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.

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Step 1: Create A Recipe Function

1

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

2

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.

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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

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Step 3: Call The Recipe Function

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

1

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

2

When you're ready to call the recipe function:

1

Add a new Action in app action.

2

Search for the Recipe functions connector.

3

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

4

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.

3

Add additional steps to the recipe as needed.

4

When finished, click Save.