QuickBooks Conditionals¶
Conditionals or Execution Conditions give you the power to decide if a particular action on QuickBooks will be performed or not when the workflow is triggered by the incoming event. This is similar to applying "if-then-else" logic to the execution of an action based on the attribute value coming from the workflow's trigger event.
You can add conditions to any action in your workflow.
To decide which actions should be performed in response to a particular trigger based on its characteristics or the data attributes. you can even apply a complex logic using AND, OR, and grouping of such conditions.
Each of the Conditionals support different operators based on the passed data type like string, number, boolean, etc. Read here to learn more about Execution Conditions.
Example Scenario¶
We will take a scenario where you are using QuickBooks as the trigger application. There could be multiple application actions that could be invoked upon receiving a QuickBooks trigger.
Each of the actions in the flow would have its own execution conditions based on the data attributes of the QuickBooks trigger event. This will allow each of the actions to execute independently based on the defined execution conditions.
In this example, the workflow is triggered and a new entity is retrieved from QuickBooks. It has two actions, first is a "Microsoft Teams message" action and second is a "Outlook send email" action.
While using QuickBooks as the trigger application, various attributes depending on your entity selection will be available to you in your application actions.
For eg. If you chose Account entity, then the following attributes will be available:
- Account Name
- Account Type
- Account Active or Not
- Created time of Account
- Updated time of Account
- Current balance of Account
- Account Id
In Figure 1 below, the action on Microsoft Teams will only be performed if the Account Name of the account added in QuickBooks equals New Account.
Similarly in Figure 2 below, in the same workflow, an email from Outlook will only be sent if the 'Create Time' of account will be on "8/1/2020, 10:45 AM".
