Create Item 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

Next, do this

Create Item with the Xero Accounting API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

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 Item action
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Configure Code
4. Optional- Configure Inventory Asset Account Code
5. Optional- Configure Name
6. Optional- Configure Is Sold
7. Optional- Configure Is Purchased
8. Optional- Configure Description
9. Optional- Configure Purchase Description
10. Optional- Configure Purchase Details
11. Optional- Configure Sales Details
12. Optional- Select a Unitdp
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 Item on Xero Accounting

Description:Creates a new item.

Version:0.1.2

Key:xero_accounting_api-create-item

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-item",
  name: "Create Item",
  description: "Creates a new item.",
  version: "0.1.2",
  type: "action",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    code: {
      type: "string",
      label: "Code",
      description: "User defined item code (max length = 30)",
    },
    inventoryAssetAccountCode: {
      type: "string",
      label: "Inventory Asset Account Code",
      description: "The inventory asset [account](https://developer.xero.com/documentation/api/accounts/) for the item. The account must be of type INVENTORY. The COGSAccountCode in PurchaseDetails is also required to create a tracked item",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the item (max length = 50)",
      optional: true,
    },
    isSold: {
      type: "boolean",
      label: "Is Sold",
      description: "Boolean value, defaults to true. When IsSold is true the item will be available on sales transactions in the Xero UI. If IsSold is updated to false then Description and SalesDetails values will be nulled.",
      optional: true,
    },
    isPurchased: {
      type: "boolean",
      label: "Is Purchased",
      description: "Boolean value, defaults to true. When IsPurchased is true the item is available for purchase transactions in the Xero UI. If IsPurchased is updated to false then PurchaseDescription and PurchaseDetails values will be nulled.",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "The sales description of the item (max length = 4000)",
      optional: true,
    },
    purchaseDescription: {
      type: "string",
      label: "Purchase Description",
      description: "The purchase description of the item (max length = 4000)",
      optional: true,
    },
    purchaseDetails: {
      type: "string",
      label: "Purchase Details",
      description: "See Purchases & Sales. The [PurchaseDetails](https://developer.xero.com/documentation/api/items#PurchasesSales) element can contain a number of individual sub-elements.",
      optional: true,
    },
    salesDetails: {
      type: "string",
      label: "Sales Details",
      description: "See Purchases & Sales. The [SalesDetails](https://developer.xero.com/documentation/api/items#PurchasesSales) element can contain a number of individual sub-elements.",
      optional: true,
    },
    unitdp: {
      type: "string",
      label: "Unitdp",
      description: "By default UnitPrice is returned to two decimal places.",
      optional: true,
      options: [
        "2",
        "4",
      ],
    },
  },
  async run({ $ }) {
    if (!this.tenantId || !this.code) {
      throw new ConfigurationError("Must provide **Tenant ID**, and **Code** parameters.");
    }

    const response = await this.xeroAccountingApi.createItem({
      $,
      tenantId: this.tenantId,
      data: {
        Code: this.code,
        InventoryAssetAccountCode: this.inventoryAssetAccountCode,
        Name: this.name,
        IsSold: this.isSold,
        IsPurchased: this.isPurchased,
        Description: this.description,
        PurchaseDescription: this.purchaseDescription,
        PurchaseDetails: this.purchaseDetails,
        SalesDetails: this.salesDetails,
      },
      params: {
        unitdp: this.unitdp,
      },
    });

    $.export("$summary", `Successfully created item with code: ${this.code}`);
    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.
Code	`code`	`string`	User defined item code (max length = 30)
Inventory Asset Account Code	`inventoryAssetAccountCode`	`string`	The inventory asset account for the item. The account must be of type INVENTORY. The COGSAccountCode in PurchaseDetails is also required to create a tracked item
Name	`name`	`string`	The name of the item (max length = 50)
Is Sold	`isSold`	`boolean`	Boolean value, defaults to true. When IsSold is true the item will be available on sales transactions in the Xero UI. If IsSold is updated to false then Description and SalesDetails values will be nulled.
Is Purchased	`isPurchased`	`boolean`	Boolean value, defaults to true. When IsPurchased is true the item is available for purchase transactions in the Xero UI. If IsPurchased is updated to false then PurchaseDescription and PurchaseDetails values will be nulled.
Description	`description`	`string`	The sales description of the item (max length = 4000)
Purchase Description	`purchaseDescription`	`string`	The purchase description of the item (max length = 4000)
Purchase Details	`purchaseDetails`	`string`	See Purchases & Sales. The PurchaseDetails element can contain a number of individual sub-elements.
Sales Details	`salesDetails`	`string`	See Purchases & Sales. The SalesDetails element can contain a number of individual sub-elements.
Unitdp	`unitdp`	`string`	Select a value from the drop down menu:`24`

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 Item 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

1-24of2,800+apps by most popular

1
-
24
of
2,800+
apps by most popular