← Discord + Pennylane integrations

Create Customer Invoice with Pennylane API on New Message (Instant) from Discord API

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New Message (Instant) from the Discord API
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Create Customer Invoice with the Pennylane API
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Getting Started

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

  1. Select this integration
  2. Configure the New Message (Instant) trigger
    1. Connect your Discord account
    2. Configure Channels
    3. Configure discordApphook
  3. Configure the Create Customer Invoice action
    1. Connect your Pennylane account
    2. Configure Date
    3. Configure Deadline
    4. Optional- Configure External Id
    5. Optional- Configure PDF Invoice Free Text
    6. Optional- Configure PDF Invoice Subject
    7. Configure Draft
    8. Optional- Configure Currency
    9. Optional- Configure Special Mention
    10. Optional- Configure Discount
    11. Optional- Select a Language
    12. Select a Banking Provider
    13. Select a Provider Field Name
    14. Configure Provider Field Value
    15. Select a Customer Id
    16. Optional- Configure Line Items Sections Attributes
    17. Configure Line Items
    18. Optional- Configure Categories
    19. Configure Start Date
    20. Configure End Date
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for each message posted to one or more channels in a Discord server
Version:1.0.3
Key:discord-new-message

Discord Overview

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  sampleEmit,
};

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.
LabelPropTypeDescription
DiscorddiscordappThis component uses the Discord app.
Channelschannels$.discord.channel[]

Select the channel(s) you'd like to be notified for

discordApphook$.interface.apphook

Trigger Authentication

Discord uses OAuth authentication. When you connect your Discord account, Pipedream will open a popup window where you can sign into Discord and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Discord API.

Pipedream requests the following authorization scopes when you connect your account:

botemailidentifyguilds

About Discord

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action

Description:Generates a new invoice for a customer using Pennylane. [See the documentation](https://pennylane.readme.io/reference/customer_invoices-post-1)
Version:0.0.1
Key:pennylane-create-customer-invoice

Action Code

import { ConfigurationError } from "@pipedream/platform";
import {
  BANKING_PROVIDER_OPTIONS,
  LANGUAGE_OPTIONS,
  PROVIDER_FIELD_NAMES_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pennylane from "../../pennylane.app.mjs";

export default {
  key: "pennylane-create-customer-invoice",
  name: "Create Customer Invoice",
  description: "Generates a new invoice for a customer using Pennylane. [See the documentation](https://pennylane.readme.io/reference/customer_invoices-post-1)",
  version: "0.0.1",
  type: "action",
  props: {
    pennylane,
    date: {
      type: "string",
      label: "Date",
      description: "Invoice date (ISO 8601)",
    },
    deadline: {
      type: "string",
      label: "Deadline",
      description: "Invoice payment deadline (ISO 8601)",
    },
    externalId: {
      type: "string",
      label: "External Id",
      description: "An id you can use to refer to the invoice from outside of Pennylane",
      optional: true,
    },
    pdfInvoiceFreeText: {
      type: "string",
      label: "PDF Invoice Free Text",
      description: "For example, the contact details of the person to contact",
      optional: true,
    },
    pdfInvoiceSubject: {
      type: "string",
      label: "PDF Invoice Subject",
      description: "Invoice title",
      optional: true,
    },
    draft: {
      type: "boolean",
      label: "Draft",
      description: "Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Invoice Currency (ISO 4217). Default is EUR.",
      optional: true,
    },
    specialMention: {
      type: "string",
      label: "Special Mention",
      description: "Additional details",
      optional: true,
    },
    discount: {
      type: "integer",
      label: "Discount",
      description: "Invoice discount (in percent)",
      optional: true,
    },
    language: {
      type: "string",
      label: "Language",
      description: "invoice pdf language",
      options: LANGUAGE_OPTIONS,
      optional: true,
    },
    bankingProvider: {
      type: "string",
      label: "Banking Provider",
      description: "The banking provider for the transaction",
      options: BANKING_PROVIDER_OPTIONS,
      reloadProps: true,
    },
    providerFieldName: {
      type: "string",
      label: "Provider Field Name",
      description: "Name of the field that you want to match",
      options: PROVIDER_FIELD_NAMES_OPTIONS,
      hidden: true,
    },
    providerFieldValue: {
      type: "string",
      label: "Provider Field Value",
      description: "Value that you want to match",
    },
    customerId: {
      propDefinition: [
        pennylane,
        "customerId",
      ],
    },
    lineItemsSectionsAttributes: {
      propDefinition: [
        pennylane,
        "lineItemsSectionsAttributes",
      ],
      optional: true,
    },
    lineItems: {
      propDefinition: [
        pennylane,
        "lineItems",
      ],
    },
    categories: {
      type: "string[]",
      label: "Categories",
      description: "A list of objects of categories",
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "Start date of the imputation period (ISO 8601)",
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "End date of the imputation period (ISO 8601)",
    },
  },
  async additionalProps(props) {
    if (this.bankingProvider === "stripe") {
      props.providerFieldName.hidden = false;
    }
    return {};
  },
  async run({ $ }) {
    try {
      const invoice = await this.pennylane.createInvoice({
        $,
        data: {
          create_customer: false,
          create_products: false,
          invoice: {
            date: this.date,
            deadline: this.deadline,
            external_id: this.externalId,
            pdf_invoice_free_text: this.pdfInvoiceFreeText,
            pdf_invoice_subject: this.pdfInvoiceSubject,
            draft: this.draft,
            currency: this.currency,
            special_mention: this.specialMention,
            discount: this.discount,
            language: this.language,
            transactions_reference: {
              banking_provider: this.bankingProvider,
              provider_field_name: (this.bankingProvider === "gocardless")
                ? "payment_id"
                : this.providerFieldName,
              provider_field_value: this.providerFieldValue,
            },
            customer: {
              source_id: this.customerId,
            },
            line_items_sections_attributes: parseObject(this.lineItemsSectionsAttributes),
            line_items: parseObject(this.lineItems),
            categories: parseObject(this.categories),
            imputation_dates: {
              start_date: this.startDate,
              end_date: this.endDate,
            },
          },
        },
      });

