Create Customer with Zoho Subscriptions API on New Invoice from Stripe API

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Trigger workflow on

New Invoice from the Stripe API

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Create Customer with the Zoho Subscriptions API

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Getting Started#

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

Select this integration
Configure the New Invoice trigger
1. Connect your Stripe account
Configure the Create Customer action
1. Connect your Zoho Subscriptions account
2. Select a Organization Id
3. Configure Display Name
4. Optional- Configure Salutation
5. Optional- Configure First Name
6. Optional- Configure Last Name
7. Configure Email
8. Optional- Configure Company Name
9. Optional- Configure Phone
10. Optional- Configure Mobile
11. Optional- Configure Department
12. Optional- Configure Designation
13. Optional- Configure Website
14. Optional- Configure Attention
15. Optional- Configure Street
16. Optional- Configure City
17. Optional- Configure State
18. Optional- Configure Zip
19. Optional- Configure Country
20. Optional- Configure State Code
21. Optional- Configure Fax
22. Optional- Configure Attention
23. Optional- Configure Street
24. Optional- Configure City
25. Optional- Configure State
26. Optional- Configure Zip
27. Optional- Configure Country
28. Optional- Configure State Code
29. Optional- Configure Fax
30. Optional- Configure Payment Terms
31. Optional- Configure Payment Terms Label
32. Optional- Configure Currency Code
33. Optional- Configure ACH Supported
34. Optional- Configure Twitter
35. Optional- Configure Facebook
36. Optional- Configure Skype
37. Optional- Configure Notes
38. Optional- Configure Is Portal Enabled
39. Optional- Configure GTS Number
40. Optional- Select a GST Treatment
41. Optional- Configure Place Of Contact
42. Optional- Select a VAT Treatment
43. Optional- Configure Tax Registration Number
44. Optional- Configure TDS Tax Id
45. Optional- Select a Tax Treatment
46. Optional- Select a Tax Regime
47. Optional- Configure Is TDS Registered
48. Optional- Configure VAT Registration Number
49. Optional- Configure Is Taxable
50. Optional- Configure Tax Id
51. Optional- Configure Tax Authority Id
52. Optional- Configure Tax Authority Name
53. Optional- Configure Tax Exemption Id
54. Optional- Configure Tax Exemption Code
55. Optional- Configure Invoice Template Id
56. Optional- Configure Credit Note Template Id
57. Optional- Configure Custom Fields
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 Invoice on Stripe

Description:Emit new event for each new invoice

Version:0.1.1

Key:stripe-new-invoice

View on GitHub

Stripe Overview#

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Trigger Code#

import common from "../common/webhook-base.mjs";

export default {
  ...common,
  key: "stripe-new-invoice",
  name: "New Invoice",
  type: "source",
  version: "0.1.1",
  description: "Emit new event for each new invoice",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "invoice.created",
      ];
    },
  },
};

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
Stripe	`stripe`	`app`	This component uses the Stripe app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

Create a Stripe API key
Click "Create Restricted Key"
Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe#

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

Action#

Create Customer on Zoho Subscriptions

Description:Create a new customer. [See the documentation](https://www.zoho.com/subscriptions/api/v1/customers/#create-a-customer)

Version:0.0.1

Key:zoho_subscriptions-create-customer

View on GitHub

Zoho Subscriptions Overview#

The Zoho Subscriptions API allows you to manage various aspects of subscription-based billing services. With this API, you can automate tasks such as creating subscriptions, handling customer billing info, and managing invoices. In Pipedream, you can harness this API to build workflows that respond to events in Zoho Subscriptions or to perform actions based on triggers from other apps. This enables seamless automation of billing operations and integration with your broader app ecosystem.

