Create Expense with Remote API on New Row from PostgreSQL API

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New Row from the PostgreSQL API

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Create Expense with the Remote API

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Getting Started#

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

Select this integration
Configure the New Row trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
5. Optional- Select a Column
Configure the Create Expense action
1. Connect your Remote account
2. Configure Amount
3. Select a Currency
4. Select a Employment ID
5. Select a Expense Category Slug
6. Configure Expense Date
7. Configure Receipt Content File Path
8. Configure Receipt File Name
9. Configure Reviewed At
10. Optional- Configure Tax Amount
11. Optional- Configure Timezone
12. Configure Title
13. Configure syncDir
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 Row on PostgreSQL

Description:Emit new event when a new row is added to a table. [See the documentation](https://node-postgres.com/features/queries)

Version:3.0.8

Key:postgresql-new-row

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

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

export default {
  ...common,
  name: "New Row",
  key: "postgresql-new-row",
  description: "Emit new event when a new row is added to a table. [See the documentation](https://node-postgres.com/features/queries)",
  version: "3.0.8",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
    column: {
      propDefinition: [
        common.props.postgresql,
        "column",
        (c) => ({
          schema: c.schema,
          table: c.table,
        }),
      ],
      description: "An ID or timestamp column where new rows will always contain larger values than the previous row. Defaults to the table's primary key.",
      optional: true,
    },
  },
  hooks: {
    /** If column prop is left blank, get the table's primary key to use
     * for ordering and deduping. */
    async deploy() {
      const column = this.column
        ? this.column
        : await this.postgresql.getPrimaryKey(this.table, this.schema);

      const isColumnUnique = await this.isColumnUnique(this.schema, this.table, column);
      if (!isColumnUnique) {
        throw new Error("The column selected contains duplicate values. Column must be unique");
      }

      this._setColumn(column);

      await this.initialRows(this.schema, this.table, column);
    },
  },
  methods: {
    ...common.methods,
    _getColumn() {
      return this.db.get("column");
    },
    _setColumn(column) {
      this.db.set("column", column);
    },
    generateMeta(row, column) {
      return {
        id: row[column],
        summary: "New Row Added",
        ts: Date.now(),
      };
    },
  },
  async run() {
    const column = this._getColumn();
    await this.newRows(this.schema, this.table, column);
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications

About PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action#

Create Expense on Remote

Description:Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)

Version:0.0.1

Key:remote-create-expense

View on GitHub

Remote Overview#

The Remote API on Pipedream allows you to automate tasks related to global payroll, benefits, taxes, and compliance for a remote team. By integrating the Remote API with Pipedream’s serverless platform, you can create workflows that react to events within Remote, or from other sources. Automate employee onboarding, offboarding, and data sync between Remote and your HR systems. Effectively, you can connect Remote to 3,000+ other apps to streamline HR processes, gather insights, and maintain up-to-date records across all your platforms.

Action Code#

import { getFileStreamAndMetadata } from "@pipedream/platform";
import remote from "../../remote.app.mjs";

export default {
  key: "remote-create-expense",
  name: "Create Expense",
  description: "Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)",
  version: "0.0.1",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    remote,
    amount: {
      type: "integer",
      label: "Amount",
      description: "The amount of the expense",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "The currency of the expense",
      options: [
        "USD",
        "EUR",
        "CAD",
      ],
    },
    employmentId: {
      propDefinition: [
        remote,
        "employmentId",
      ],
    },
    expenseCategorySlug: {
      propDefinition: [
        remote,
        "expenseCategorySlug",
        ({ employmentId }) => ({
          employmentId,
        }),
      ],
    },
    expenseDate: {
      type: "string",
      label: "Expense Date",
      description: "Date of the purchase, which must be in the past. **Format: YYYY-MM-DD**",
    },
    receiptContentFilePath: {
      type: "string",
      label: "Receipt Content File Path",
      description: "The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)",
    },
    receiptFileName: {
      type: "string",
      label: "Receipt File Name",
      description: "The file name",
    },
    reviewedAt: {
      type: "string",
      label: "Reviewed At",
      description: "The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. **Format: YYYY-MM-DDTHH:MM:SS**",
    },
    taxAmount: {
      type: "integer",
      label: "Tax Amount",
      description: "The tax amount of the expense",
      optional: true,
    },
    timezone: {
      type: "string",
      label: "Timezone",
      description: "The timezone of the expense. [TZ identifier](https://www.iana.org/time-zones)",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the expense",
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
    },
  },
  methods: {
    async streamToBase64(stream) {
      return new Promise((resolve, reject) => {
        const chunks = [];

        stream.on("data", (chunk) => {
          chunks.push(chunk);
        });

        stream.on("end", () => {
          const buffer = Buffer.concat(chunks);
          resolve(buffer.toString("base64"));
        });

        stream.on("error", (err) => {
          reject(err);
        });
      });
    },
  },
  async run({ $ }) {
    const {
      stream, metadata,
    } = await getFileStreamAndMetadata(this.receiptContentFilePath);
    const base64String = await this.streamToBase64(stream);

    const response = await this.remote.createExpense({
      $,
      data: {
        amount: this.amount,
        currency: this.currency,
        employment_id: this.employmentId,
        expense_date: this.expenseDate,
        title: this.title,
        receipt: {
          content: `data:${metadata.contentType};base64,${base64String}`,
          name: this.receiptFileName,
        },
        expense_category_slug: this.expenseCategorySlug,
        reviewed_at: this.reviewedAt,
        tax_amount: this.taxAmount,
        timezone: this.timezone,
      },
    });

    $.export("$summary", `Successfully created expense with ID: ${response?.data?.expense?.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.

Label	Prop	Type	Description
Remote	`remote`	`app`	This component uses the Remote app.
Amount	`amount`	`integer`	The amount of the expense
Currency	`currency`	`string`	Select a value from the drop down menu:`USDEURCAD`
Employment ID	`employmentId`	`string`	Select a value from the drop down menu.
Expense Category Slug	`expenseCategorySlug`	`string`	Select a value from the drop down menu.
Expense Date	`expenseDate`	`string`	Date of the purchase, which must be in the past. Format: YYYY-MM-DD
Receipt Content File Path	`receiptContentFilePath`	`string`	The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)
Receipt File Name	`receiptFileName`	`string`	The file name
Reviewed At	`reviewedAt`	`string`	The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. Format: YYYY-MM-DDTHH:MM:SS
Tax Amount	`taxAmount`	`integer`	The tax amount of the expense
Timezone	`timezone`	`string`	The timezone of the expense. TZ identifier
Title	`title`	`string`	The title of the expense
syncDir	`syncDir`	`dir`