      $.export("$summary", `Created invoice with ID ${invoice.invoice.id}`);
      return invoice;
    } catch ({ response }) {
      throw new ConfigurationError(response?.data?.message || response?.data?.error);
    }
  },
};

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.

LabelPropTypeDescription
PennylanepennylaneappThis component uses the Pennylane app.
Datedatestring

Invoice date (ISO 8601)

Deadlinedeadlinestring

Invoice payment deadline (ISO 8601)

External IdexternalIdstring

An id you can use to refer to the invoice from outside of Pennylane

PDF Invoice Free TextpdfInvoiceFreeTextstring

For example, the contact details of the person to contact

PDF Invoice SubjectpdfInvoiceSubjectstring

Invoice title

Draftdraftboolean

Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!

Currencycurrencystring

Invoice Currency (ISO 4217). Default is EUR.

Special MentionspecialMentionstring

Additional details

Discountdiscountinteger

Invoice discount (in percent)

LanguagelanguagestringSelect a value from the drop down menu:en_GBfr_FR
Banking ProviderbankingProviderstringSelect a value from the drop down menu:gocardlessstripe
Provider Field ValueproviderFieldValuestring

Value that you want to match

Customer IdcustomerIdstringSelect a value from the drop down menu.
Line Items Sections AttributeslineItemsSectionsAttributesstring[]

A list of objects of items sections to be listed on the invoice. Example: [{"title": "Title","description": "description","rank": 1}] See the documentation from further information.

Line ItemslineItemsstring[]

A list of objects of items to be listed on the invoice. Example: [{"product": {"source_id": "0e67fc3c-c632-4feb-ad34-e18ed5fbf66a","unit": "20","price": "10.00","label": "Product label","vat_rate": "FR_09","currency": "EUR"},"quantity": 2,"label": "Line Item Label"}] See the documentation from further information.

Categoriescategoriesstring[]

A list of objects of categories

Start DatestartDatestring

Start date of the imputation period (ISO 8601)

End DateendDatestring

End date of the imputation period (ISO 8601)

Action Authentication

Pennylane uses OAuth authentication. When you connect your Pennylane account, Pipedream will open a popup window where you can sign into Pennylane and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pennylane API.

Pipedream requests the following authorization scopes when you connect your account:

customer_invoices

About Pennylane

Pennylane brings together your finances, your accounting, and your Business Account!

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