Action Code#

import zohoSubscriptions from "../../zoho_subscriptions.app.mjs";

export default {
  key: "zoho_subscriptions-create-customer",
  name: "Create Customer",
  version: "0.0.1",
  description: "Create a new customer. [See the documentation](https://www.zoho.com/subscriptions/api/v1/customers/#create-a-customer)",
  type: "action",
  props: {
    zohoSubscriptions,
    organizationId: {
      propDefinition: [
        zohoSubscriptions,
        "organizationId",
      ],
    },
    displayName: {
      type: "string",
      label: "Display Name",
      description: "Name of the customer which will be displayed in the interface and invoices.",
    },
    salutation: {
      type: "string",
      label: "Salutation",
      description: "Salutation of the customer.",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the customer.",
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Registered name of the company the customer represents.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Customer's landline or fixed-line number.",
      optional: true,
    },
    mobile: {
      type: "string",
      label: "Mobile",
      description: "Customer's mobile phone number.",
      optional: true,
    },
    department: {
      type: "string",
      label: "Department",
      description: "Customer's department.",
      optional: true,
    },
    designation: {
      type: "string",
      label: "Designation",
      description: "Customer's designation.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Customer's website if any.",
      optional: true,
    },
    billingAddressAttention: {
      type: "string",
      label: "Attention",
      description: "Attention of the customer's billing address.",
      optional: true,
    },
    billingAddressStreet: {
      type: "string",
      label: "Street",
      description: "Street of the customer's billing address.",
      optional: true,
    },
    billingAddressCity: {
      type: "string",
      label: "City",
      description: "City of the customer's billing address.",
      optional: true,
    },
    billingAddressState: {
      type: "string",
      label: "State",
      description: "State of the customer's billing address.",
      optional: true,
    },
    billingAddressZip: {
      type: "string",
      label: "Zip",
      description: "Zip of the customer's billing address.",
      optional: true,
    },
    billingAddressCountry: {
      type: "string",
      label: "Country",
      description: "Country of the customer's billing address.",
      optional: true,
    },
    billingAddressStateCode: {
      type: "string",
      label: "State Code",
      description: "State Code of the customer's billing address.",
      optional: true,
    },
    billingAddressFax: {
      type: "string",
      label: "Fax",
      description: "Fax of the customer's billing address.",
      optional: true,
    },
    shippingAddressAttention: {
      type: "string",
      label: "Attention",
      description: "Attention of the customer's shipping address.",
      optional: true,
    },
    shippingAddressStreet: {
      type: "string",
      label: "Street",
      description: "Street of the customer's shipping address.",
      optional: true,
    },
    shippingAddressCity: {
      type: "string",
      label: "City",
      description: "City of the customer's shipping address.",
      optional: true,
    },
    shippingAddressState: {
      type: "string",
      label: "State",
      description: "State of the customer's shipping address.",
      optional: true,
    },
    shippingAddressZip: {
      type: "string",
      label: "Zip",
      description: "Zip of the customer's shipping address.",
      optional: true,
    },
    shippingAddressCountry: {
      type: "string",
      label: "Country",
      description: "Country of the customer's shipping address.",
      optional: true,
    },
    shippingAddressStateCode: {
      type: "string",
      label: "State Code",
      description: "State Code of the customer's shipping address.",
      optional: true,
    },
    shippingAddressFax: {
      type: "string",
      label: "Fax",
      description: "Fax of the customer's shipping address.",
      optional: true,
    },
    paymentTerms: {
      propDefinition: [
        zohoSubscriptions,
        "paymentTerms",
      ],
      description: "Net payment term for the customer.",
      optional: true,
    },
    paymentTermsLabel: {
      propDefinition: [
        zohoSubscriptions,
        "paymentTermsLabel",
      ],
      description: "Text field of payment terms.",
      optional: true,
    },
    currencyCode: {
      type: "string",
      label: "Currency Code",
      description: "Currency code of the currency in which the customer wants to pay. If **Currency Code** is not specified here, the currency chosen in your Zoho Subscriptions organization will be used for billing.",
      optional: true,
    },
    achSupported: {
      type: "boolean",
      label: "ACH Supported",
      description: "Set to true if ACH payment is supported for the customer. Default is `false`",
      optional: true,
    },
    twitter: {
      type: "string",
      label: "Twitter",
      description: "Twitter profile of the customer.",
      optional: true,
    },
    facebook: {
      type: "string",
      label: "Facebook",
      description: "Facebook profile of the customer.",
      optional: true,
    },
    skype: {
      type: "string",
      label: "Skype",
      description: "Skype ID of the customer.",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "A short note about the customer.",
      optional: true,
    },
    isPortalEnabled: {
      type: "boolean",
      label: "Is Portal Enabled",
      description: "Is Client portal enabled for the customer.",
      optional: true,
    },
    gstNo: {
      type: "string",
      label: "GTS Number",
