Bank Statements Report with Xero Accounting API on New Documents from Readwise API

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New Documents from the Readwise API

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Bank Statements Report with the Xero Accounting API

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Getting Started#

This integration creates a workflow with a Readwise 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 Documents trigger
1. Connect your Readwise account
2. Configure Polling interval
3. Optional- Select a Location
4. Optional- Select a Category
Configure the Bank Statements Report action
1. Connect your Xero Accounting account
2. Configure tenant_id
3. Configure bank_account_id
4. Optional- Configure from_date
5. Optional- Configure to_date
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 Documents on Readwise

Description:Emit new document [See the documentation](https://readwise.io/reader_api)

Version:0.0.1

Key:readwise-new-documents

View on GitHub

Readwise Overview#

The Readwise API allows you to access and manipulate your Readwise data, which includes highlights, notes, and books from your reading list. With this API, you can automate the retrieval of your reading highlights, synchronize them across various platforms, or trigger custom actions based on new highlights added. Pipedream, as a serverless integration and compute platform, enables you to create workflows that leverage the Readwise API to build powerful automations, connecting your reading insights to countless other apps and services to enrich productivity and data management.

Trigger Code#

import readwise from "../../readwise.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "readwise-new-documents",
  name: "New Documents",
  description: "Emit new document [See the documentation](https://readwise.io/reader_api)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    readwise,
    timer: {
      label: "Polling interval",
      description: "Pipedream polls the Readwise API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    location: {
      type: "string",
      label: "Location",
      description: "(Optional) The document's location. [See the documentation](https://readwise.io/reader_api).",
      options: ["new", "later", "shortlist", "archive", "feed"],
      optional: true,
    },
    category: {
      type: "string",
      label: "Category",
      description: "(Optional) The document's category. [See the documentation](https://readwise.io/reader_api).",
      options: ["article", "email", "rss", "highlight", "note", "pdf", "epub", "tweet", "video"],
      optional: true,
    },
  },
  hooks: {
    async activate() {
      await this.processEvent();
    },
  },
  methods: {
    async processDocuments(params) {
      const { results: events } = await this.readwise.listDocuments({
        params,
      });
      for (const event of events.slice(0, 100)) {
        this.emitEvent(event);
      }
    },
    async processEvent() {
      await this.processDocuments({
        location: this.location || "",
        category: this.category || "",
      });
    },
    emitEvent(event) {
      this.$emit(event, {
        id: event.id,
        summary: `New Document: ${event.id}`,
        ts: new Date(event.created_at),
      });
    },
  },
  async run() {
    return this.processEvent();
  },
};

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
Readwise	`readwise`	`app`	This component uses the Readwise app.
Polling interval	`timer`	`$.interface.timer`	Pipedream polls the Readwise API on this schedule
Location	`location`	`string`	Select a value from the drop down menu:`newlatershortlistarchivefeed`
Category	`category`	`string`	Select a value from the drop down menu:`articleemailrsshighlightnotepdfepubtweetvideo`

Trigger Authentication#

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

About Readwise#

Readwise makes it easy to revisit and learn from your ebook & article highlights.

Action#

Bank Statements Report on Xero Accounting

Description:Gets bank statements for the specified bank account.

Version:0.1.1

Key:xero_accounting_api-get-bank-statements-report

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#

// legacy_hash_id: a_zNiJzL
import { axios } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-get-bank-statements-report",
  name: "Bank Statements Report",
  description: "Gets bank statements for the specified bank account.",
  version: "0.1.1",
  type: "action",
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    },
    tenant_id: {
      type: "string",
      description: "Id of the organization tenant to use on the Xero Accounting API. See [Get Tenant Connections](https://pipedream.com/@sergio/xero-accounting-api-get-tenant-connections-p_OKCzOgn/edit) for a workflow example on how to pull this data.",
    },
    bank_account_id: {
      type: "string",
      description: "Xero identifier of the bank account to get bank statements of",
    },
    from_date: {
      type: "string",
      description: "Get the bank statements of the specified bank account from this date",
      optional: true,
    },
    to_date: {
      type: "string",
      description: "Get the bank statements of the specified bank account to this date",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://developer.xero.com/documentation/api/api-overview

    if (!this.tenant_id || !this.bank_account_id) {
      throw new Error("Must provide tenant_id, bank_account_id parameters.");
    }

    return await axios($, {
      url: "https://api.xero.com/api.xro/2.0/Reports/BankStatement",
      headers: {
        "Authorization": `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
        "xero-tenant-id": this.tenant_id,
      },
      params: {
        fromDate: this.from_date,
        toDate: this.to_date,
        bankAccountID: this.bank_account_id,
      },
    });
  },
};

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	`xero_accounting_api`	`app`	This component uses the Xero Accounting app.
tenant_id	`tenant_id`	`string`	Id of the organization tenant to use on the Xero Accounting API. See Get Tenant Connections for a workflow example on how to pull this data.
bank_account_id	`bank_account_id`	`string`	Xero identifier of the bank account to get bank statements of
from_date	`from_date`	`string`	Get the bank statements of the specified bank account from this date
to_date	`to_date`	`string`	Get the bank statements of the specified bank account to this date

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.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting#

Accounting Software

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Bank Statements Report with Xero Accounting API on New Documents from Readwise API

Pipedream makes it easy to connect APIs for Xero Accounting, Readwise and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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