Unified.to Accounting Invoice From Contact

arazzo: 1.0.1
info:
  title: Unified.to Accounting Invoice From Contact
  summary: Create an accounting contact (customer), bill them with an invoice, and read the invoice back.
  description: >-
    A core finance pattern against the Unified.to unified Accounting API. The
    workflow creates a customer contact, issues an invoice addressed to that
    contact by linking the new contact id, and then reads the invoice back by id
    to capture its number and totals. Every step inlines its request — including
    the required connection_id path parameter and the contact linkage — so the
    flow is self-describing.
  version: 1.0.0
sourceDescriptions:
- name: accountingApi
  url: ../openapi/unified-to-accounting-api-openapi.yml
  type: openapi
workflows:
- workflowId: accounting-invoice-from-contact
  summary: Create a customer contact, issue an invoice to them, and retrieve the invoice.
  description: >-
    Creates an accounting contact flagged as a customer, creates an INVOICE whose
    contact_id references the new contact, then fetches the invoice by id to
    confirm it was booked.
  inputs:
    type: object
    required:
    - connectionId
    - contactName
    - currency
    properties:
      connectionId:
        type: string
        description: The Unified.to connection id for the target accounting platform (e.g. QuickBooks, Xero).
      contactName:
        type: string
        description: The display name of the customer contact to create.
      companyName:
        type: string
        description: The company name for the customer contact.
      currency:
        type: string
        description: The ISO currency code for the invoice (e.g. USD).
  steps:
  - stepId: createContact
    description: >-
      Create the customer contact that the invoice will be addressed to,
      flagging it as a customer.
    operationId: createAccountingContact
    parameters:
    - name: connection_id
      in: path
      value: $inputs.connectionId
    requestBody:
      contentType: application/json
      payload:
        name: $inputs.contactName
        company_name: $inputs.companyName
        currency: $inputs.currency
        is_customer: true
        is_active: true
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      contactId: $response.body#/id
  - stepId: createInvoice
    description: >-
      Issue an INVOICE addressed to the new contact in DRAFT status.
    operationId: createAccountingInvoice
    parameters:
    - name: connection_id
      in: path
      value: $inputs.connectionId
    requestBody:
      contentType: application/json
      payload:
        contact_id: $steps.createContact.outputs.contactId
        currency: $inputs.currency
        type: INVOICE
        status: DRAFT
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      invoiceId: $response.body#/id
  - stepId: getInvoice
    description: >-
      Read the invoice back by id to capture its number and total amount.
    operationId: getAccountingInvoice
    parameters:
    - name: connection_id
      in: path
      value: $inputs.connectionId
    - name: id
      in: path
      value: $steps.createInvoice.outputs.invoiceId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      invoiceNumber: $response.body#/invoice_number
      totalAmount: $response.body#/total_amount
  outputs:
    contactId: $steps.createContact.outputs.contactId
    invoiceId: $steps.createInvoice.outputs.invoiceId
    invoiceNumber: $steps.getInvoice.outputs.invoiceNumber
    totalAmount: $steps.getInvoice.outputs.totalAmount