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← Procore + QuickBooks integrations

Create Payment with QuickBooks API on Budget Snapshot Event (Instant) from Procore API

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Budget Snapshot Event (Instant) from the Procore API
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Create Payment with the QuickBooks API
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Getting Started

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

  1. Select this integration
  2. Configure the Budget Snapshot Event (Instant) trigger
    1. Connect your Procore account
    2. Select a Company
    3. Optional- Select a Project
  3. Configure the Create Payment action
    1. Connect your QuickBooks account
    2. Configure Total Amount
    3. Select a Customer Reference
    4. Optional- Select a Currency Code
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Budget Snapshot Event (Instant) on Procore
Description:Emits an event each time a Budget Snapshot is created, updated, or deleted in a project.
Version:0.0.2
Key:procore-budget-snapshot

Procore Overview

The Procore API empowers developers to interact with its construction management software programmatically, enabling automation of tasks, data synchronization, and enhanced reporting. With APIs covering project management, quality and safety, construction financials, and field productivity, you can craft workflows that streamline operations, reduce manual entry, and provide real-time insights. On Pipedream, these capabilities can be harnessed to create workflows that react to events in Procore or orchestrate actions between Procore and other apps, optimizing construction project workflows.

Trigger Code

const common = require("../common.js"); module.exports = { ...common, name: "Budget Snapshot Event (Instant)", key: "procore-budget-snapshot", description: "Emits an event each time a Budget Snapshot is created, updated, or deleted in a project.", version: "0.0.2", type: "source", methods: { ...common.methods, getResourceName() { return "Budget View Snapshots"; }, async getDataToEmit(body) { const { resource_id: resourceId } = body; const limit = 100; let offset = 0; let total = limit; let snapshotRows = []; while (total == limit) { const resource = await this.procore.getBudgetViewSnapshot( this.company, this.project, resourceId, limit, offset, ); snapshotRows = snapshotRows.concat(resource); total = resource.length; offset += limit; } return { ...body, snapshotRows, }; }, getMeta(body) { const { id, event_type: eventType, resource_id: resourceId, timestamp, } = body; const ts = new Date(timestamp).getTime(); return { id, summary: `${eventType} Budget Snapshot ID:${resourceId}`, ts, }; }, }, };

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.
LabelPropTypeDescription
ProcoreprocoreappThis component uses the Procore app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
CompanycompanyintegerSelect a value from the drop down menu.
ProjectprojectintegerSelect a value from the drop down menu.

Trigger Authentication

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

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

About Procore

The all-in-one construction management software built to help you finish quality projects — safely, on time, and within budget.

Action

Create Payment on QuickBooks
Description:Creates a payment. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)
Version:0.0.11
Key:quickbooks-create-payment

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"; export default { key: "quickbooks-create-payment", name: "Create Payment", description: "Creates a payment. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)", version: "0.0.11", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { quickbooks, totalAmount: { label: "Total Amount", description: "Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0", type: "string", }, customerRefValue: { propDefinition: [ quickbooks, "customer", ], }, currencyRefValue: { propDefinition: [ quickbooks, "currency", ], }, }, async run({ $ }) { const response = await this.quickbooks.createPayment({ $, data: { TotalAmt: this.totalAmount, CustomerRef: { value: this.customerRefValue, }, CurrencyRef: { value: this.currencyRefValue, }, }, }); if (response) { $.export("summary", `Successfully created payment with ID ${response.Payment.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.

LabelPropTypeDescription
QuickBooksquickbooksappThis component uses the QuickBooks app.
Total AmounttotalAmountstring

Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0

Customer ReferencecustomerRefValuestringSelect a value from the drop down menu.
Currency CodecurrencyRefValuestringSelect 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

About QuickBooks

QuickBooks Online is designed to help you manage your business finances with ease.

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Popular Triggers

Budget Snapshot Event (Instant) from the Procore API

Emits an event each time a Budget Snapshot is created, updated, or deleted in a project.

 
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Commitment Change Order Event (Instant) from the Procore API

Emits an event each time a Commitment Change Order is created, updated, or deleted in a project.

 
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New Budget Snapshot Event (Instant) from the Procore API

Emit new event when a new budget snapshot event is created. See the documentation

 
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Emit new event when a new change order package event is created. See the documentation

 
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Emit new event when a new commitment change order event is created. See the documentation

 
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Emit new event depending on the resource name selected. See the documentation

 
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Emit new event when a new RFI event is created. See the documentation

 
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New Submittal Event (Instant) from the Procore API

Emit new event when a new submittal event is created. See the documentation

 
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Emit new event when a customer is updated.

 
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New Employee Created from the QuickBooks API

Emit new event when a new employee is created.

 
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Emit new event when an employee is updated.

 
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New Invoice Created from the QuickBooks API

Emit new event when a new invoice is created.

 
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Emit new event when a new item is created.

 
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Emit new event when an item is updated.

 
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New Purchase Created from the QuickBooks API

Emit new event when a new purchase is created.

 
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New Purchase Updated from the QuickBooks API

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Creates a customer. See the documentation

 
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Creates an estimate. See the documentation

 
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Create Invoice with the QuickBooks API

Creates an invoice. See the documentation

 
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Create Payment with the QuickBooks API

Creates a payment. See the documentation

 
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Creates a profit and loss report in Quickbooks Online. See the documentation

 
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Create Purchase Order with the QuickBooks API

Creates a purchase order. See the documentation

 
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Creates a sales receipt. See the documentation

 
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Delete Purchase with the QuickBooks API

Delete a specific purchase. See the documentation

 
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Get Bill with the QuickBooks API

Returns info about a bill. See the documentation

 
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Get Customer with the QuickBooks API

Returns info about a customer. See the documentation

 
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Get Invoice with the QuickBooks API

Returns info about an invoice. See the documentation

 
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Get My Company with the QuickBooks API

Gets info about a company. See the documentation

 
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Get Payment with the QuickBooks API

Returns info about a payment. See the documentation

 
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Get Purchase with the QuickBooks API

Returns info about a purchase. See the documentation

 
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Get Purchase Order with the QuickBooks API

Returns details about a purchase order. See the documentation

 
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Get Sales Receipt with the QuickBooks API

Returns details about a sales receipt. See the documentation

 
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Get Time Activity with the QuickBooks API

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Search Invoices with the QuickBooks API

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Search Items with the QuickBooks API

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