Create Offer with Firmao API on Custom Interval from Schedule API

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Trigger workflow on

Custom Interval from the Schedule API

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Create Offer with the Firmao API

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Getting Started#

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

Select this integration
Configure the Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Offer action
1. Connect your Firmao account
2. Configure Unique Number
3. Select a Offer Type
4. Select a Offer Mode
5. Configure Offer Date
6. Optional- Configure Net Price
7. Optional- Configure Gross Price
8. Optional- Configure VAT Price
9. Optional- Select a Currency
10. Optional- Configure Valid From
11. Optional- Select a Offer Status
12. Optional- Configure Payment Date
13. Optional- Configure Customer Address Post Code
14. Optional- Configure Days To Due Date
15. Optional- Select a Customer
16. Optional- Configure Customer Address City
17. Optional- Configure Customer Address Country
18. Optional- Configure Customer Address Street
19. Optional- Configure NIP Number
20. Optional- Configure Issuing Person
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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

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: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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 Offer on Firmao

Description:Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)

Version:0.0.1

Key:firmao-create-offer

View on GitHub

Firmao Overview#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Action Code#

import app from "../../firmao.app.mjs";
import constants from "../common/constants.mjs";

export default {
  key: "firmao-create-offer",
  name: "Create Offer",
  description: "Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    number: {
      type: "string",
      label: "Unique Number",
      description: "Unique number of the offer.",
    },
    type: {
      type: "string",
      label: "Offer Type",
      description: "Type of the offer.",
      options: constants.OFFER_TYPE,
    },
    mode: {
      type: "string",
      label: "Offer Mode",
      description: "Mode of the offer.",
      options: constants.OFFER_MODE,
    },
    offerDate: {
      type: "string",
      label: "Offer Date",
      description: "Date of the offer. e.g `2012-07-17T00:00:00+02:00`",
    },
    netPrice: {
      type: "string",
      label: "Net Price",
      description: "Net price of the offer.",
      optional: true,
    },
    grossPrice: {
      type: "string",
      label: "Gross Price",
      description: "Gross price of the offer.",
      optional: true,
    },
    vatPrice: {
      type: "string",
      label: "VAT Price",
      description: "Value Added Tax price of the offer.",
      optional: true,
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Currency of the offer.",
      options: constants.OFFER_CURRENCY,
      optional: true,
    },
    validFrom: {
      type: "string",
      label: "Valid From",
      description: "Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    offerStatus: {
      type: "string",
      label: "Offer Status",
      description: "Status of the offer.",
      options: constants.OFFER_STATUS,
      optional: true,
    },
    paymentDate: {
      type: "string",
      label: "Payment Date",
      description: "Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    customerAddressPostCode: {
      type: "string",
      label: "Customer Address Post Code",
      description: "Post code of the customer's address.",
      optional: true,
    },
    daysToDueDate: {
      type: "integer",
      label: "Days To Due Date",
      description: "Number of days to the due date of the offer.",
      optional: true,
    },
    customer: {
      type: "string",
      label: "Customer",
      description: "Customer ID to be added in an offer",
      optional: true,
      propDefinition: [
        app,
        "customers",
      ],
    },
    customerAddressCity: {
      type: "string",
      label: "Customer Address City",
      description: "City of the customer's address.",
      optional: true,
    },
    customerAddressCountry: {
      type: "string",
      label: "Customer Address Country",
      description: "Country of the customer's address.",
      optional: true,
    },
    customerAddressStreet: {
      type: "string",
      label: "Customer Address Street",
      description: "Street of the customer's address.",
      optional: true,
    },
    nipNumber: {
      type: "string",
      label: "NIP Number",
      description: "NIP number of the customer.",
      optional: true,
    },
    issuingPerson: {
      type: "string",
      label: "Issuing Person",
      description: "Person issuing the offer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      "nettoPrice": this.netPrice,
      "bruttoPrice": this.grossPrice,
      "vatPrice": this.vatPrice,
      "currency": this.currency,
      "paymentType": this.paymentType,
      "paymentDate": this.paymentDate,
      "offerDate": this.offerDate,
      "validFrom": this.validFrom,
      "type": this.type,
      "mode": this.mode,
      "offerStatus": this.offerStatus,
      "customerAddress.postCode": this.customerAddressPostCode,
      "daysToDueDate": this.daysToDueDate,
      "customer": this.customer,
      "customerAddress.city": this.customerAddressCity,
      "customerAddress.country": this.customerAddressCountry,
      "customerAddress.street": this.customerAddressStreet,
      "nipNumber": this.nipNumber,
      "issuingPerson": this.issuingPerson,
      "number": this.number,
    };

    const offer = await this.app.createOffer({
      $,
      data,
    });
    $.export("$summary", "Successfully created offer");

    return offer;
  },
};

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
Firmao	`app`	`app`	This component uses the Firmao app.
Unique Number	`number`	`string`	Unique number of the offer.
Offer Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Offer", "value": "OFFER" }{ "label": "Order", "value": "ORDER" }`
Offer Mode	`mode`	`string`	Select a value from the drop down menu:`{ "label": "Sale", "value": "SALE" }{ "label": "Purchase", "value": "PURCHASE" }`
Offer Date	`offerDate`	`string`	Date of the offer. e.g `2012-07-17T00:00:00+02:00`
Net Price	`netPrice`	`string`	Net price of the offer.
Gross Price	`grossPrice`	`string`	Gross price of the offer.
VAT Price	`vatPrice`	`string`	Value Added Tax price of the offer.
Currency	`currency`	`string`	Select a value from the drop down menu:`{ "label": "Brazilian Reais", "value": "BRL" }{ "label": "Euro", "value": "EUR" }{ "label": "US Dollars", "value": "USD" }`
Valid From	`validFrom`	`string`	Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`
Offer Status	`offerStatus`	`string`	Select a value from the drop down menu:`{ "label": "New", "value": "NEW" }{ "label": "Sent", "value": "SENT" }{ "label": "During Negotiations", "value": "DURING_NEGOTIATIONS" }{ "label": "Accepted", "value": "ACCEPTED" }{ "label": "Rejected", "value": "REJECTED" }{ "label": "Executed", "value": "EXECUTED" }`
Payment Date	`paymentDate`	`string`	Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`
Customer Address Post Code	`customerAddressPostCode`	`string`	Post code of the customer's address.
Days To Due Date	`daysToDueDate`	`integer`	Number of days to the due date of the offer.
Customer	`customer`	`string`	Select a value from the drop down menu.
Customer Address City	`customerAddressCity`	`string`	City of the customer's address.
Customer Address Country	`customerAddressCountry`	`string`	Country of the customer's address.
Customer Address Street	`customerAddressStreet`	`string`	Street of the customer's address.
NIP Number	`nipNumber`	`string`	NIP number of the customer.
Issuing Person	`issuingPerson`	`string`	Person issuing the offer.

Action Authentication#

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

To retrieve your API Login and Password,