Create Invoice with Finmei API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Create Invoice with the Finmei API

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Getting Started#

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

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Invoice action
1. Connect your Finmei account
2. Select a Type
3. Configure Date
4. Configure Series
5. Configure Currency
6. Configure Buyer
7. Configure Product(s)
8. Optional- Configure Use Default Seller Info
9. Optional- Configure Additional Options
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Invoice on Finmei

Description:Generates a new invoice within Finmei. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0)

Version:0.0.2

Key:finmei-create-invoice

View on GitHub

Finmei Overview#

The Finmei API offers access to a platform geared towards financial data management. With Pipedream, you can harness this API to craft serverless workflows that automate financial tasks, integrate with other services, and streamline data analysis. This includes tracking expenses, aggregating financial reports, or syncing data across different financial tools. Pipedream's no-code platform allows you to connect Finmei to hundreds of other apps, trigger actions based on various events, and manage data with built-in CRON scheduling.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { INVOICE_TYPES } from "../../common/constants.mjs";
import finmei from "../../finmei.app.mjs";
import { parseAsJSON } from "../../common/utils.mjs";

export default {
  key: "finmei-create-invoice",
  name: "Create Invoice",
  description:
    "Generates a new invoice within Finmei. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    finmei,
    type: {
      type: "string",
      label: "Type",
      description: "The type of invoice to create",
      options: INVOICE_TYPES,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date showed in the invoice. Format: `YYYY-MM-DD`",
    },
    series: {
      type: "string",
      label: "Series",
      description: "Invoice series in string format",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Uppercase three letter currency code, e.g. `USD`",
    },
    buyer: {
      type: "object",
      label: "Buyer",
      description:
        "The buyer info, as an object. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for the properties. Example: `{ \"type\": \"company\", \"company_name\": \"My Company\" }`",
    },
    products: {
      type: "string[]",
      label: "Product(s)",
      description:
        "One or more products as JSON-stringified objects. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for the properties. Example: `{ \"name\": \"My Product\", \"units\": \"pcs\", \"quantity\": 2, \"price\": 10 }`",
    },
    useDefaultSellerInfo: {
      type: "boolean",
      label: "Use Default Seller Info",
      description:
        "If true, you do not need to provide seller info. Your business info and latest invoice information will be used.",
      optional: true,
      default: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description:
        "Additional parameters to send in the request. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for available parameters. Values will be parsed as JSON where applicable.",
      optional: true,
    },
  },
  async run({ $ }) {
    let products, buyer;
    try {
      const value = parseAsJSON(this.products);
      products = value.map(parseAsJSON);
    } catch (e) {
      throw new ConfigurationError(
        `Error parsing JSON value in \`Product(s)\` prop as JSON: \`${e}\``,
      );
    }
    try {
      buyer = parseAsJSON(this.buyer);
    } catch (e) {
      throw new ConfigurationError(
        `Error parsing JSON value in \`Product(s)\` prop as JSON: \`${e}\``,
      );
    }

    let additionalOptions = Object.fromEntries(
      Object.entries(this.additionalOptions ?? {}).map(([
        key,
        value,
      ]) => {
        // optional JSON parsing
        try {
          return [
            key,
            JSON.parse(value),
          ];
        } catch (e) {
          return [
            key,
            value,
          ];
        }
      }),
    );

    const response = await this.finmei.createInvoice({
      $,
      data: {
        type: this.type,
        invoice_date: this.date,
        series: this.series,
        currency: this.currency,
        use_default_seller_info: this.useDefaultSellerInfo,
        buyer,
        products,
        ...additionalOptions,
      },
    });
    $.export(
      "$summary",
      `Successfully created invoice (ID: ${response?.data?.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
Finmei	`finmei`	`app`	This component uses the Finmei app.
Type	`type`	`string`	Select a value from the drop down menu:`regular_invoicevat_invoicepreliminary_invoicepreliminary_vat_invoicecredit_invoicecredit_vat_invoice`
Date	`date`	`string`	Date showed in the invoice. Format: `YYYY-MM-DD`
Series	`series`	`string`	Invoice series in string format
Currency	`currency`	`string`	Uppercase three letter currency code, e.g. `USD`
Buyer	`buyer`	`object`	The buyer info, as an object. See the documentation for the properties. Example: `{ "type": "company", "company_name": "My Company" }`
Product(s)	`products`	`string[]`	One or more products as JSON-stringified objects. See the documentation for the properties. Example: `{ "name": "My Product", "units": "pcs", "quantity": 2, "price": 10 }`
Use Default Seller Info	`useDefaultSellerInfo`	`boolean`	If true, you do not need to provide seller info. Your business info and latest invoice information will be used.
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for available parameters. Values will be parsed as JSON where applicable.