Update Estimate with QuickBooks API on New Column from Microsoft Azure SQL Database API

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New Column from the Microsoft Azure SQL Database API

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Update Estimate with the QuickBooks API

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Getting Started#

This integration creates a workflow with a Microsoft Azure SQL Database 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 Column trigger
1. Connect your Microsoft Azure SQL Database account
2. Configure timer
3. Select a Table
Configure the Update Estimate action
1. Connect your QuickBooks account
2. Select a Estimate ID
3. Select a Customer Reference
4. Optional- Configure Bill Email
5. Optional- Configure Expiration Date
6. Optional- Configure Accepted By
7. Optional- Configure Accepted Date
8. Optional- Select a Currency Code
9. Optional- Configure Document Number
10. Optional- Configure Billing Street Address
11. Optional- Configure Billing City
12. Optional- Configure Billing State
13. Optional- Configure Billing Zip
14. Optional- Configure Billing Latitude
15. Optional- Configure Billing Longitude
16. Optional- Configure Shipping Street Address
17. Optional- Configure Shipping City
18. Optional- Configure Shipping State
19. Optional- Configure Shipping Zip
20. Optional- Configure Shipping Latitude
21. Optional- Configure Shipping Longitude
22. Optional- Configure Private Note
23. Optional- Configure Customer Memo
24. Optional- Select a Tax Code ID
25. Configure Enter Line Items as Objects
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 Column on Microsoft Azure SQL Database

Description:Triggers when a new column is added to a table.

Version:0.0.6

Key:azure_sql-new-column

View on GitHub

Microsoft Azure SQL Database Overview#

The Microsoft Azure SQL Database API allows you to manage and interact with your SQL databases hosted on Azure directly from Pipedream. It provides a serverless way to run SQL queries, manage tables, and handle database management tasks. You can create, read, update, and delete database records, execute stored procedures, and perform a variety of other SQL operations. Leveraging this API on Pipedream enables you to automate workflows, respond to database events in real-time, and integrate with countless other apps and services.

Trigger Code#

import { v4 as uuidv4 } from "uuid";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "azure_sql-new-column",
  name: "New Column",
  description: "Triggers when a new column is added to a table.",
  type: "source",
  version: "0.0.6",
  dedupe: "unique",
  props: {
    ...common.props,
    table: {
      propDefinition: [
        common.props.app,
        "table",
      ],
    },
  },
  methods: {
    ...common.methods,
    getCurrentColumns() {
      return this.db.get("currentColumns") || [];
    },
    setCurrentColumns(columns) {
      this.db.set("currentColumns", columns);
    },
    generateMeta(resource) {
      return {
        id: uuidv4(),
        summary: `New Column Added: ${resource.COLUMN_NAME}`,
        ts: Date.now(),
      };
    },
    async listResults() {
      const {
        app,
        table,
        getCurrentColumns,
      } = this;

      const columns = getCurrentColumns();
      const { recordset } = await app.listNewColumns({
        table,
        columns,
      });

      const newColumns = recordset.map(({ COLUMN_NAME: column }) => column);

      this.processResources(recordset);
      this.setCurrentColumns(newColumns.concat(columns));
    },
  },
};

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
Microsoft Azure SQL Database	`app`	`app`	This component uses the Microsoft Azure SQL Database app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Table	`table`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Before you connect to your Microsoft Azure SQL database from Pipedream, please make sure your database is either:

Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 1433), or
Accessible from a static IP that you've configured from a VPC in Pipedream, and enabled the workflow to connect through that VPC

About Microsoft Azure SQL Database#

Build apps that scale with managed and intelligent SQL database in the cloud.

Action#

Update Estimate on QuickBooks

Description:Updates an estimate. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#update-an-estimate)

