← Google Calendar + Zoho Books integrations

Create Invoice with Zoho Books API on New Upcoming Event Alert from Google Calendar API

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New Upcoming Event Alert from the Google Calendar API
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Create Invoice with the Zoho Books API
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Getting Started

This integration creates a workflow with a Google Calendar trigger and Zoho Books 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 Upcoming Event Alert trigger
    1. Connect your Google Calendar account
    2. Connect your Google Calendar account
    3. Optional- Select a Calendar ID
    4. Optional- Select one or more Event Types
    5. Configure Minutes Before
  3. Configure the Create Invoice action
    1. Connect your Zoho Books account
    2. Select a Customer Id
    3. Optional- Configure Invoice Number
    4. Optional- Select a Place Of Supply
    5. Optional- Configure VAT Treatment
    6. Optional- Configure Reference Number
    7. Optional- Select a Template Id
    8. Optional- Configure Date
    9. Optional- Configure Payment Terms
    10. Optional- Configure Payment Terms Label
    11. Optional- Configure Due Date
    12. Optional- Configure Discount
    13. Optional- Configure Is Discount Before Tax
    14. Optional- Select a Discount Type
    15. Optional- Configure Is Inclusive Tax
    16. Optional- Configure Exchange Rate
    17. Optional- Select a Recurring Invoice Id
    18. Optional- Configure Invoiced Estimate Id
    19. Optional- Configure Salesperson Name
    20. Optional- Configure Custom Fields
    21. Optional- Configure Line Items
    22. Optional- Configure Payment Options
    23. Optional- Configure Allow Partial Payments
    24. Optional- Configure Custom Body
    25. Optional- Configure Custom Subject
    26. Optional- Configure Notes
    27. Optional- Configure Terms
    28. Optional- Configure Shipping Charge
    29. Optional- Configure Adjustment
    30. Optional- Configure Adjustment Description
    31. Optional- Configure Reason
    32. Optional- Select a Tax Authority Id
    33. Optional- Select a Tax Exemption Id
    34. Optional- Select a Tax Id
    35. Optional- Select a Expense Id
    36. Optional- Configure Salesorder Item Id
    37. Optional- Configure Avatax Tax Code
    38. Optional- Select one or more Time Entry Ids
    39. Optional- Configure Send
    40. Optional- Configure Ignore Auto Number Generation
  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 based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. [See the documentation](https://pipedream.com/docs/examples/waiting-to-execute-next-step-of-workflow/#step-1-create-a-task-scheduler-event-source) for more information and instructions for connecting your Pipedream account.
Version:0.0.10
Key:google_calendar-upcoming-event-alert

Google Calendar Overview

The Google Calendar API lets you dip into the powerhouse of scheduling, allowing for the reading, creation, and manipulation of events and calendars directly from your applications. Through Pipedream, you can seamlessly integrate Google Calendar into a myriad of workflows, automating event management, syncing with other services, setting up custom reminders, or even collating data for reporting. The key here is to streamline your calendar-related processes, ensuring that your time management is as efficient and automated as possible.

