quickbooks
Record a contact from QuickBooks in Filmo
Records in Filmo the customer or supplier created or corrected in QuickBooks. If a match exists by tax ID, email or name, it links and updates it; otherwise it creates it. It writes nothing when there are no changes. An inactive contact or subcustomer in QuickBooks makes the step fail with the reason.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | quickbooks |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to Contacts. Administrators always pass; a module outside the plan blocks everyone. |
| Needs an accounting provider | QuickBooks |
| Destructive | Not declared |
Inputs
quickbooksContactIdstringRequired
Choose the contact variable provided by the QuickBooks “Contact created” or “Contact updated” trigger.
kindenum<string>Required
Choose the “Type” variable from the same trigger: it indicates whether the QuickBooks contact is a customer (customer) or a supplier (vendor).
Available options: customer, vendor
Outputs
contactIdstring
outcomeenum<string>
Available options: created, adopted, updated, unchanged
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