List Expenses with Zoho Books API on Project Item Status Changed from GitHub API

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Project Item Status Changed from the GitHub API

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List Expenses with the Zoho Books API

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Getting Started#

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

Select this integration
Configure the Project Item Status Changed trigger
1. Connect your GitHub account
2. Select a Organization
3. Optional- Select a repo
4. Select a Project V2
5. Optional- Select one or more Item Status
6. Optional- Select one or more Filter Item Type
Configure the List Expenses action
1. Connect your Zoho Books account
2. Optional- Configure Description
3. Optional- Configure Reference Number
4. Optional- Configure Date
5. Optional- Select a Status
6. Optional- Configure Amount
7. Optional- Configure Account Name
8. Optional- Configure Customer Name
9. Optional- Configure Vendor Name
10. Optional- Configure Customer Id
11. Optional- Configure Vendor Id
12. Optional- Configure Recurring Expense Id
13. Optional- Configure Paid Through Account Id
14. Optional- Configure Search Text
15. Optional- Select a Sort Column
16. Optional- Select a Filter By
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#

Project Item Status Changed on GitHub

Description:Emit new event when a project item is tagged with a specific status. Currently supports Organization Projects only. [More information here](https://docs.github.com/en/issues/planning-and-tracking-with-projects/managing-items-in-your-project/adding-items-to-your-project)

Version:0.1.8

Key:github-new-issue-with-status

View on GitHub

GitHub Overview#

The GitHub API is a powerful gateway to interaction with GitHub's vast web of data and services, offering a suite of endpoints to manipulate and retrieve information on repositories, pull requests, issues, and more. Harnessing this API on Pipedream, you can orchestrate automated workflows that respond to events in real-time, manage repository data, streamline collaborative processes, and connect GitHub with other services for a more integrated development lifecycle.

Trigger Code#

import queries from "../../common/queries.mjs";
import common from "../common/common-webhook-orgs.mjs";
import constants from "../common/constants.mjs";
import { getRelevantHeaders } from "../common/utils.mjs";

export default {
  ...common,
  key: "github-new-issue-with-status",
  name: "Project Item Status Changed",
  description: "Emit new event when a project item is tagged with a specific status. Currently supports Organization Projects only. [More information here](https://docs.github.com/en/issues/planning-and-tracking-with-projects/managing-items-in-your-project/adding-items-to-your-project)",
  version: "0.1.8",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    repo: {
      ...common.props.repo,
      label: common.props.repo.label,
      description: common.props.repo.description,
      optional: true,
    },
    project: {
      propDefinition: [
        common.props.github,
        "projectV2",
        (c) => ({
          org: c.org,
          repo: c?.repo,
        }),
      ],
    },
    status: {
      propDefinition: [
        common.props.github,
        "status",
        (c) => ({
          org: c.org,
          repo: c?.repo,
          project: c.project,
        }),
      ],
      optional: true,
    },
    itemType: {
      type: "string[]",
      label: "Filter Item Type",
      description: "The item type(s) to emit events or. If not specified, events will be emitted for all item types.",
      optional: true,
      options: constants.PROJECT_ITEM_TYPES,
    },
  },
  methods: {
    ...common.methods,
    getWebhookEvents() {
      return [
        "projects_v2_item",
      ];
    },
    generateMeta(item, statusName) {
      const { id } = item;
      const ts = Date.parse(item.updated_at);
      return {
        id: `${id}-${ts}`,
        summary: `Item #${id} to status "${statusName}"`,
        ts,
      };
    },
    isRelevant(event) {
      const fieldChanged = event.changes?.field_value?.field_name;
      if (fieldChanged !== "Status") {
        return;
      }

      let isRelevant = true;
      let message = "";

      const statusId = event.changes.field_value.to.id;
      const itemType = event.projects_v2_item.content_type;

      if (this.status?.length && !this.status.includes(statusId)) {
        const statusName = event.changes.field_value.to.name;
        message = `Status "${statusName}". Skipping...`;
        isRelevant = false;
      } else if (this.itemType?.length && !this.itemType.includes(itemType)) {
        message = `Item type "${itemType}". Skipping...`;
        isRelevant = false;
      }

      if (message) console.log(message);
      return isRelevant;
    },
    async getProjectItem({ nodeId }) {
      const { node } = await this.github.graphql(queries.projectItemQuery, {
        nodeId,
      });
      return node;
    },
    async processEvent({
      event, headers,
    }) {
      const item = event.projects_v2_item;

      if (!this.isRelevant(event)) {
        return;
      }

      console.log(`Emitting item #${item.id}`);

      const statusName = event.changes.field_value.to.name;
      const meta = this.generateMeta(item, statusName);
      this.$emit({
        ...event,
        ...getRelevantHeaders(headers),
      }, meta);
    },
  },
  async run({
    body: event, headers,
  }) {
    if (event.zen) {
      console.log(event.zen);
      return;
    }

    await this.processEvent({
      event,
      headers,
    });
  },
};

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
GitHub	`github`	`app`	This component uses the GitHub app.
Organization	`org`	`string`	Select a value from the drop down menu.
	`repo`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Project V2	`project`	`integer`	Select a value from the drop down menu.
Item Status	`status`	`string[]`	Select a value from the drop down menu.
Filter Item Type	`itemType`	`string[]`	Select a value from the drop down menu:`IssuePullRequestDraftIssue`

Trigger Authentication#

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

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

reporead:orgadmin:org_hookgistprojectnotificationsread:userwrite:discussionadmin:repo_hook

About GitHub#

Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.