Trigger Code

import taskScheduler from "../../../pipedream/sources/new-scheduled-tasks/new-scheduled-tasks.mjs";
import googleCalendar from "../../google_calendar.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "google_calendar-upcoming-event-alert",
  name: "New Upcoming Event Alert",
  description: `Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler.
    [See the documentation](https://pipedream.com/docs/examples/waiting-to-execute-next-step-of-workflow/#step-1-create-a-task-scheduler-event-source) 
    for more information and instructions for connecting your Pipedream account.`,
  version: "0.0.10",
  type: "source",
  props: {
    pipedream: taskScheduler.props.pipedream,
    googleCalendar,
    db: "$.service.db",
    http: "$.interface.http",
    calendarId: {
      propDefinition: [
        googleCalendar,
        "calendarId",
      ],
    },
    eventTypes: {
      propDefinition: [
        googleCalendar,
        "eventTypes",
      ],
    },
    time: {
      type: "integer",
      label: "Minutes Before",
      description: "Number of minutes to trigger before the start of the calendar event.",
      min: 0,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.time > 0) {
      props.timer = {
        type: "$.interface.timer",
        description: "Poll the API to schedule alerts for any newly created events",
        default: {
          intervalSeconds: 60 * this.time,
        },
      };
    }
    return props;
  },
  hooks: {
    async deactivate() {
      const ids = this._getScheduledEventIds();
      if (!ids?.length) {
        return;
      }
      for (const id of ids) {
        if (await this.deleteEvent({
          body: {
            id,
          },
        })) {
          console.log("Cancelled scheduled event");
        }
      }
      this._setScheduledEventIds();
    },
  },
  methods: {
    ...taskScheduler.methods,
    _getScheduledEventIds() {
      return this.db.get("scheduledEventIds");
    },
    _setScheduledEventIds(ids) {
      this.db.set("scheduledEventIds", ids);
    },
    _getScheduledCalendarEventIds() {
      return this.db.get("scheduledCalendarEventIds");
    },
    _setScheduledCalendarEventIds(ids) {
      this.db.set("scheduledCalendarEventIds", ids);
    },
    _hasDeployed() {
      const result = this.db.get("hasDeployed");
      this.db.set("hasDeployed", true);
      return result;
    },
    subtractMinutes(date, minutes) {
      return date.getTime() - minutes * 60000;
    },
    async getCalendarEvents() {
      const calendarEvents = [];
      const params = {
        returnOnlyData: false,
        calendarId: this.calendarId,
        eventTypes: this.eventTypes,
      };
      do {
        const {
          data: {
            items, nextPageToken,
          },
        } = await this.googleCalendar.listEvents(params);
        if (items?.length) {
          calendarEvents.push(...items);
        }
        params.pageToken = nextPageToken;
      } while (params.pageToken);
      return calendarEvents;
    },
  },
  async run(event) {
    // self subscribe only on the first time
    if (!this._hasDeployed()) {
      await this.selfSubscribe();
    }

    const scheduledEventIds = this._getScheduledEventIds() || [];

    // incoming scheduled event
    if (event.$channel === this.selfChannel()) {
      const remainingScheduledEventIds = scheduledEventIds.filter((id) => id !== event["$id"]);
      this._setScheduledEventIds(remainingScheduledEventIds);
      this.emitEvent(event, `Upcoming ${event.summary} event`);
      return;
    }

    // schedule new events
    const scheduledCalendarEventIds = this._getScheduledCalendarEventIds() || {};
    const calendarEvents = await this.getCalendarEvents();

    for (const calendarEvent of calendarEvents) {
      const startTime = calendarEvent.start
        ? (new Date(calendarEvent.start.dateTime || calendarEvent.start.date))
        : null;
      if (!startTime
        || startTime.getTime() < Date.now()
        || scheduledCalendarEventIds[calendarEvent.id])
      {
        continue;
      }
      const later = new Date(this.subtractMinutes(startTime, this.time));

      const scheduledEventId = this.emitScheduleEvent(calendarEvent, later);
      scheduledEventIds.push(scheduledEventId);
      scheduledCalendarEventIds[calendarEvent.id] = true;
    }
    this._setScheduledEventIds(scheduledEventIds);
    this._setScheduledCalendarEventIds(scheduledCalendarEventIds);
  },
  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
Google CalendarpipedreamappThis component uses the Google Calendar app.
Google CalendargoogleCalendarappThis component uses the Google Calendar app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
Calendar IDcalendarIdstringSelect a value from the drop down menu.
Event TypeseventTypesstring[]Select a value from the drop down menu:defaultfocusTimeoutOfOfficeworkingLocation
Minutes Beforetimeinteger

Number of minutes to trigger before the start of the calendar event.

Trigger Authentication

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

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

https://www.googleapis.com/auth/calendar.eventshttps://www.googleapis.com/auth/calendar.readonlyhttps://www.googleapis.com/auth/calendar.settings.readonlyemailprofile

About Google Calendar

With Google Calendar, you can quickly schedule meetings and events and get reminders about upcoming activities, so you always know what’s next.

Action

Description:Creates an invoice for your customer. [See the documentation](https://www.zoho.com/books/api/v3/invoices/#create-an-invoice)
Version:0.3.0
Key:zoho_books-create-invoice

