Update Order with Billbee API on New PDF Engagement from PreciseFP API

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Trigger workflow on

New PDF Engagement from the PreciseFP API

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Update Order with the Billbee API

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Getting Started#

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

Select this integration
Configure the New PDF Engagement trigger
1. Connect your PreciseFP account
2. Configure Polling schedule
Configure the Update Order action
1. Connect your Billbee account
2. Select a Order ID
3. Optional- Configure Order Number
4. Optional- Configure VAT Mode
5. Optional- Configure Shipped At
6. Optional- Configure Payed At
7. Optional- Configure Seller Comment
8. Optional- Configure Invoice Number
9. Optional- Configure Invoice Date
10. Optional- Configure Shipping Cost
11. Optional- Configure Tax Rate 1
12. Optional- Configure Tax Rate 2
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 PDF Engagement on PreciseFP

Description:Trigger when a new PDF engagement is created. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#a12ecac7-6f7c-46bf-97b6-264479078474)

Version:0.0.1

Key:precisefp-new-pdf-engagement

View on GitHub

PreciseFP Overview#

The PreciseFP API integrates with Pipedream to automate workflows involving client data collection and management for financial professionals. By leveraging this API, you can streamline the process of gathering and updating client information, create trigger-based actions for client engagement, and sync data with other financial management tools. With Pipedream's serverless platform, these automations can run without manual intervention, connecting to countless other apps and services to create a seamless data flow.

Trigger Code#

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

export default {
  ...common,
  key: "precisefp-new-pdf-engagement",
  name: "New PDF Engagement",
  description: "Trigger when a new PDF engagement is created. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#a12ecac7-6f7c-46bf-97b6-264479078474)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "items";
    },
    getResourceFn() {
      return this.app.listPDFEngagements;
    },
    getResourceFnArgs() {
      return {
        params: {
          sort: "-created_at",
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Engagement: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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
PreciseFP	`app`	`app`	This component uses the PreciseFP app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

To retrieve your API Tokens,

Navigate to your PreciseFP account and sign in
Click the “Settings” menu on the bottom left
Go to “Integrations” > “API Tokens”

About PreciseFP#

PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

Action#

Update Order on Billbee

Description:Partially update an existing order. [See the documentation](https://app.billbee.io//swagger/ui/index#/Orders/OrderApi_PatchOrder)

Version:0.0.2

Key:billbee-update-order

View on GitHub

Action Code#

import app from "../../billbee.app.mjs";

export default {
  key: "billbee-update-order",
  name: "Update Order",
  description: "Partially update an existing order. [See the documentation](https://app.billbee.io//swagger/ui/index#/Orders/OrderApi_PatchOrder)",
  type: "action",
  version: "0.0.2",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    app,
    orderId: {
      propDefinition: [
        app,
        "orderId",
      ],
    },
    orderNumber: {
      type: "string",
      label: "Order Number",
      description: "The order number",
      optional: true,
    },
    vatMode: {
      type: "integer",
      label: "VAT Mode",
      description: "VAT mode for the order",
      optional: true,
    },
    shippedAt: {
      type: "string",
      label: "Shipped At",
      description: "Order shipped date (ISO format). Eg. `2025-01-01T00:00:00.000Z`",
      optional: true,
    },
    payedAt: {
      type: "string",
      label: "Payed At",
      description: "Order payment date (ISO format). Eg. `2025-01-01T00:00:00.000Z`",
      optional: true,
    },
    sellerComment: {
      type: "string",
      label: "Seller Comment",
      description: "Comment from the seller",
      optional: true,
    },
    invoiceNumber: {
      type: "integer",
      label: "Invoice Number",
      description: "The invoice number",
      optional: true,
    },
    invoiceDate: {
      type: "string",
      label: "Invoice Date",
      description: "Invoice date (ISO format). Eg. `2025-01-01T00:00:00.000Z`",
      optional: true,
    },
    shippingCost: {
      type: "string",
      label: "Shipping Cost",
      description: "Shipping cost for the order",
      optional: true,
    },
    taxRate1: {
      type: "string",
      label: "Tax Rate 1",
      description: "First tax rate",
      optional: true,
    },
    taxRate2: {
      type: "string",
      label: "Tax Rate 2",
      description: "Second tax rate",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      orderId,
      orderNumber,
      vatMode,
      shippedAt,
      payedAt,
      sellerComment,
      invoiceNumber,
      invoiceDate,
      shippingCost,
      taxRate1,
      taxRate2,
    } = this;

    const response = await app.updateOrder({
      $,
      orderId,
      data: {
        OrderNumber: orderNumber,
        VatMode: vatMode,
        ShippedAt: shippedAt,
        PayedAt: payedAt,
        SellerComment: sellerComment,
        InvoiceNumber: invoiceNumber,
        InvoiceDate: invoiceDate,
        ...(shippingCost && {
          ShippingCost: parseFloat(shippingCost),
        }),
        ...(taxRate1 && {
          TaxRate1: parseFloat(taxRate1),
        }),
        ...(taxRate2 && {
          TaxRate2: parseFloat(taxRate2),
        }),
      },
    });

    $.export("$summary", `Successfully updated order \`${response.Data?.BillBeeOrderId}\``);

    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
Billbee	`app`	`app`	This component uses the Billbee app.
Order ID	`orderId`	`string`	Select a value from the drop down menu.
Order Number	`orderNumber`	`string`	The order number
VAT Mode	`vatMode`	`integer`	VAT mode for the order
Shipped At	`shippedAt`	`string`	Order shipped date (ISO format). Eg. `2025-01-01T00:00:00.000Z`
Payed At	`payedAt`	`string`	Order payment date (ISO format). Eg. `2025-01-01T00:00:00.000Z`
Seller Comment	`sellerComment`	`string`	Comment from the seller
Invoice Number	`invoiceNumber`	`integer`	The invoice number
Invoice Date	`invoiceDate`	`string`	Invoice date (ISO format). Eg. `2025-01-01T00:00:00.000Z`
Shipping Cost	`shippingCost`	`string`	Shipping cost for the order
Tax Rate 1	`taxRate1`	`string`	First tax rate
Tax Rate 2	`taxRate2`	`string`	Second tax rate