Update Invoice with Teamleader Focus API on New Activity (Instant) from lemlist API

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Trigger workflow on

New Activity (Instant) from the lemlist API

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Update Invoice with the Teamleader Focus API

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Getting Started#

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

Select this integration
Configure the New Activity (Instant) trigger
1. Connect your lemlist account
2. Optional- Select a Campaign Id
Configure the Update Invoice action
1. Connect your Teamleader Focus account
2. Select a Invoice
3. Optional- Select a Contact
4. Optional- Configure Note
5. Optional- Select a Payment Term Type
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 Activity (Instant) on lemlist

Description:Emit new event for each new activity. [See docs here](https://developer.lemlist.com/#add-a-hook)

Version:0.0.1

Key:lemlist-new-activity

View on GitHub

lemlist Overview#

The lemlist API allows for the automation of personalized email outreach campaigns. With it, users can manage campaigns, leads, and handle email interactions programmatically. When utilized within Pipedream, this API enables the creation of seamless workflows that can bridge the gap between lead generation, email marketing, and follow-up processes, leading to more efficient engagement strategies.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Activity (Instant)",
  key: "lemlist-new-activity",
  description: "Emit new event for each new activity. [See docs here](https://developer.lemlist.com/#add-a-hook)",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getDataToEmit(activity) {
      const ts = new Date().getTime();
      return {
        id: `${activity.type}-${ts}`,
        summary: `New activity ${activity.type} received`,
        ts,
      };
    },
    async loadHistoricalData() {
      const activities = await this.lemlist.getActivities({
        params: {
          campaignId: this.campaignId || null,
          limit: 25,
        },
      });

      return activities.map((activity) => ({
        main: activity,
        sub: this.getDataToEmit(activity),
      }));
    },
    async proccessEvent({ body: activity }) {
      this.$emit(activity,  this.getDataToEmit(activity));
    },
  },
};

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
lemlist	`lemlist`	`app`	This component uses the lemlist app.
Campaign Id	`campaignId`	`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.

Trigger Authentication#

lemlist uses API keys for authentication. When you connect your lemlist account, Pipedream securely stores the keys so you can easily authenticate to lemlist APIs in both code and no-code steps.

Get your lemlist API key at the integration page.

About lemlist#

Personalize cold emails, automate follow-ups, and engage with leads across all channels

Action#

Update Invoice on Teamleader Focus

Description:Update a draft invoice. Booked invoices cannot be updated. [See the documentation](https://developer.teamleader.eu/#/reference/invoicing/invoices/invoices.update)

Version:0.0.4

Key:teamleader_focus-update-invoice

View on GitHub

Teamleader Focus Overview#

Teamleader Focus API lets you integrate your Teamleader account's features with Pipedream, enabling automation of various business processes. You can create, update, fetch, and manage data concerning contacts, companies, deals, projects, invoices, and tasks. Automating these aspects via Pipedream can streamline workflows, trigger actions based on events, and connect Teamleader Focus with other apps to enhance productivity.

Action Code#

import teamleaderFocus from "../../teamleader_focus.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "teamleader_focus-update-invoice",
  name: "Update Invoice",
  description: "Update a draft invoice. Booked invoices cannot be updated. [See the documentation](https://developer.teamleader.eu/#/reference/invoicing/invoices/invoices.update)",
  version: "0.0.4",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    teamleaderFocus,
    invoice: {
      propDefinition: [
        teamleaderFocus,
        "invoice",
      ],
    },
    customer: {
      propDefinition: [
        teamleaderFocus,
        "contact",
      ],
      optional: true,
    },
    note: {
      type: "string",
      label: "Note",
      description: "Comments about the invoice",
      optional: true,
    },
    paymentTermType: {
      type: "string",
      label: "Payment Term Type",
      description: "Type of payment term for the invoice",
      options: constants.PAYMENT_TERM_TYPES,
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.paymentTermType) {
      const { data: terms } = await this.teamleaderFocus.listPaymentTerms();
      const termDayOptions = terms.filter(({ type }) => type === this.paymentTermType).map(({ days }) => `${days}`);
      props.paymentTermDays = {
        type: "string",
        label: "Payment Term Days",
        description: "Number of days to apply to the payment term",
        options: termDayOptions,
        optional: this.paymentTermType === "cash"
          ? true
          : false,
      };
    }
    return props;
  },
  async run({ $ }) {
    const data = {
      id: this.invoice,
      note: this.note,
    };
    if (this.customer) {
      data.invoicee = {
        customer: {
          type: "contact",
          id: this.customer,
        },
      };
    }
    if (this.paymentTermType) {
      data.payment_term = {
        type: this.paymentTermType,
        days: this.paymentTermDays,
      };
    }

    const response = await this.teamleaderFocus.updateInvoice({
      data,
      $,
    });

    $.export("$summary", `Successfully updated invoice with ID ${this.invoice}`);

    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
Teamleader Focus	`teamleaderFocus`	`app`	This component uses the Teamleader Focus app.
Invoice	`invoice`	`string`	Select a value from the drop down menu.
Contact	`customer`	`string`	Select a value from the drop down menu.
Note	`note`	`string`	Comments about the invoice
Payment Term Type	`paymentTermType`	`string`	Select a value from the drop down menu:`{ "value": "cash", "label": "Cash - Direct payment, often cash" }{ "value": "end_of_month", "label": "End of Month - End of the month of Xth day after the invoice date" }{ "value": "after_invoice_date", "label": "After Invoice Date - X days after invoice date" }`

Action Authentication#

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

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

About Teamleader Focus#

Customer management, project management and invoicing in one handy tool.

More Ways to Connect Teamleader Focus + lemlist#

Other Popular Integrations#

Create Contact with Teamleader Focus API on New Activity (Instant) from lemlist API

lemlist + Teamleader Focus

Update Invoice with Teamleader Focus API on New Activity (Instant) from lemlist API

Pipedream makes it easy to connect APIs for Teamleader Focus, lemlist and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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