Find or Create Customer
A 3-step recipe with Intuit. We can help you get access.
Recipe · 3 steps
Find or Create Customer
with Intuit
Query for a customer by display name and create it if absent.
- Query the Customer entity for an existing record by display name.
- Read the matched customer back to return its full record.
- Create a new customer when no existing record matched.
What you'll need to have ready
- accessToken: OAuth 2.0 bearer access token for the QuickBooks company.
- displayName: Display name to search for and, if absent, create.
- email: Email to set when creating a new customer.
For your developer
Arazzo workflow intuit:find-or-create-customer, 3 operations: queryEntities → readCustomer → createCustomer. Specs on APIs.io.