# Recipe Functions Walkthrough

If your interest around Recipe functions is piqued but you're still a bit confused, this walkthrough can help.

In this guide, we'll walk you through creating a recipe function using Quickbooks and Salesforce.

  • What's our goal? To automate invoice creation in Quickbooks when opportunities are closed-won in Salesforce.

  • What do we need to know? Invoices in Quickbooks must be associated with a customer. To create an invoice, we'll also need to create a customer if one doesn't already exist.

    Customers can be created form multiple places such as a point-of-sale (POS) system, invoices from vendors, etc. This means that the logic for creating customers could be used in multiple places.

With Recipe functions, we can build a recipe that contains the steps required to create a Quickbooks customer and then call it from other recipes. This approach means logic doesn't have to be duplicated in multiple recipes.

# Step 1: Create A Recipe Function


Create a new recipe, using Build a recipe function as the Starting point.


Define the fields for the trigger. These fields determine:

  • The fields that are shown when a recipe action is used in a calling recipe, and
  • The data returned by the recipe for use as datapills in the calling recipe

Refer to the Recipe functions - New function call guide for assistance.

# Step 2: Add Steps To The Recipe

Next, create the steps required to complete the action your recipe fulfills. In this case, our recipe needs to contain the steps necessary to:

  • Check if a customer already exists in Quickbooks
  • Based on the check, create a customer if one doesn't exist

# Step 3: Call The Recipe Function

Lastly, you'll create a recipe that calls the recipe function you created in Step 1.


Create a new recipe, setting the trigger to what you require.


When you're ready to call the recipe function:


Add a new Action in app action.


Search for the Recipe functions connector.


From the Actions list, select the the Call recipe function (synchronous) or Call recipe function (asynchronous) action.


In the action's Recipe function field, select the recipe you created in Step 1. The fields from the recipe function's Input schema will display as datapills.


Add additional steps to the recipe as needed.


When finished, click Save.

Last updated: 11/10/2021, 5:22:10 PM