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Create Billing Subscription with Pennylane API

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Create Billing Subscription with the Pennylane API
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Getting Started

Create a workflow to Create Billing Subscription with the Pennylane API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Billing Subscription action
    1. Connect your Pennylane account
    2. Optional- Configure Currency
    3. Select a Mode
    4. Configure Start
    5. Select a Payment Conditions
    6. Select a Payment Method
    7. Select a Recurring Rule Type
    8. Configure Day Of Month
    9. Select a Day Of Week
    10. Optional- Configure Interval
    11. Optional- Configure Count
    12. Optional- Configure Special Mention
    13. Optional- Configure Discount
    14. Select a Customer Id
    15. Optional- Configure Line Items Sections Attributes
    16. Configure Invoice Lines
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Billing Subscription with Pennylane API on New Requests (Payload Only) from HTTP / Webhook API
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Create Billing Subscription with Pennylane API on New Submission from Typeform API
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Create Billing Subscription with Pennylane API on New Submission (Instant) from Jotform API
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Create Billing Subscription with Pennylane API on New Scheduled Tasks from Pipedream API
Pipedream + Pennylane
 
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Create Billing Subscription with Pennylane API on New Download Counts from npm API
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Billing Subscription on Pennylane
Description:Creates a billing subscription for a customer. [See the documentation](https://pennylane.readme.io/reference/billing_subscriptions-post-1).
Version:0.0.1
Key:pennylane-create-billing-subscription

Code

import {
  DAY_OF_WEEK_OPTIONS,
  MODE_OPTIONS,
  PAYMENT_CONDITIONS_OPTIONS,
  PAYMENT_METHOD_OPTIONS,
  RECURRING_RULE_TYPE,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pennylane from "../../pennylane.app.mjs";

export default {
  key: "pennylane-create-billing-subscription",
  name: "Create Billing Subscription",
  description: "Creates a billing subscription for a customer. [See the documentation](https://pennylane.readme.io/reference/billing_subscriptions-post-1).",
  version: "0.0.1",
  type: "action",
  props: {
    pennylane,
    currency: {
      type: "string",
      label: "Currency",
      description: "Invoice Currency (ISO 4217). Default is EUR.",
      optional: true,
    },
    mode: {
      type: "string",
      label: "Mode",
      description: "Mode in which the new invoices will be created.",
      options: MODE_OPTIONS,
    },
    start: {
      type: "string",
      label: "Start",
      description: "Start date (ISO 8601)",
    },
    paymentConditions: {
      type: "string",
      label: "Payment Conditions",
      description: "Customer payment conditions",
      options: PAYMENT_CONDITIONS_OPTIONS,
    },
    paymentMethod: {
      type: "string",
      label: "Payment Method",
      description: "PaymentMethod",
      options: PAYMENT_METHOD_OPTIONS,
    },
    recurringRuleType: {
      type: "string",
      label: "Recurring Rule Type",
      description: "Type of the billing subscription's recurrence",
      options: RECURRING_RULE_TYPE,
      reloadProps: true,
    },
    dayOfMonth: {
      type: "integer",
      label: "Day Of Month",
      description: "The day of occurrences of the recurring rule",
      hidden: true,
    },
    dayOfWeek: {
      type: "string",
      label: "Day Of Week",
      description: "The day of occurrences of the recurring rule",
      options: DAY_OF_WEEK_OPTIONS,
      hidden: true,
    },
    interval: {
      type: "string",
      label: "Interval",
      description: "The interval of occurrences of the recurring rule",
      optional: true,
    },
    count: {
      type: "integer",
      label: "Count",
      description: "Number of occurrences of the recurring rule",
      optional: true,
    },
    specialMention: {
      type: "string",
      label: "Special Mention",
      description: "Additional details",
      optional: true,
    },
    discount: {
      type: "integer",
      label: "Discount",
      description: "Invoice discount (in percent)",
      optional: true,
    },
    customerId: {
      propDefinition: [
        pennylane,
        "customerId",
      ],
    },
    lineItemsSectionsAttributes: {
      propDefinition: [
        pennylane,
        "lineItemsSectionsAttributes",
      ],
      optional: true,
    },
    invoiceLines: {
      propDefinition: [
        pennylane,
        "lineItems",
      ],
      label: "Invoice Lines",
    },
  },
  async additionalProps(props) {
    switch (this.recurringRuleType) {
    case "monthly":
      props.dayOfMonth.hidden = false;
      props.dayOfWeek.hidden = true;
      break;
    case "weekly":
      props.dayOfMonth.hidden = true;
      props.dayOfWeek.hidden = false;
      break;
    case "yearly":
      props.dayOfMonth.hidden = true;
      props.dayOfWeek.hidden = true;
      break;
    }
    return {};
  },
  async run({ $ }) {
    const response = await this.pennylane.createBillingSubscription({
      $,
      data: {
        create_customer: false,
        create_products: false,
        billing_subscription: {
          currency: this.currency,
          mode: this.mode,
          start: this.start,
          payment_conditions: this.paymentConditions,
          payment_method: this.paymentMethod,
          recurring_rule: {
            type: this.recurringRuleType,
            day_of_month: this.dayOfMonth,
            day_of_week: this.dayOfWeek,
            interval: this.interval,
            count: this.count,
          },
          special_mention: this.specialMention,
          discount: this.discount,
          customer: {
            source_id: this.customerId,
          },
          line_items_sections_attributes: parseObject(this.lineItemsSectionsAttributes),
          invoice_lines: parseObject(this.invoiceLines),
        },
      },
    });
    $.export("$summary", `Created billing subscription with ID ${response.billing_subscription.id}`);
    return response;
  },
};