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_EVix1V
import { parseObject } from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-create-invoice",
  name: "Create Invoice",
  description: "Creates an invoice for your customer. [See the documentation](https://www.zoho.com/books/api/v3/invoices/#create-an-invoice)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoBooks,
    customerId: {
      propDefinition: [
        zohoBooks,
        "customerId",
      ],
      description: "ID of the customer the invoice has to be created.",
    },
    invoiceNumber: {
      type: "string",
      label: "Invoice Number",
      description: "Search invoices by invoice number. Max-length [100]",
      optional: true,
    },
    placeOfSupply: {
      propDefinition: [
        zohoBooks,
        "placeOfSupply",
      ],
      optional: true,
    },
    vatTreatment: {
      propDefinition: [
        zohoBooks,
        "vatTreatment",
      ],
      optional: true,
    },
    referenceNumber: {
      type: "string",
      label: "Reference Number",
      description: "The reference number of the invoice.",
      optional: true,
    },
    templateId: {
      propDefinition: [
        zohoBooks,
        "templateId",
      ],
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Search invoices by invoice date. Default date format is yyyy-mm-dd.",
      optional: true,
    },
    paymentTerms: {
      propDefinition: [
        zohoBooks,
        "paymentTerms",
      ],
      optional: true,
    },
    paymentTermsLabel: {
      propDefinition: [
        zohoBooks,
        "paymentTermsLabel",
      ],
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Search invoices by due date. Default date format is yyyy-mm-dd. `Variants: due_date_start, due_date_end, due_date_before and due_date_after`",
      optional: true,
    },
    discount: {
      propDefinition: [
        zohoBooks,
        "discount",
      ],
      optional: true,
      description: "Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190. Max-length [100]",
    },
    isDiscountBeforeTax: {
      propDefinition: [
        zohoBooks,
        "isDiscountBeforeTax",
      ],
      optional: true,
    },
    discountType: {
      propDefinition: [
        zohoBooks,
        "discountType",
      ],
      optional: true,
    },
    isInclusiveTax: {
      propDefinition: [
        zohoBooks,
        "isInclusiveTax",
      ],
      optional: true,
    },
    exchangeRate: {
      type: "string",
      label: "Exchange Rate",
      description: "Exchange rate of the currency.",
      optional: true,
    },
    recurringInvoiceId: {
      propDefinition: [
        zohoBooks,
        "recurringInvoiceId",
        ({ customerId }) => ({
          customerId,
        }),
      ],
      optional: true,
    },
    invoicedEstimateId: {
      type: "string",
      label: "Invoiced Estimate Id",
      description: "ID of the invoice from which the invoice is created.",
      optional: true,
    },
    salespersonName: {
      propDefinition: [
        zohoBooks,
        "salespersonName",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        zohoBooks,
        "customFields",
      ],
      description: "A list of custom fields objects for an invoice. **Example: {\"customfield_id\": 123123, \"value\": \"value\"}**",
      optional: true,
    },
    lineItems: {
      propDefinition: [
        zohoBooks,
        "lineItems",
      ],
      optional: true,
      description: "A list of line items objects of an estimate. **Example: {\"item_id\": \"1352827000000156060\", \"notes\": \"note\", \"name\": \"Item name\", \"quantity\": \"1\" }** [See the documentation](https://www.zoho.com/books/api/v3/invoices/#create-an-invoice) for further details.",
    },
    paymentOptions: {
      type: "object",
      label: "Payment Options",
      description: "Payment options for the invoice, online payment gateways and bank accounts. Will be displayed in the pdf. **Example: {\"payment_gateways\": [\"configured\": true, \"additional_field1\": \"standard\", \"gateway_name\": \"paypal\"]}** [See the documentation](https://www.zoho.com/books/api/v3/invoices/#create-an-invoice) for further details.",
      optional: true,
    },
    allowPartialPayments: {
      type: "boolean",
      label: "Allow Partial Payments",
      description: "Boolean to check if partial payments are allowed for the contact",
      optional: true,
    },
    customBody: {
      propDefinition: [
        zohoBooks,
        "customBody",
      ],
      optional: true,
    },
    customSubject: {
      propDefinition: [
        zohoBooks,
        "customSubject",
      ],
      optional: true,
    },
    notes: {
      propDefinition: [
        zohoBooks,
        "notes",
      ],
      description: "The notes added below expressing gratitude or for conveying some information.",
      optional: true,
    },
    terms: {
      propDefinition: [
        zohoBooks,
        "terms",
      ],
      optional: true,
    },
    shippingCharge: {
      propDefinition: [
        zohoBooks,
        "shippingCharge",
      ],
      optional: true,
    },
    adjustment: {
      propDefinition: [
        zohoBooks,
        "adjustment",
      ],
      optional: true,
    },
    adjustmentDescription: {
      propDefinition: [
        zohoBooks,
        "adjustmentDescription",
      ],
      optional: true,
    },
    reason: {
      type: "string",
      label: "Reason",
      optional: true,
    },
    taxAuthorityId: {
      propDefinition: [
        zohoBooks,
        "taxAuthorityId",
      ],
      optional: true,
    },
    taxExemptionId: {
      propDefinition: [
        zohoBooks,
        "taxExemptionId",
      ],
      optional: true,
    },
    taxId: {
      propDefinition: [
        zohoBooks,
        "taxId",
      ],
      optional: true,
    },
    expenseId: {
      propDefinition: [
        zohoBooks,
        "expenseId",
      ],
      optional: true,
    },
    salesorderItemId: {
      type: "string",
      label: "Salesorder Item Id",
      description: "ID of the sales order line item which is invoices.",
      optional: true,
    },
    avataxTaxCode: {
      type: "string",
      label: "Avatax Tax Code",
      description: "A tax code is a unique label used to group Items (products, services, or charges) together. Refer the [link][2] for more deails. Max-length [25]",
      optional: true,
    },
    timeEntryIds: {
      propDefinition: [
        zohoBooks,
        "timeEntryIds",
      ],
      optional: true,
    },
    send: {
      propDefinition: [
        zohoBooks,
        "send",
      ],
      optional: true,
    },
    ignoreAutoNumberGeneration: {
      propDefinition: [
        zohoBooks,
        "ignoreAutoNumberGeneration",
      ],
      optional: true,
      description: "Ignore auto estimate number generation for this estimate. This mandates the estimate number.",
    },
  },
  async run({ $ }) {
    const response = await this.zohoBooks.createInvoice({
      $,
      params: {
        send: this.send,
        ignore_auto_number_generation: this.ignoreAutoNumberGeneration,
      },
      data: {
        customer_id: this.customerId,
        invoice_number: this.invoiceNumber,
        place_of_supply: this.placeOfSupply,
        vat_treatment: this.vatTreatment,
        reference_number: this.referenceNumber,
        template_id: this.templateId,
        date: this.date,
        payment_terms: this.paymentTerms,
        payment_terms_label: this.paymentTermsLabel,
        due_date: this.dueDate,
        discount: this.discount && parseFloat(this.discount),
        is_discount_before_tax: this.isDiscountBeforeTax,
        discount_type: this.discountType,
        is_inclusive_tax: this.isInclusiveTax,
        exchange_rate: this.exchangeRate && parseFloat(this.exchangeRate),
        recurring_invoice_id: this.recurringInvoiceId,
        invoiced_estimate_id: this.invoicedEstimateId,
        salesperson_name: this.salespersonName,
        custom_fields: parseObject(this.customFields),
        line_items: parseObject(this.lineItems),
        payment_options: parseObject(this.paymentOptions),
        allow_partial_payments: this.allowPartialPayments,
        custom_body: this.customBody,
        custom_subject: this.customSubject,
        notes: this.notes,
        terms: this.terms,
        shipping_charge: this.shippingCharge && parseFloat(this.shippingCharge),
        adjustment: this.adjustment && parseFloat(this.adjustment),
        adjustment_description: this.adjustmentDescription,
        reason: this.reason,
        tax_authority_id: this.taxAuthorityId,
        tax_exemption_id: this.taxExemptionId,
        tax_id: this.taxId,
        expense_id: this.expenseId,
        salesorder_item_id: this.salesorderItemId,
        avatax_tax_code: this.avataxTaxCode,
        time_entry_ids: parseObject(this.timeEntryIds),
      },
    });

