Generate QuickBooks Estimate from Shopify Draft Order

When a draft order is created in Shopify, this trigger activates the workflow and captures the complete draft order object including {{shopify.customer.id}}, {{shopify.email}}, {{shopify.line_items}}, {{shopify.currency}}, and {{shopify.total_tax}}. The workflow runs for every draft order created in your store.

This step retrieves the full customer record from Shopify using {{shopify.customer.id}} from the trigger. It fetches additional customer details like {{shopify_1.note}} that aren't included in the draft order but are useful for creating comprehensive customer records in QuickBooks.

This step searches your QuickBooks company for an existing customer record using the email address from the draft order ({{shopify.email}}). It executes the SQL-like query "SELECT * FROM Customer WHERE PrimaryEmailAddr = '{{shopify.email}}'" and returns the customer's QuickBooks ID as {{quickbooks.0.Id}} if a match is found, or returns empty if no match exists. This query result determines which path the workflow follows next.

This conditional path executes when {{quickbooks.0.Id}} is not empty, meaning a matching customer was found in QuickBooks. The workflow evaluates this condition and proceeds to create an estimate using the existing customer ID without creating a duplicate customer record. If this condition is true, the workflow jumps directly to creating the estimate.

This step creates an estimate in QuickBooks when a customer already exists. It uses {{quickbooks.0.Id}} for the CustomerRef value and maps each item from {{shopify.line_items[]}} into QuickBooks Line items with {{shopify.line_items[].price}} as Amount and UnitPrice, {{shopify.line_items[].quantity}} as Qty and LineNum, and {{shopify.line_items[].name}} as Description. The estimate also includes {{shopify.currency}} for CurrencyRef and {{shopify.total_tax}} for TotalTax, creating a complete estimate that matches the draft order exactly.

This conditional path executes when {{quickbooks.0.Id}} is empty, meaning no matching customer was found in the QuickBooks query. The workflow evaluates this condition and proceeds to create both a new customer record and then an estimate for that customer. If this condition is true, the workflow creates the customer before generating the estimate.

This step creates a new customer in QuickBooks using data from Shopify. It sets DisplayName to "{{shopify.customer.first_name}} {{shopify.customer.last_name}}", PrimaryEmailAddr to {{shopify.email}}, Notes to {{shopify_1.note}}, and PrimaryPhone to {{shopify.customer.phone}}. The BillAddr includes {{shopify.billing_address.address1}}, {{shopify.billing_address.city}}, {{shopify.billing_address.country}}, {{shopify.billing_address.country_code}}, and {{shopify.billing_address.zip}}. The newly created customer ID is returned as {{quickbooks_2.Customer.Id}} for use in the next step.

This step creates an estimate in QuickBooks for the newly created customer. It uses {{quickbooks_2.Customer.Id}} for the CustomerRef value and maps each item from {{shopify.line_items[]}} into QuickBooks Line items with {{shopify.line_items[].price}} as Amount and UnitPrice, {{shopify.line_items[].quantity}} as Qty and LineNum, and {{shopify.line_items[].name}} as Description. The estimate includes {{shopify.currency}} for CurrencyRef and {{shopify.total_tax}} for TotalTax, creating a complete estimate that matches the draft order.