Version:0.0.4

Key:quickbooks-update-estimate

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";
import {
  parseLineItems,
  buildSalesLineItems,
} from "../../common/utils.mjs";

export default {
  key: "quickbooks-update-estimate",
  name: "Update Estimate",
  description: "Updates an estimate. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#update-an-estimate)",
  version: "0.0.4",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    quickbooks,
    estimateId: {
      propDefinition: [
        quickbooks,
        "estimateId",
      ],
    },
    customerRefValue: {
      propDefinition: [
        quickbooks,
        "customer",
      ],
    },
    billEmail: {
      type: "string",
      label: "Bill Email",
      description: "Email address where the estimate should be sent",
      optional: true,
    },
    expirationDate: {
      type: "string",
      label: "Expiration Date",
      description: "Date when the estimate expires (YYYY-MM-DD)",
      optional: true,
    },
    acceptedBy: {
      type: "string",
      label: "Accepted By",
      description: "Name of the customer who accepted the estimate",
      optional: true,
    },
    acceptedDate: {
      type: "string",
      label: "Accepted Date",
      description: "Date when the estimate was accepted (YYYY-MM-DD)",
      optional: true,
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currency",
      ],
      optional: true,
    },
    docNumber: {
      type: "string",
      label: "Document Number",
      description: "Reference number for the transaction",
      optional: true,
    },
    billingStreetAddress: {
      propDefinition: [
        quickbooks,
        "billingStreetAddress",
      ],
    },
    billingCity: {
      propDefinition: [
        quickbooks,
        "billingCity",
      ],
    },
    billingState: {
      propDefinition: [
        quickbooks,
        "billingState",
      ],
    },
    billingZip: {
      propDefinition: [
        quickbooks,
        "billingZip",
      ],
    },
    billingLatitude: {
      propDefinition: [
        quickbooks,
        "billingLatitude",
      ],
    },
    billingLongitude: {
      propDefinition: [
        quickbooks,
        "billingLongitude",
      ],
    },
    shippingStreetAddress: {
      propDefinition: [
        quickbooks,
        "shippingStreetAddress",
      ],
    },
    shippingCity: {
      propDefinition: [
        quickbooks,
        "shippingCity",
      ],
    },
    shippingState: {
      propDefinition: [
        quickbooks,
        "shippingState",
      ],
    },
    shippingZip: {
      propDefinition: [
        quickbooks,
        "shippingZip",
      ],
    },
    shippingLatitude: {
      propDefinition: [
        quickbooks,
        "shippingLatitude",
      ],
    },
    shippingLongitude: {
      propDefinition: [
        quickbooks,
        "shippingLongitude",
      ],
    },
    privateNote: {
      type: "string",
      label: "Private Note",
      description: "Private note for internal use",
      optional: true,
    },
    customerMemo: {
      type: "string",
      label: "Customer Memo",
      description: "Memo visible to customer",
      optional: true,
    },
    taxCodeId: {
      propDefinition: [
        quickbooks,
        "taxCodeId",
      ],
      optional: true,
    },
    lineItemsAsObjects: {
      propDefinition: [
        quickbooks,
        "lineItemsAsObjects",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.lineItemsAsObjects) {
      props.lineItems = {
        type: "string[]",
        label: "Line Items",
        description: "Line items of an estimate. Set DetailType to `SalesItemLineDetail`, `GroupLineDetail`, or `DescriptionOnly`. 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/estimate#update-an-estimate) 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() {
      return buildSalesLineItems(this.numLineItems, this);
    },
    // Helper function to conditionally add properties
    addIfDefined(target, source, mappings) {
      Object.entries(mappings).forEach(([
        sourceKey,
        targetConfig,
      ]) => {
        const value = source[sourceKey];
        if (value !== undefined && value !== null) {
          if (typeof targetConfig === "string") {
            target[targetConfig] = value;
          } else if (typeof targetConfig === "object") {
            target[targetConfig.key] = targetConfig.transform
              ? targetConfig.transform(value)
              : value;
          }
        }
      });
    },
  },
  async run({ $ }) {
    // Get the current estimate to obtain SyncToken
    const { Estimate: estimate } = await this.quickbooks.getEstimate({
      $,
      estimateId: this.estimateId,
    });

    const hasBillingAddress = this.billingStreetAddress
    || this.billingCity
    || this.billingState
    || this.billingZip
    || this.billingLatitude
    || this.billingLongitude;
    const hasShippingAddress = this.shippingStreetAddress
    || this.shippingCity
    || this.shippingState
    || this.shippingZip
    || this.shippingLatitude
    || this.shippingLongitude;

    const data = {
      Id: this.estimateId,
      SyncToken: estimate.SyncToken,
      BillAddr: hasBillingAddress
        ? {
          Line1: this.billingStreetAddress,
          City: this.billingCity,
          CountrySubDivisionCode: this.billingState,
          PostalCode: this.billingZip,
          Lat: this.billingLatitude,
          Long: this.billingLongitude,
        }
        : undefined,
      ShipAddr: hasShippingAddress
        ? {
          Line1: this.shippingStreetAddress,
          City: this.shippingCity,
          CountrySubDivisionCode: this.shippingState,
          PostalCode: this.shippingZip,
          Lat: this.shippingLatitude,
          Long: this.shippingLongitude,
        }
        : undefined,
    };

