Create Bank Transaction with Xero Accounting API on New Invoice from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for Xero Accounting, Keap (Infusionsoft) and 2,800+ other apps remarkably fast.

Trigger workflow on

New Invoice from the Keap (Infusionsoft) API

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Create Bank Transaction with the Xero Accounting API

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Getting Started#

This integration creates a workflow with a Keap (Infusionsoft) trigger and Xero Accounting action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Invoice trigger
1. Connect your Keap (Infusionsoft) account
Configure the Create Bank Transaction action
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Optional- Configure Bank account code
4. Optional- Configure Bank account ID
5. Optional- Configure Contact ID
6. Optional- Configure Contact name
7. Select a Type
8. Configure Line items
9. Optional- Configure Is reconciled
10. Optional- Configure Date
11. Optional- Configure Reference
12. Optional- Configure Currency code
13. Optional- Configure Currency rate
14. Optional- Configure URL
15. Optional- Select a Status
16. Optional- Select a Line amount types
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 Invoice on Keap (Infusionsoft)

Description:Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)

Version:0.0.1

Key:infusionsoft-new-invoice

View on GitHub

Keap (Infusionsoft) Overview#

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Trigger Code#

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    name: "New Invoice",
    description: "Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)",
    key: "infusionsoft-new-invoice",
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getHookType() {
            return "invoice.add";
        },
        getSummary({ id }) {
            return `Invoice ID ${id}`;
        },
    },
});

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
Keap (Infusionsoft)	`infusionsoft`	`app`	This component uses the Keap (Infusionsoft) app.
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.

Trigger Authentication#

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

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

About Keap (Infusionsoft)#

CRM, sales & marketing platform

Action#

Create Bank Transaction on Xero Accounting

Description:Create a new bank transaction [See the documentation](https://developer.xero.com/documentation/api/accounting/banktransactions#put-banktransactions)

Version:0.1.2

Key:xero_accounting_api-create-bank-transaction

View on GitHub

Xero Accounting Overview#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Action Code#

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

export default {
  key: "xero_accounting_api-create-bank-transaction",
  name: "Create Bank Transaction",
  description: "Create a new bank transaction [See the documentation](https://developer.xero.com/documentation/api/accounting/banktransactions#put-banktransactions)",
  version: "0.1.2",
  type: "action",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    bankAccountCode: {
      type: "string",
      label: "Bank account code",
      description: "The Account Code of the Bank Account of the transaction. If Code is not included then AccountID is required.",
      optional: true,
    },
    bankAccountId: {
      type: "string",
      label: "Bank account ID",
      description: "The ID of the Bank Account transaction. If AccountID is not included then Code is required.",
      optional: true,
    },
    contactId: {
      type: "string",
      label: "Contact ID",
      description: "Id of the contact associated to the bank transaction.",
      optional: true,
    },
    contactName: {
      type: "string",
      label: "Contact name",
      description: "Name of the contact associated to the bank transaction. If there is no contact matching this name, a new contact is created.",
      optional: true,
    },
    type: {
      type: "string",
      label: "Type",
      description: "See [Bank Transaction Types](https://developer.xero.com/documentation/api/types#BankTransactionTypes)",
      options: [
        "RECEIVE",
        "RECEIVE-OVERPAYMENT",
        "RECEIVE-PREPAYMENT",
        "SPEND",
        "SPEND-OVERPAYMENT",
        "SPEND-PREPAYMENT",
      ],
    },
    lineItems: {
      type: "object",
      label: "Line items",
      description: "See [LineItems](https://developer.xero.com/documentation/api/banktransactions#LineItemsPOST). The LineItems element can contain any number of individual LineItem sub-elements. At least **one** is required to create a bank transaction.",
    },
    isReconciled: {
      type: "boolean",
      label: "Is reconciled",
      description: "Boolean to show if transaction is reconciled. Conversion related apps can set the IsReconciled flag in scenarios when a matching bank statement line is not available. [Learn more](http://help.xero.com/#Q_BankRecNoImport)",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date of transaction - YYYY-MM-DD",
      optional: true,
    },
    reference: {
      type: "string",
      label: "Reference",
      description: "Reference for the transaction. Only supported for SPEND and RECEIVE transactions.",
      optional: true,
    },
    currencyCode: {
      type: "string",
      label: "Currency code",
      description: "The currency that bank transaction has been raised in (see [Currencies](https://developer.xero.com/documentation/api/currencies)). Setting currency is only supported on overpayments.",
      optional: true,
    },
    currencyRate: {
      type: "string",
      label: "Currency rate",
      description: "Exchange rate to base currency when money is spent or received. e.g. 0.7500 Only used for bank transactions in non base currency. If this isn't specified for non base currency accounts then either the user-defined rate (preference) or the [XE.com day rate](http://help.xero.com/#CurrencySettings$Rates) will be used. Setting currency is only supported on overpayments.",
      optional: true,
    },
    url: {
      type: "string",
      label: "URL",
      description: "URL link to a source document - shown as \"Go to App Name\"",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "See [Bank Transaction Status Codes](https://developer.xero.com/documentation/api/types#BankTransactionStatuses)",
      optional: true,
      options: [
        "AUTHORISED",
        "DELETED",
      ],
    },
    lineAmountTypes: {
      type: "string",
      label: "Line amount types",
      description: "Line amounts are exclusive of tax by default if you don't specify this element. See [Line Amount Types](https://developer.xero.com/documentation/api/types#LineAmountTypes)",
      optional: true,
      options: [
        "Exclusive",
        "Inclusive",
        "NoTax",
      ],
    },
  },
  async run({ $ }) {
    if (!this.bankAccountCode && !this.bankAccountId) {
      throw new ConfigurationError("Must provide one of **Bank Account Code** or **Bank Account ID** parameters.");
    }
    if (!this.contactId && !this.contactName) {
      throw new ConfigurationError("Must provide one of **Contact ID** or **Contact Name** parameters.");
    }