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
PennylanepennylaneappThis component uses the Pennylane app.
Currencycurrencystring

Invoice Currency (ISO 4217). Default is EUR.

ModemodestringSelect a value from the drop down menu:{ "label": "Draft invoices will be created", "value": "awaiting_validation" }{ "label": "Finalized invoices will be created", "value": "finalized" }{ "label": "Finalized invoices will be created and autimatically sent to the client at each new occurrence", "value": "email" }
Startstartstring

Start date (ISO 8601)

Payment ConditionspaymentConditionsstringSelect a value from the drop down menu:upon_receiptcustom15_days30_days45_days60_days
Payment MethodpaymentMethodstringSelect a value from the drop down menu:{ "label": "Offline - The subscription is not linked to a payment method", "value": "offline" }{ "label": "Gocardless Direct Debit - At each new occurrence the client will be automatically debited thanks to GoCardless", "value": "gocardless_direct_debit" }
Recurring Rule TyperecurringRuleTypestringSelect a value from the drop down menu:monthlyweeklyyearly
Intervalintervalstring

The interval of occurrences of the recurring rule

Countcountinteger

Number of occurrences of the recurring rule

Special MentionspecialMentionstring

Additional details

Discountdiscountinteger

Invoice discount (in percent)

Customer IdcustomerIdstringSelect a value from the drop down menu.
Line Items Sections AttributeslineItemsSectionsAttributesstring[]

A list of objects of items sections to be listed on the invoice. Example: [{"title": "Title","description": "description","rank": 1}] See the documentation from further information.

Invoice LinesinvoiceLinesstring[]

A list of objects of items to be listed on the invoice. Example: [{"product": {"source_id": "0e67fc3c-c632-4feb-ad34-e18ed5fbf66a","unit": "20","price": "10.00","label": "Product label","vat_rate": "FR_09","currency": "EUR"},"quantity": 2,"label": "Line Item Label"}] See the documentation from further information.

Authentication

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

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

customer_invoices

About Pennylane

Pennylane brings together your finances, your accounting, and your Business Account!

More Ways to Use Pennylane

Triggers

New Billing Subscription Created from the Pennylane API

Emit new event when a billing subscription is created.

 
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New Customer Created from the Pennylane API

Emit new event when a customer is created.

 
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New Customer Invoice Created or Imported from the Pennylane API

Emit new event when a new invoice is created or imported.

 
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Actions

Create Customer with the Pennylane API

Creates a new customer in Pennylane. See the documentation

 
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Create Customer Invoice with the Pennylane API

Generates a new invoice for a customer using Pennylane. See the documentation

 
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