Intuit · Arazzo Workflow

Intuit Create Customer and Invoice

Version 1.0.0

Create a new QuickBooks customer and immediately raise their first invoice.

1 workflow 1 source API 1 provider

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Provider

intuit

Workflows

create-customer-and-invoice

Create a customer then invoice them in a single chained flow.

Creates a Customer, raises an Invoice against the returned customer Id, and reads the invoice back to surface the calculated TotalAmt and Balance.

3 steps inputs: accessToken, companyName, displayName, email, lineAmount, lineDescription outputs: balance, customerId, invoiceId

createCustomer

Create the customer record from the supplied display name and contacts.

createInvoice

Raise an invoice that references the newly created customer.

readInvoice

Read the invoice back to confirm calculated totals and balance.

Source API Descriptions

openapi

quickbooksAccounting https://raw.githubusercontent.com/api-evangelist/intuit/refs/heads/main/openapi/quickbooks-accounting.yml

Arazzo Workflow Specification

arazzo: 1.0.1
info:
  title: Intuit Create Customer and Invoice
  summary: Create a new QuickBooks customer and immediately raise their first invoice.
  description: >-
    A foundational order-to-cash flow for QuickBooks Online. The workflow
    creates a brand new Customer from a display name and contact details, then
    raises an Invoice that references the freshly created customer via its
    CustomerRef, and finally reads the invoice back to confirm the totals and
    balance QuickBooks calculated. Every step spells out its request inline so
    the flow can be read and executed without opening the underlying OpenAPI
    description.
  version: 1.0.0
sourceDescriptions:
- name: quickbooksAccounting
  url: ../openapi/quickbooks-accounting.yml
  type: openapi
workflows:
- workflowId: create-customer-and-invoice
  summary: Create a customer then invoice them in a single chained flow.
  description: >-
    Creates a Customer, raises an Invoice against the returned customer Id, and
    reads the invoice back to surface the calculated TotalAmt and Balance.
  inputs:
    type: object
    required:
    - accessToken
    - displayName
    - lineAmount
    - lineDescription
    properties:
      accessToken:
        type: string
        description: OAuth 2.0 bearer access token for the QuickBooks company.
      displayName:
        type: string
        description: Unique display name for the new customer.
      companyName:
        type: string
        description: Optional company name for the customer.
      email:
        type: string
        description: Primary email address for the customer.
      lineAmount:
        type: number
        description: Amount for the single invoice line item.
      lineDescription:
        type: string
        description: Description for the single invoice line item.
  steps:
  - stepId: createCustomer
    description: Create the customer record from the supplied display name and contacts.
    operationId: createCustomer
    parameters:
    - name: Authorization
      in: header
      value: "Bearer $inputs.accessToken"
    requestBody:
      contentType: application/json
      payload:
        DisplayName: $inputs.displayName
        CompanyName: $inputs.companyName
        PrimaryEmailAddr:
          Address: $inputs.email
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      customerId: $response.body#/Customer/Id
      customerName: $response.body#/Customer/DisplayName
  - stepId: createInvoice
    description: Raise an invoice that references the newly created customer.
    operationId: createInvoice
    parameters:
    - name: Authorization
      in: header
      value: "Bearer $inputs.accessToken"
    requestBody:
      contentType: application/json
      payload:
        CustomerRef:
          value: $steps.createCustomer.outputs.customerId
        Line:
        - Amount: $inputs.lineAmount
          DetailType: SalesItemLineDetail
          Description: $inputs.lineDescription
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      invoiceId: $response.body#/Invoice/Id
      syncToken: $response.body#/Invoice/SyncToken
      totalAmt: $response.body#/Invoice/TotalAmt
  - stepId: readInvoice
    description: Read the invoice back to confirm calculated totals and balance.
    operationId: readInvoice
    parameters:
    - name: invoiceId
      in: path
      value: $steps.createInvoice.outputs.invoiceId
    - name: Authorization
      in: header
      value: "Bearer $inputs.accessToken"
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      balance: $response.body#/Invoice/Balance
      totalAmt: $response.body#/Invoice/TotalAmt
  outputs:
    customerId: $steps.createCustomer.outputs.customerId
    invoiceId: $steps.createInvoice.outputs.invoiceId
    balance: $steps.readInvoice.outputs.balance