      description: "GSTIN Number for the customer. `India GTS only`.",
      optional: true,
    },
    gstTreatment: {
      type: "string",
      label: "GST Treatment",
      description: "GST Treatment for the customer. `India GTS only`.",
      options: [
        "business_gst",
        "business_none",
        "consumer",
        "overseas",
        "business_gst",
        "business_none",
        "consumer",
        "overseas",
      ],
      optional: true,
    },
    placeOfContact: {
      type: "string",
      label: "Place Of Contact",
      description: "Customer's place of contact. `India GTS only`.",
      optional: true,
    },
    vatTreatment: {
      type: "string",
      label: "VAT Treatment",
      description: "VAT treatment of the contact. `VAT only`.",
      options: [
        "uk",
        "eu_vat_registered",
        "overseas",
      ],
      optional: true,
    },
    taxRegNo: {
      type: "string",
      label: "Tax Registration Number",
      description: "12 digit Tax Registration number of a contact with Tax treatment as **home_country_mexico**, **border_region_mexico**, **non_mexico**. Consumers generic RFC: `XAXX010101000`, Overseas generic RFC: `XEXX010101000`. `Mexico only`.",
      optional: true,
    },
    tdsTaxId: {
      type: "string",
      label: "TDS Tax Id",
      description: "ID of the TDS tax. `Mexico only`.",
      optional: true,
    },
    taxTreatment: {
      type: "string",
      label: "Tax Treatment",
      description: "VAT treatment of the contact. `Mexico only`.",
      options: [
        "home_country_mexico",
        "border_region_mexico",
        "non_mexico",
      ],
      optional: true,
    },
    taxRegime: {
      type: "string",
      label: "Tax Regime",
      description: "Tax Regime of the contact. `Mexico only`.",
      options: [
        "general_legal_person",
        "legal_entities_non_profit",
        "resident_abroad",
        "production_cooperative_societies",
        "agricultural_livestock",
        "optional_group_of_companies",
        "coordinated",
        "simplified_trust",
        "wages_salaries_income",
        "lease",
        "property_disposal_acquisition",
        "other_income",
        "resident_abroad",
        "divident_income",
        "individual_business_professional",
        "interest_income",
        "income_obtaining_price",
        "no_tax_obligation",
        "tax_incorporation",
        "income_through_technology_platform",
        "simplified_trust",
      ],
      optional: true,
    },
    isTdsRegistered: {
      type: "boolean",
      label: "Is TDS Registered",
      description: "Boolean to check if tax is registered. `Mexico only`.",
      optional: true,
    },
    vatRegNo: {
      type: "string",
      label: "VAT Registration Number",
      description: "VAT Registration number of a contact with length should be between 2 and 12 characters. `VAT only`.",
      optional: true,
    },
    isTaxable: {
      type: "boolean",
      label: "Is Taxable",
      description: "Set to true if customer's transactions must be tax inclusive. `Sales Tax` , `GST only`",
      optional: true,
    },
    taxId: {
      type: "string",
      label: "Tax Id",
      description: "Unique ID of the tax or tax group that can be collected from the contact. Tax can be given only if **Is Taxable** is `true`.",
      optional: true,
    },
    taxAuthorityId: {
      type: "string",
      label: "Tax Authority Id",
      description: "Unique ID of the tax authority. Tax authority depends on the location of the customer. For example, if the customer is located in NY, then the tax authority is NY tax authority.",
      optional: true,
    },
    taxAuthorityName: {
      type: "string",
      label: "Tax Authority Name",
      description: "Unique name of the tax authority. Either **Tax Authority Id** or **Tax Authority Name** can be given.",
      optional: true,
    },
    taxExemptionId: {
      type: "string",
      label: "Tax Exemption Id",
      description: "Unique ID of the tax exemption. `Sales Tax` , `GST only`",
      optional: true,
    },
    taxExemptionCode: {
      type: "string",
      label: "Tax Exemption Code",
      description: "Unique code of the tax exemption. `Sales Tax` , `GST only`",
      optional: true,
    },
    invoiceTemplateId: {
      type: "string",
      label: "Invoice Template Id",
      description: "Unique Id used to denote the invoice template.",
      optional: true,
    },
    creditnoteTemplateId: {
      type: "string",
      label: "Credit Note Template Id",
      description: "Unique Id used to denote the credit note template.",
      optional: true,
    },
    customFields: {
      propDefinition: [
        zohoSubscriptions,
        "customFields",
      ],
      description: "Additional fields for customers.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      zohoSubscriptions,
      organizationId,
      displayName,
      firstName,
      lastName,
      companyName,
      billingAddressAttention,
      billingAddressStreet,
      billingAddressCity,
      billingAddressState,
      billingAddressZip,
      billingAddressCountry,
      billingAddressStateCode,
      billingAddressFax,
      shippingAddressAttention,
      shippingAddressStreet,
      shippingAddressCity,
      shippingAddressState,
      shippingAddressZip,
      shippingAddressCountry,
      shippingAddressStateCode,
      shippingAddressFax,
      paymentTerms,
      paymentTermsLabel,
      currencyCode,
      achSupported,
      isPortalEnabled,
      gstNo,
      gstTreatment,
      placeOfContact,
      vatTreatment,
      taxRegNo,
      tdsTaxId,
      taxTreatment,
      taxRegime,
      isTdsRegistered,
      vatRegNo,
      isTaxable,
      taxId,
      taxAuthorityId,
      taxAuthorityName,
      taxExemptionId,
      taxExemptionCode,
      invoiceTemplateId,
      creditnoteTemplateId,
      customFields,
      ...data
    } = this;