    $.export("$summary", `Invoice successfully created with Id: ${response.invoice.invoice_id}`);
    return response;
  },
};

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
Zoho BookszohoBooksappThis component uses the Zoho Books app.
Customer IdcustomerIdstringSelect a value from the drop down menu.
Invoice NumberinvoiceNumberstring

Search invoices by invoice number. Max-length [100]

Place Of SupplyplaceOfSupplystringSelect a value from the drop down menu:{ "label": "Abu Dhabi (UAE Supported)", "value": "AB" }{ "label": "Ajman (UAE Supported)", "value": "AJ" }{ "label": "Dubai (UAE Supported)", "value": "DU" }{ "label": "Fujairah (UAE Supported)", "value": "FU" }{ "label": "Ras al-Khaimah (UAE Supported)", "value": "RA" }{ "label": "Sharjah (UAE Supported)", "value": "SH" }{ "label": "Umm al-Quwain (UAE Supported)", "value": "UM" }{ "label": "United Arab Emirates (GCC Supported)", "value": "AE" }{ "label": "Saudi Arabia (GCC Supported)", "value": "SA" }{ "label": "Bahrain (GCC Supported)", "value": "BH" }{ "label": "Kuwait (GCC Supported)", "value": "KW" }{ "label": "Oman (GCC Supported)", "value": "OM" }{ "label": "Qatar (GCC Supported)", "value": "QA" }
VAT TreatmentvatTreatmentstring

Enter vat treatment.

