Send Invoice Email with sevDesk API on New Ticket from Agile CRM API

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Trigger workflow on

New Ticket from the Agile CRM API

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Send Invoice Email with the sevDesk API

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Getting Started#

This integration creates a workflow with a Agile CRM trigger and sevDesk action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Ticket trigger
1. Connect your Agile CRM account
2. Configure timer
3. Optional- Configure Max API Requests per Execution
4. Select a Filter
Configure the Send Invoice Email action
1. Connect your sevDesk account
2. Select a Invoice Id
3. Configure To Email
4. Configure Subject
5. Configure Text
6. Optional- Configure Copy
7. Optional- Configure Additional Attachments
8. Optional- Configure Cc Email
9. Optional- Configure Bcc Email
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Ticket on Agile CRM

Description:Emit new event when a new ticket is created

Version:0.0.4

Key:agile_crm-new-ticket

View on GitHub

Agile CRM Overview#

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "agile_crm-new-ticket",
  name: "New Ticket",
  description: "Emit new event when a new ticket is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    filter: {
      propDefinition: [
        common.props.agileCrm,
        "filter",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listTickets.bind(this);
    },
    getParams() {
      return {
        filter_id: this.filter,
      };
    },
    generateMeta(ticket) {
      return {
        id: ticket.id,
        summary: ticket.subject,
        ts: ticket.created_time,
      };
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Max API Requests per Execution	`maxRequests`	`integer`	The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).
Filter	`filter`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Agile CRM uses API keys for authentication. When you connect your Agile CRM account, Pipedream securely stores the keys so you can easily authenticate to Agile CRM APIs in both code and no-code steps.

About Agile CRM#

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action#

Send Invoice Email on sevDesk

Description:Sends an invoice via email. [See the documentation](https://api.sevdesk.de/#tag/Invoice/operation/sendInvoiceViaEMail)

Version:0.0.1

Key:sevdesk-send-invoice-email

View on GitHub

sevDesk Overview#

The sevDesk API allows you to automate tasks around billing, accounting, and inventory management within the sevDesk platform. With it, you can create invoices, manage customers, and handle your accounting processes programmatically. When integrated into Pipedream workflows, you can connect sevDesk with other apps to streamline your financial operations, trigger actions based on events, and sync data across your business stack, enabling a seamless financial workflow automation.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import sevdesk from "../../sevdesk.app.mjs";

export default {
  key: "sevdesk-send-invoice-email",
  name: "Send Invoice Email",
  description: "Sends an invoice via email. [See the documentation](https://api.sevdesk.de/#tag/Invoice/operation/sendInvoiceViaEMail)",
  version: "0.0.1",
  type: "action",
  props: {
    sevdesk,
    invoiceId: {
      propDefinition: [
        sevdesk,
        "invoiceId",
      ],
    },
    toEmail: {
      type: "string",
      label: "To Email",
      description: "The recipient of the email.",
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The subject of the email.",
    },
    text: {
      type: "string",
      label: "Text",
      description: "The text of the email. Can contain html.",
    },
    copy: {
      type: "boolean",
      label: "Copy",
      description: "Should a copy of this email be sent to you?",
      optional: true,
    },
    additionalAttachments: {
      type: "string[]",
      label: "Additional Attachments",
      description: "Additional attachments to the mail. List of IDs of existing documents in your * sevdesk account",
      optional: true,
    },
    ccEmail: {
      type: "string[]",
      label: "Cc Email",
      description: "List of mail addresses to be put as cc",
      optional: true,
    },
    bccEmail: {
      type: "string[]",
      label: "Bcc Email",
      description: "List of mail addresses to be put as bcc",
      optional: true,
    },

  },
  async run({ $ }) {

    try {
      const response = await this.sevdesk.sendInvoice({
        $,
        invoiceId: this.invoiceId,
        data: {
          toEmail: this.toEmail,
          subject: this.subject,
          text: this.text,
          copy: this.copy,
          additionalAttachments: this.additionalAttachments
            ? this.additionalAttachments.join()
            : null,
          ccEmail: this.ccEmail
            ? this.ccEmail.join()
            : null,
          bccEmail: this.bccEmail
            ? this.bccEmail.join()
            : null,
        },
      });

      $.export("$summary", `Successfully sent invoice ${this.invoiceId} via email to ${this.toEmail}`);
      return response;
    } catch ({ message }) {
      throw new ConfigurationError(JSON.parse(message).error.message);
    }
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
sevDesk	`sevdesk`	`app`	This component uses the sevDesk app.
Invoice Id	`invoiceId`	`integer`	Select a value from the drop down menu.
To Email	`toEmail`	`string`	The recipient of the email.
Subject	`subject`	`string`	The subject of the email.
Text	`text`	`string`	The text of the email. Can contain html.
Copy	`copy`	`boolean`	Should a copy of this email be sent to you?
Additional Attachments	`additionalAttachments`	`string[]`	Additional attachments to the mail. List of IDs of existing documents in your * sevdesk account
Cc Email	`ccEmail`	`string[]`	List of mail addresses to be put as cc
Bcc Email	`bccEmail`	`string[]`	List of mail addresses to be put as bcc

Send Invoice Email with sevDesk API on New Ticket from Agile CRM API

Pipedream makes it easy to connect APIs for sevDesk, Agile CRM and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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