    const response = await this.xeroAccountingApi.createBankTransaction({
      $,
      tenantId: this.tenantId,
      data: {
        Type: this.type,
        BankAccount: {
          Code: this.bankAccountCode,
          AccountID: this.bankAccountId,
        },
        Contact: {
          ContactID: this.contactId,
          Name: this.contactName,
        },
        IsReconciled: this.isReconciled,
        Date: this.date,
        Reference: this.reference,
        CurrencyCode: this.currencyCode,
        CurrencyRate: this.currencyRate,
        Url: this.url,
        Status: this.status,
        Lineitems: this.lineItems,
        LineAmountTypes: this.lineAmountTypes,
      },
    });

    $.export("$summary", `Successfully created bank transaction with ID: ${response.BankTransactions[0].BankTransactionID}`);
    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.

Label	Prop	Type	Description
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Bank account code	`bankAccountCode`	`string`	The Account Code of the Bank Account of the transaction. If Code is not included then AccountID is required.
Bank account ID	`bankAccountId`	`string`	The ID of the Bank Account transaction. If AccountID is not included then Code is required.
Contact ID	`contactId`	`string`	Id of the contact associated to the bank transaction.
Contact name	`contactName`	`string`	Name of the contact associated to the bank transaction. If there is no contact matching this name, a new contact is created.
Type	`type`	`string`	Select a value from the drop down menu:`RECEIVERECEIVE-OVERPAYMENTRECEIVE-PREPAYMENTSPENDSPEND-OVERPAYMENTSPEND-PREPAYMENT`
Line items	`lineItems`	`object`	See LineItems. The LineItems element can contain any number of individual LineItem sub-elements. At least one is required to create a bank transaction.
Is reconciled	`isReconciled`	`boolean`	Boolean to show if transaction is reconciled. Conversion related apps can set the IsReconciled flag in scenarios when a matching bank statement line is not available. Learn more
Date	`date`	`string`	Date of transaction - YYYY-MM-DD
Reference	`reference`	`string`	Reference for the transaction. Only supported for SPEND and RECEIVE transactions.
Currency code	`currencyCode`	`string`	The currency that bank transaction has been raised in (see Currencies). Setting currency is only supported on overpayments.
Currency rate	`currencyRate`	`string`	Exchange rate to base currency when money is spent or received. e.g. 0.7500 Only used for bank transactions in non base currency. If this isn't specified for non base currency accounts then either the user-defined rate (preference) or the XE.com day rate will be used. Setting currency is only supported on overpayments.
URL	`url`	`string`	URL link to a source document - shown as "Go to App Name"
Status	`status`	`string`	Select a value from the drop down menu:`AUTHORISEDDELETED`
Line amount types	`lineAmountTypes`	`string`	Select a value from the drop down menu:`ExclusiveInclusiveNoTax`

Action Authentication#

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

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

offline_accessopenidprofileemailaccounting.transactionsaccounting.transactions.readaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

Create Bank Transaction with Xero Accounting API on New Invoice from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for Xero Accounting, Keap (Infusionsoft) 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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