {
      maxResults = ` MAXRESULTS ${this.maxResults}` || "";
    }

    //Prepares the request's query parameter
    const query = `select ${this.includeClause} from Invoice where ${this.whereClause}${orderClause}${startPosition}${maxResults}`;

    const response = await this.quickbooks.query({
      $,
      params: {
        minorversion: this.minorVersion,
        query,
      },
    });

    if (response) {
      $.export("summary", "Successfully retrieved invoices");
    }

    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.
Include Clause	`includeClause`	`string`	Fields to use in the select clause of the data query. See query language syntax, limitations, and other specifications on Data queries
Max Results	`maxResults`	`string`	The number of entity elements in the response.
Order Clause	`orderClause`	`string`	The `orderClause` is for sorting the result. Include the property to sort by. The default sort order is ascending; to indicate descending sort order, include DESC, for example: `Name DESC`
Start Position	`startPosition`	`string`	The starting count of the response for pagination.
Where Clause	`whereClause`	`string`	Filters to use in the where clause of the data query. Note: Multiple clauses (filters) are AND'd. The OR operation is not supported.
Minor Version	`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 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

Search Invoices with QuickBooks API on Card Moved (Instant) from Pipefy API

Pipedream makes it easy to connect APIs for QuickBooks, Pipefy and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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