Create QuickBooks Customer

What the model is told

Create a new customer in QuickBooks Online. Get a QuickBooks access token first if you do not already have one. Confirm the name, email and phone with the customer first. Display names must be unique, so an error about a duplicate name means the customer may already exist. It returns the customer Id, which you need to create an invoice.

Request

Headers

• Content-Typeapplication/json
• AuthorizationBearer {{accessToken}}
• Acceptapplication/json

Body

{
  "DisplayName": "{{displayName}}",
  "GivenName": "{{givenName}}",
  "FamilyName": "{{familyName}}",
  "PrimaryEmailAddr": {
    "Address": "{{email}}"
  },
  "PrimaryPhone": {
    "FreeFormNumber": "{{phone}}"
  }
}

Parameters

• displayName stringThe name shown in QuickBooks. Must be unique.
• givenName stringThe customer's first name.
• familyName stringThe customer's last name.
• email stringThe customer's email address.
• phone stringThe customer's phone number.
• accessToken stringThe access_token value returned by Get QuickBooks Access Token. Reuse it for the rest of the conversation.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "0fabaf1a-950b-4850-b621-3d787e71ed95",
    "type": "HTTP_REQUEST",
    "label": "Create QuickBooks Customer",
    "name": "create_quickbooks_customer",
    "customName": false,
    "description": "Create a new customer in QuickBooks Online. Get a QuickBooks access token first if you do not already have one. Confirm the name, email and phone with the customer first. Display names must be unique, so an error about a duplicate name means the customer may already exist. It returns the customer Id, which you need to create an invoice.",
    "parameters": [
      {
        "name": "displayName",
        "type": "string",
        "description": "The name shown in QuickBooks. Must be unique."
      },
      {
        "name": "givenName",
        "type": "string",
        "description": "The customer's first name."
      },
      {
        "name": "familyName",
        "type": "string",
        "description": "The customer's last name."
      },
      {
        "name": "email",
        "type": "string",
        "description": "The customer's email address."
      },
      {
        "name": "phone",
        "type": "string",
        "description": "The customer's phone number."
      },
      {
        "name": "accessToken",
        "type": "string",
        "description": "The access_token value returned by Get QuickBooks Access Token. Reuse it for the rest of the conversation."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://quickbooks.api.intuit.com/v3/company/YOUR_QUICKBOOKS_REALM_ID/customer?minorversion=75"
      },
      "headers": [
        {
          "name": "Content-Type",
          "value": "application/json"
        },
        {
          "name": "Authorization",
          "value": "Bearer {{accessToken}}"
        },
        {
          "name": "Accept",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"DisplayName\": \"{{displayName}}\",\n  \"GivenName\": \"{{givenName}}\",\n  \"FamilyName\": \"{{familyName}}\",\n  \"PrimaryEmailAddr\": {\n    \"Address\": \"{{email}}\"\n  },\n  \"PrimaryPhone\": {\n    \"FreeFormNumber\": \"{{phone}}\"\n  }\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.