Intuit · Arazzo Workflow

Intuit Create Item and Invoice

Version 1.0.0

Create a sellable service item and invoice a customer using that item.

1 workflow 1 source API 1 provider

View Spec View on GitHub AccountingCustom FieldsFinancialFinancial ServicesInvoicingPaymentsPayrollProject ManagementSales TaxSmall BusinessTaxTax PreparationTaxesTime TrackingArazzoWorkflows

Provider

intuit

Workflows

create-item-and-invoice

Create a service item then invoice a customer with it.

Creates an Item, raises an Invoice whose line references that item, and reads the invoice back to confirm the calculated total.

3 steps inputs: accessToken, customerId, incomeAccountId, itemName, quantity, unitPrice outputs: invoiceId, itemId, totalAmt

createItem

Create a service item with a unit price and income account.

createInvoice

Raise an invoice whose line references the new item.

readInvoice

Read the invoice back to confirm the line and total.

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 Item and Invoice
  summary: Create a sellable service item and invoice a customer using that item.
  description: >-
    Builds the product catalog and a sale in one pass. The workflow creates a
    Service Item with an income account reference and unit price, then raises an
    Invoice whose Line references the new item through SalesItemLineDetail, and
    reads the invoice back to confirm the line resolved to the item. 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-item-and-invoice
  summary: Create a service item then invoice a customer with it.
  description: >-
    Creates an Item, raises an Invoice whose line references that item, and
    reads the invoice back to confirm the calculated total.
  inputs:
    type: object
    required:
    - accessToken
    - itemName
    - unitPrice
    - incomeAccountId
    - customerId
    - quantity
    properties:
      accessToken:
        type: string
        description: OAuth 2.0 bearer access token for the QuickBooks company.
      itemName:
        type: string
        description: Name of the new service item.
      unitPrice:
        type: number
        description: Unit price of the item.
      incomeAccountId:
        type: string
        description: Id of the income account the item posts revenue to.
      customerId:
        type: string
        description: Id of the customer to invoice.
      quantity:
        type: number
        description: Quantity of the item to bill on the invoice line.
  steps:
  - stepId: createItem
    description: Create a service item with a unit price and income account.
    operationId: createItem
    parameters:
    - name: Authorization
      in: header
      value: "Bearer $inputs.accessToken"
    requestBody:
      contentType: application/json
      payload:
        Name: $inputs.itemName
        Type: Service
        UnitPrice: $inputs.unitPrice
        IncomeAccountRef:
          value: $inputs.incomeAccountId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      itemId: $response.body#/Item/Id
      itemName: $response.body#/Item/Name
      unitPrice: $response.body#/Item/UnitPrice
  - stepId: createInvoice
    description: Raise an invoice whose line references the new item.
    operationId: createInvoice
    parameters:
    - name: Authorization
      in: header
      value: "Bearer $inputs.accessToken"
    requestBody:
      contentType: application/json
      payload:
        CustomerRef:
          value: $inputs.customerId
        Line:
        - Amount: $steps.createItem.outputs.unitPrice
          DetailType: SalesItemLineDetail
          SalesItemLineDetail:
            ItemRef:
              value: $steps.createItem.outputs.itemId
            Qty: $inputs.quantity
            UnitPrice: $steps.createItem.outputs.unitPrice
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      invoiceId: $response.body#/Invoice/Id
      totalAmt: $response.body#/Invoice/TotalAmt
  - stepId: readInvoice
    description: Read the invoice back to confirm the line and total.
    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:
      totalAmt: $response.body#/Invoice/TotalAmt
      balance: $response.body#/Invoice/Balance
  outputs:
    itemId: $steps.createItem.outputs.itemId
    invoiceId: $steps.createInvoice.outputs.invoiceId
    totalAmt: $steps.readInvoice.outputs.totalAmt