    // Only update fields that are provided
    if (this.customerRefValue) {
      data.CustomerRef = {
        value: this.customerRefValue,
      };
    }

    if (this.lineItemsAsObjects || this.numLineItems) {
      const lines = this.lineItemsAsObjects
        ? parseLineItems(this.lineItems)
        : this.buildLineItems();

      lines.forEach((line, index) => {
        if (line.DetailType !== "SalesItemLineDetail" && line.DetailType !== "GroupLineDetail" && line.DetailType !== "DescriptionOnly") {
          throw new ConfigurationError(`Line Item at index ${index + 1} has invalid DetailType '${line.DetailType}'. Must be 'SalesItemLineDetail', 'GroupLineDetail', or 'DescriptionOnly'`);
        }
      });

      data.Line = lines;
    }

    // Add simple field mapping
    this.addIfDefined(data, this, {
      expirationDate: "ExpirationDate",
      acceptedBy: "AcceptedBy",
      acceptedDate: "AcceptedDate",
      docNumber: "DocNumber",
      privateNote: "PrivateNote",
    });

    if (this.billEmail) {
      data.BillEmail = {
        Address: this.billEmail,
      };
    }

    if (this.currencyRefValue) {
      data.CurrencyRef = {
        value: this.currencyRefValue,
      };
    }

    if (this.customerMemo) {
      data.CustomerMemo = {
        value: this.customerMemo,
      };
    }

    const response = await this.quickbooks.updateEstimate({
      $,
      data,
    });

    if (response?.Estimate?.Id) {
      $.export("$summary", `Successfully updated estimate with ID ${response.Estimate.Id}`);
    } else {
      throw new ConfigurationError("Failed to update estimate: Invalid response from QuickBooks API");
    }

    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.
Estimate ID	`estimateId`	`string`	Select a value from the drop down menu.
Customer Reference	`customerRefValue`	`string`	Select a value from the drop down menu.
Bill Email	`billEmail`	`string`	Email address where the estimate should be sent
Expiration Date	`expirationDate`	`string`	Date when the estimate expires (YYYY-MM-DD)
Accepted By	`acceptedBy`	`string`	Name of the customer who accepted the estimate
Accepted Date	`acceptedDate`	`string`	Date when the estimate was accepted (YYYY-MM-DD)
Currency Code	`currencyRefValue`	`string`	Select a value from the drop down menu.
Document Number	`docNumber`	`string`	Reference number for the transaction
Billing Street Address	`billingStreetAddress`	`string`	The street address of the billing address
Billing City	`billingCity`	`string`	The city of the billing address
Billing State	`billingState`	`string`	The state of the billing address
Billing Zip	`billingZip`	`string`	The zip code of the billing address
Billing Latitude	`billingLatitude`	`string`	The latitude of the billing address
Billing Longitude	`billingLongitude`	`string`	The longitude of the billing address
Shipping Street Address	`shippingStreetAddress`	`string`	The street address of the shipping address
Shipping City	`shippingCity`	`string`	The city of the shipping address
Shipping State	`shippingState`	`string`	The state of the shipping address
Shipping Zip	`shippingZip`	`string`	The zip code of the shipping address
Shipping Latitude	`shippingLatitude`	`string`	The latitude of the shipping address
Shipping Longitude	`shippingLongitude`	`string`	The longitude of the shipping address
Private Note	`privateNote`	`string`	Private note for internal use
Customer Memo	`customerMemo`	`string`	Memo visible to customer
Tax Code ID	`taxCodeId`	`string`	Select a value from the drop down menu.
Enter Line Items as Objects	`lineItemsAsObjects`	`boolean`	Enter line items as an array of objects

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

Update Estimate with QuickBooks API on New Column from Microsoft Azure SQL Database API

Pipedream makes it easy to connect APIs for QuickBooks, Microsoft Azure SQL Database and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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