Reference NumberreferenceNumberstring

The reference number of the invoice.

Template IdtemplateIdstringSelect a value from the drop down menu.
Datedatestring

Search invoices by invoice date. Default date format is yyyy-mm-dd.

Payment TermspaymentTermsinteger

Payment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this. Max-length [100]

Payment Terms LabelpaymentTermsLabelstring

Used to override the default payment terms label. Default value for 15 days is "Net 15 Days". Max-length [100]

Due DatedueDatestring

Search invoices by due date. Default date format is yyyy-mm-dd. Variants: due_date_start, due_date_end, due_date_before and due_date_after

Discountdiscountstring

Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190. Max-length [100]

Is Discount Before TaxisDiscountBeforeTaxboolean

Used to specify how the discount has to applied. Either before or after the calculation of tax.

Discount TypediscountTypestringSelect a value from the drop down menu:entity_levelitem_level
Is Inclusive TaxisInclusiveTaxboolean

Used to specify whether the line item rates are inclusive or exclusive of tax.

Exchange RateexchangeRatestring

Exchange rate of the currency.

Recurring Invoice IdrecurringInvoiceIdstringSelect a value from the drop down menu.
Invoiced Estimate IdinvoicedEstimateIdstring

ID of the invoice from which the invoice is created.

Salesperson NamesalespersonNamestring

Name of the sales person.

Custom FieldscustomFieldsstring[]

A list of custom fields objects for an invoice. Example: {"customfield_id": 123123, "value": "value"}

Line ItemslineItemsstring[]

A list of line items objects of an estimate. Example: {"item_id": "1352827000000156060", "notes": "note", "name": "Item name", "quantity": "1" } See the documentation for further details.

Payment OptionspaymentOptionsobject

Payment options for the invoice, online payment gateways and bank accounts. Will be displayed in the pdf. Example: {"payment_gateways": ["configured": true, "additional_field1": "standard", "gateway_name": "paypal"]} See the documentation for further details.

Allow Partial PaymentsallowPartialPaymentsboolean

Boolean to check if partial payments are allowed for the contact

Custom BodycustomBodystring
Custom SubjectcustomSubjectstring
Notesnotesstring

The notes added below expressing gratitude or for conveying some information.

Termstermsstring

The terms added below expressing gratitude or for conveying some information.

Shipping ChargeshippingChargestring

Shipping charges applied to the invoice.

Adjustmentadjustmentstring
Adjustment DescriptionadjustmentDescriptionstring
Reasonreasonstring
Tax Authority IdtaxAuthorityIdstringSelect a value from the drop down menu.
Tax Exemption IdtaxExemptionIdstringSelect a value from the drop down menu.
Tax IdtaxIdstringSelect a value from the drop down menu.
Expense IdexpenseIdstringSelect a value from the drop down menu.
Salesorder Item IdsalesorderItemIdstring

ID of the sales order line item which is invoices.

Avatax Tax CodeavataxTaxCodestring

A tax code is a unique label used to group Items (products, services, or charges) together. Refer the [link][2] for more deails. Max-length [25]

Time Entry IdstimeEntryIdsstring[]Select a value from the drop down menu.
Sendsendboolean

Send the estimate to the contact person(s) associated with the estimate.

Ignore Auto Number GenerationignoreAutoNumberGenerationboolean

Ignore auto estimate number generation for this estimate. This mandates the estimate number.

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

About Zoho Books

Online accounting software

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Emit new event when a Google Calendar event is created that matches a search

 
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New Cancelled Event from the Google Calendar API

Emit new event when a Google Calendar event is cancelled or deleted

 
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Add Attendees To Event with the Google Calendar API

Add attendees to an existing event. See the documentation

 
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Add Quick Event with the Google Calendar API

Create a quick event to the Google Calendar. See the documentation

 
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Create Event with the Google Calendar API

Create an event in a Google Calendar. See the documentation

 
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Delete an Event with the Google Calendar API

Delete an event from a Google Calendar. See the documentation

 
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List Calendars with the Google Calendar API

Retrieve a list of calendars from Google Calendar. See the documentation

 
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