How to Auto-create invoices from payments with Pipedream

Dashboard > New Workflow

Create new workflow in Pipedream

Navigate to pipedream.com and click 'New Workflow' in your dashboard. You'll see a blank workflow canvas with a placeholder trigger step. This is where you'll configure the Stripe webhook that fires when payments succeed.

1. 1Click the green 'New Workflow' button
2. 2Name your workflow 'Stripe to QuickBooks Invoices'
3. 3Click 'Create Workflow' to proceed

Trigger Step > Select App > Stripe

Set up Stripe webhook trigger

Click the trigger step and select Stripe from the app list. Choose 'New Payment Intent Succeeded' as your event type. Pipedream automatically generates a webhook URL that you'll register with Stripe to receive payment notifications.

1. 1Click 'Select App' in the trigger step
2. 2Search for and select 'Stripe'
3. 3Choose 'New Payment Intent Succeeded' from the event list
4. 4Copy the generated webhook URL

Stripe Dashboard > Developers > Webhooks

Register webhook in Stripe dashboard

Open your Stripe dashboard and navigate to Developers > Webhooks. Add the Pipedream webhook URL you copied and select 'payment_intent.succeeded' as the event type. This tells Stripe where to send payment notifications.

1. 1Click 'Add endpoint' in Stripe webhooks
2. 2Paste your Pipedream webhook URL
3. 3Select 'payment_intent.succeeded' from events
4. 4Click 'Add endpoint' to save

Add Step > QuickBooks Online > Create Invoice

Connect QuickBooks account

Add a new step below your trigger and select QuickBooks Online from the app list. Choose 'Create Invoice' as the action. You'll need to authenticate with your QuickBooks account and grant Pipedream permission to create invoices.

1. 1Click the '+' button below your trigger step
2. 2Select 'QuickBooks Online' from the app directory
3. 3Choose 'Create Invoice' action
4. 4Click 'Connect Account' and authorize Pipedream

Create Invoice Step > Customer Field

Map customer information

Configure the invoice customer field by mapping Stripe payment data to QuickBooks. You'll need to handle customer lookup or creation since Stripe customer IDs don't exist in QuickBooks. Set up the billing address using Stripe's payment method billing details.

1. 1Click the Customer field dropdown
2. 2Select 'Use an expression' from the menu
3. 3Enter steps.trigger.event.charges.data[0].billing_details.name
4. 4Map billing address from steps.trigger.event.charges.data[0].billing_details.address

Create Invoice Step > Line Items

Configure invoice amount and description

Set the invoice line item amount using Stripe's payment amount. Stripe amounts come in cents, so divide by 100 for dollar amounts. Add the payment description from Stripe metadata or use the payment intent description field.

1. 1Click 'Add Line Item' in the invoice configuration
2. 2Set Amount to steps.trigger.event.amount_received / 100
3. 3Set Description to steps.trigger.event.description
4. 4Select appropriate Income Account from dropdown

Add this code step before QuickBooks invoice creation to handle customer lookup and creation automatically. Paste this in a Node.js code step between your trigger and QuickBooks action.

export default defineComponent({
  async run({ steps, $ }) {
    const customerName = steps.trigger.event.charges.data[0].billing_details.name;

export default defineComponent({
  async run({ steps, $ }) {
    const customerName = steps.trigger.event.charges.data[0].billing_details.name;
    const customerEmail = steps.trigger.event.charges.data[0].billing_details.email;
    
    // Check if customer exists in QuickBooks
    try {
      const existingCustomer = await $.send.http({
        method: 'GET',
        url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${steps.quickbooks_auth.company_id}/customers`,
        headers: {
          'Authorization': `Bearer ${steps.quickbooks_auth.oauth_access_token}`,
          'Accept': 'application/json'
        },
        params: {
          query: `SELECT * FROM Customer WHERE Name = '${customerName}'`
        }
      });
      
      if (existingCustomer.QueryResponse?.Customer?.length > 0) {
        return { customerId: existingCustomer.QueryResponse.Customer[0].Id, action: 'found' };
      }
      
      // Create new customer if not found
      const newCustomer = await $.send.http({
        method: 'POST',
        url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${steps.quickbooks_auth.company_id}/customer`,
        headers: {
          'Authorization': `Bearer ${steps.quickbooks_auth.oauth_access_token}`,
          'Content-Type': 'application/json'
        },
        data: {
          Name: customerName,
          CompanyName: customerName,
          PrimaryEmailAddr: { Address: customerEmail }
        }
      });
      
      return { customerId: newCustomer.Customer.Id, action: 'created' };
    } catch (error) {
      $.export('error', error.message);
      throw new Error(`Customer lookup/creation failed: ${error.message}`);
    }
  }
});

Create Invoice Step > Payment Details

Set payment method and status

Configure the invoice to reflect that payment was already received through Stripe. Set the payment method based on Stripe's payment method type and mark the invoice as paid. This prevents double-charging customers.

1. 1Set Payment Method to steps.trigger.event.charges.data[0].payment_method_details.type
2. 2Set Invoice Status to 'Paid'
3. 3Set Payment Date to steps.trigger.event.created
4. 4Enable 'Mark as Paid' checkbox

Add Step > Code > Node.js

Add duplicate prevention

Insert a code step before QuickBooks to check if an invoice already exists for this Stripe payment ID. This prevents creating duplicate invoices if Stripe sends the webhook multiple times. Use Pipedream's built-in deduplication or custom logic.

1. 1Click '+' above the QuickBooks step
2. 2Select 'Code' then 'Run Node.js Code'
3. 3Add duplicate check logic using payment intent ID
4. 4Return early if duplicate found

Workflow > Test > View Logs

Test the complete workflow

Make a test payment in Stripe to trigger your workflow. Watch the workflow execution in Pipedream's logs to see each step process. Verify that a corresponding invoice appears in QuickBooks with correct customer, amount, and paid status.

1. 1Create a test payment in Stripe dashboard
2. 2Monitor workflow execution in Pipedream logs
3. 3Check QuickBooks for new invoice creation
4. 4Verify all mapped fields are correct