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Accounting Invoice From Contact

A 3-step recipe with Unified.to. We can help you get access.

Recipe · 3 steps

Accounting Invoice From Contact

with Unified.to · Financial Management

Create a customer contact, issue an invoice to them, and retrieve the invoice.

  1. Create the customer contact that the invoice will be addressed to, flagging it as a customer.
  2. Issue an INVOICE addressed to the new contact in DRAFT status.
  3. Read the invoice back by id to capture its number and total amount.
What you'll need to have ready
  • connectionId: The Unified.to connection id for the target accounting platform (e.g. QuickBooks, Xero).
  • contactName: The display name of the customer contact to create.
  • companyName: The company name for the customer contact.
  • currency: The ISO currency code for the invoice (e.g. USD).
For your developer

Arazzo workflow unified-to:accounting-invoice-from-contact, 3 operations: createAccountingContact → createAccountingInvoice → getAccountingInvoice. Specs on APIs.io.

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