Action#

List Expenses on Zoho Books

Description:List all the Expenses. [See the documentation](https://www.zoho.com/books/api/v3/expenses/#list-expenses)

Version:0.3.0

Key:zoho_books-list-expenses

View on GitHub

Zoho Books Overview#

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Action Code#

// legacy_hash_id: a_gnir81// legacy_hash_id: a_RAiV28
import {
  FILTER_BY_OPTIONS,
  SORT_COLUMN_OPTIONS,
  STATUS_OPTIONS,
} from "../../common/constants.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-list-expenses",
  name: "List Expenses",
  description: "List all the Expenses. [See the documentation](https://www.zoho.com/books/api/v3/expenses/#list-expenses)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoBooks,
    description: {
      type: "string",
      label: "Description",
      description: "Search expenses by description.Variants `description_startswith` and `description_contains`. Max-length [100]",
      optional: true,
    },
    referenceNumber: {
      type: "string",
      label: "Reference Number",
      description: "Search expenses by reference number. Variants `reference_number_startswith` and `reference_number_contains`. Max-length [100]",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Search expenses by expense date. Variants `date_start`, `date_end`, `date_before` and `date_after`. Format [yyyy-mm-dd]",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Search expenses by expense status.",
      options: STATUS_OPTIONS,
      optional: true,
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "Search expenses by amount.",
      optional: true,
    },
    accountName: {
      type: "string",
      label: "Account Name",
      description: "Search expenses by expense account name. Max-length [100]",
      optional: true,
    },
    customerName: {
      type: "string",
      label: "Customer Name",
      description: "Search expenses by customer name. Max-length [100]",
      optional: true,
    },
    vendorName: {
      type: "string",
      label: "Vendor Name",
      description: "Search expenses by vendor name.",
      optional: true,
    },
    customerId: {
      type: "string",
      label: "Customer Id",
      description: "ID of the expense account.",
      optional: true,
    },
    vendorId: {
      type: "string",
      label: "Vendor Id",
      description: "ID of the vendor the expense is made.",
      optional: true,
    },
    recurringExpenseId: {
      type: "string",
      label: "Recurring Expense Id",
      description: "Search expenses by recurring expense id.",
      optional: true,
    },
    paidThroughAccountId: {
      type: "string",
      label: "Paid Through Account Id",
      description: "Search expenses by paid through account id.",
      optional: true,
    },
    searchText: {
      type: "string",
      label: "Search Text",
      description: "Search expenses by account name or description or `customer name` or `vendor name`. Max-length [100]",
      optional: true,
    },
    sortColumn: {
      type: "string",
      label: "Sort Column",
      description: "Sort expenses.",
      optional: true,
      options: SORT_COLUMN_OPTIONS,
    },
    filterBy: {
      type: "string",
      label: "Filter By",
      description: "Filter expenses by expense status.",
      optional: true,
      options: FILTER_BY_OPTIONS,
    },
  },
  async run({ $ }) {
    const response = this.zohoBooks.paginate({
      fn: this.zohoBooks.listExpenses,
      fieldName: "expenses",
      params: {
        description: this.description,
        reference_number: this.referenceNumber,
        date: this.date,
        status: this.status,
        amount: this.amount,
        account_name: this.accountName,
        customer_name: this.customerName,
        vendor_name: this.vendorName,
        customer_id: this.customerId,
        vendor_id: this.vendorId,
        recurring_expense_id: this.recurringExpenseId,
        paid_through_account_id: this.paidThroughAccountId,
        search_text: this.searchText,
        sort_column: this.sortColumn,
        filter_by: this.filterBy,
      },
    });

    const responseArray = [];
    for await (const item of response) {
      responseArray.push(item);
    }

    $.export("$summary", `Successfully fetched ${responseArray.length} expenses(s)`);
    return responseArray;
  },
};

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
Zoho Books	`zohoBooks`	`app`	This component uses the Zoho Books app.
Description	`description`	`string`	Search expenses by description.Variants `description_startswith` and `description_contains`. Max-length [100]
Reference Number	`referenceNumber`	`string`	Search expenses by reference number. Variants `reference_number_startswith` and `reference_number_contains`. Max-length [100]
Date	`date`	`string`	Search expenses by expense date. Variants `date_start`, `date_end`, `date_before` and `date_after`. Format [yyyy-mm-dd]
Status	`status`	`string`	Select a value from the drop down menu:`unbilledinvoicedreimbursednon-billablebillable`
Amount	`amount`	`string`	Search expenses by amount.
Account Name	`accountName`	`string`	Search expenses by expense account name. Max-length [100]
Customer Name	`customerName`	`string`	Search expenses by customer name. Max-length [100]
Vendor Name	`vendorName`	`string`	Search expenses by vendor name.
Customer Id	`customerId`	`string`	ID of the expense account.
Vendor Id	`vendorId`	`string`	ID of the vendor the expense is made.
Recurring Expense Id	`recurringExpenseId`	`string`	Search expenses by recurring expense id.
Paid Through Account Id	`paidThroughAccountId`	`string`	Search expenses by paid through account id.
Search Text	`searchText`	`string`	Search expenses by account name or description or `customer name` or `vendor name`. Max-length [100]
Sort Column	`sortColumn`	`string`	Select a value from the drop down menu:`dateaccount_nametotalbcy_totalreference_numbercustomer_namecreated_time`
Filter By	`filterBy`	`string`	Select a value from the drop down menu:`Status.AllStatus.BillableStatus.NonbillableStatus.ReimbursedStatus.InvoicedStatus.Unbilled`

Action Authentication#

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

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

ZohoBooks.fullaccess.all

List Expenses with Zoho Books API on Project Item Status Changed from GitHub API

Pipedream makes it easy to connect APIs for Zoho Books, GitHub and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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