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Create Invoice with Agiled API

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Create Invoice with the Agiled API
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Getting Started

Create a workflow to Create Invoice with the Agiled API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Invoice action
    1. Connect your Agiled account
    2. Configure Invoice Number
    3. Select a Client ID
    4. Configure Issue Date
    5. Configure Due Date
    6. Select a Currency ID
    7. Configure Recurring Payment
    8. Select a Discount Type
    9. Configure Discount
    10. Configure Sub Total
    11. Configure Total
    12. Select a Billing Frequency
    13. Configure Billing Interval
    14. Configure Billing Cycle
    15. Optional- Configure Note
    16. Configure Number Of Items
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

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Create Invoice with Agiled API on New Submission (Instant) from Jotform API
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Create Invoice with Agiled API on New Scheduled Tasks from Pipedream API
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Invoice on Agiled
Description:Creates a new invoice in Agiled. [See the documentation](https://my.agiled.app/developers)
Version:0.0.1
Key:agiled-create-invoice

Code

import app from "../../agiled.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "agiled-create-invoice",
  name: "Create Invoice",
  description: "Creates a new invoice in Agiled. [See the documentation](https://my.agiled.app/developers)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    invoiceNumber: {
      type: "integer",
      label: "Invoice Number",
      description: "Invoice Number in integer form. Don't include prefix. It must be `10` for example and never `INV#10`",
    },
    clientId: {
      label: "Client ID",
      description: "The ID of a client.",
      propDefinition: [
        app,
        "userId",
      ],
    },
    issueDate: {
      type: "string",
      label: "Issue Date",
      description: "Issue Date (Use same date format as in your company settings). Eg. `2021-01-01`",
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due Date (Use same date format as in your company settings). Eg. `2021-01-01`",
    },
    currencyId: {
      propDefinition: [
        app,
        "currencyId",
      ],
    },
    recurringPayment: {
      type: "boolean",
      label: "Recurring Payment",
      description: "If its a recurring profile or not",
    },
    discountType: {
      type: "string",
      label: "Discount Type",
      description: "Discount Type",
      options: [
        "percent",
        "fixed",
      ],
    },
    discount: {
      type: "integer",
      label: "Discount",
      description: "Discount. Eg. `10`",
      default: 0,
    },
    subTotal: {
      type: "integer",
      label: "Sub Total",
      description: "Sub Total. Eg. `100`",
    },
    total: {
      type: "integer",
      label: "Total",
      description: "Total. Eg. `120`",
    },
    billingFrequency: {
      type: "string",
      label: "Billing Frequency",
      description: "Specifies billing frequency. Either `day`, `week`, `month` or `year`.",
      options: [
        "day",
        "week",
        "month",
        "year",
      ],
    },
    billingInterval: {
      type: "integer",
      label: "Billing Interval",
      description: "The number of intervals between subscription billings.",
    },
    billingCycle: {
      type: "string",
      label: "Billing Cycle",
      description: "How many times you want to bill? Eg. `1`",
    },
    note: {
      type: "string",
      label: "Note",
      description: "Notes in Invoice",
      optional: true,
    },
    numberOfItems: {
      type: "integer",
      label: "Number Of Items",
      description: "The number of items to generate. Defaults to 1.",
      default: 1,
      reloadProps: true,
    },
  },
  methods: {
    boolToString(value) {
      return value
        ? "yes"
        : "no";
    },
    createInvoice(args = {}) {
      return this.app.post({
        path: "/invoices",
        ...args,
      });
    },
    itemsPropsMapper(prefix) {
      const {
        [`${prefix}name`]: name,
        [`${prefix}summary`]: summary,
        [`${prefix}quantity`]: quantity,
        [`${prefix}unitPrice`]: unitPrice,
        [`${prefix}amount`]: amount,
      } = this;

      return {
        item_name: name,
        item_summary: summary,
        item_type: "item",
        quantity,
        unit_price: unitPrice,
        amount,
      };
    },
    getItemsPropDefinitions({
      prefix, label,
    } = {}) {
      return {
        [`${prefix}name`]: {
          type: "string",
          label: `${label} - Name`,
          description: "Name of the item",
        },
        [`${prefix}summary`]: {
          type: "string",
          label: `${label} - Summary`,
          description: "Summary of the item",
        },
        [`${prefix}quantity`]: {
          type: "integer",
          label: `${label} - Quantity`,
          description: "Quantity of the item. Eg. `1`",
        },
        [`${prefix}unitPrice`]: {
          type: "integer",
          label: `${label} - Unit Price`,
          description: "Unit Price of the item. Eg. `10`",
        },
        [`${prefix}amount`]: {
          type: "integer",
          label: `${label} - Amount`,
          description: "Amount of the item. **Unit Price** x **Quantity**",
        },
      };
    },
  },
  async additionalProps() {
    const {
      numberOfItems,
      getItemsPropDefinitions,
    } = this;

    return utils.getAdditionalProps({
      numberOfFields: numberOfItems,
      fieldName: "item",
      getPropDefinitions: getItemsPropDefinitions,
    });
  },
  async run({ $ }) {
    const {
      boolToString,
      numberOfItems,
      itemsPropsMapper,
      createInvoice,
      invoiceNumber,
      clientId,
      issueDate,
      dueDate,
      discountType,
      discount,
      currencyId,
      recurringPayment,
      note,
      total,
      subTotal,
      billingFrequency,
      billingInterval,
      billingCycle,
    } = this;

    const response = await createInvoice({
      $,
      data: {
        invoice_number: invoiceNumber,
        client_id: clientId,
        issue_date: issueDate,
        due_date: dueDate,
        discount_type: discountType,
        discount,
        currency_id: currencyId,
        recurring_payment: boolToString(recurringPayment),
        billing_frequency: billingFrequency,
        billing_interval: billingInterval,
        billing_cycle: billingCycle,
        note,
        total,
        sub_total: subTotal,
        items: utils.getFieldsProps({
          numberOfFields: numberOfItems,
          fieldName: "item",
          propsMapper: itemsPropsMapper,
        }),
      },
    });

    $.export("$summary", `Successfully created invoice with ID \`${response.data.id}\``);

    return response;
  },
};

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.
LabelPropTypeDescription
AgiledappappThis component uses the Agiled app.
Invoice NumberinvoiceNumberinteger

Invoice Number in integer form. Don't include prefix. It must be 10 for example and never INV#10

Client IDclientIdintegerSelect a value from the drop down menu.
Issue DateissueDatestring

Issue Date (Use same date format as in your company settings). Eg. 2021-01-01

Due DatedueDatestring

Due Date (Use same date format as in your company settings). Eg. 2021-01-01

Currency IDcurrencyIdintegerSelect a value from the drop down menu.
Recurring PaymentrecurringPaymentboolean

If its a recurring profile or not

Discount TypediscountTypestringSelect a value from the drop down menu:percentfixed
Discountdiscountinteger

Discount. Eg. 10

Sub TotalsubTotalinteger

Sub Total. Eg. 100

Totaltotalinteger

Total. Eg. 120

Billing FrequencybillingFrequencystringSelect a value from the drop down menu:dayweekmonthyear
Billing IntervalbillingIntervalinteger

The number of intervals between subscription billings.

Billing CyclebillingCyclestring

How many times you want to bill? Eg. 1

Notenotestring

Notes in Invoice

Number Of ItemsnumberOfItemsinteger

The number of items to generate. Defaults to 1.

Authentication

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

To retrieve your API key,

  • Navigate to your Agiled account and sign in
  • Go to “Profile” > “API Settings”

About Agiled

All in one business management platform to manage business in one integrated place.

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