    const response = await zohoSubscriptions.createCustomer({
      $,
      organizationId,
      data: {
        ...data,
        display_name: displayName,
        first_name: firstName,
        last_name: lastName,
        company_name: companyName,
        billing_address: {
          attention: billingAddressAttention,
          street: billingAddressStreet,
          city: billingAddressCity,
          state: billingAddressState,
          zip: billingAddressZip,
          country: billingAddressCountry,
          stateCode: billingAddressStateCode,
          fax: billingAddressFax,
        },
        shipping_address: {
          attention: shippingAddressAttention,
          street: shippingAddressStreet,
          city: shippingAddressCity,
          state: shippingAddressState,
          zip: shippingAddressZip,
          country: shippingAddressCountry,
          stateCode: shippingAddressStateCode,
          fax: shippingAddressFax,
        },
        payment_terms: paymentTerms,
        payment_terms_label: paymentTermsLabel,
        currency_code: currencyCode,
        ach_supported: achSupported,
        is_portal_enabled: isPortalEnabled,
        gst_no: gstNo,
        gst_treatment: gstTreatment,
        place_of_contact: placeOfContact,
        vat_treatment: vatTreatment,
        tax_reg_no: taxRegNo,
        tds_tax_id: tdsTaxId,
        tax_treatment: taxTreatment,
        tax_regime: taxRegime,
        is_tds_registered: isTdsRegistered,
        vat_reg_no: vatRegNo,
        is_taxable: isTaxable,
        tax_id: taxId,
        tax_authority_id: taxAuthorityId,
        tax_authority_name: taxAuthorityName,
        tax_exemption_id: taxExemptionId,
        tax_exemption_code: taxExemptionCode,
        default_templates: {
          invoice_template_id: invoiceTemplateId,
          creditnote_template_id: creditnoteTemplateId,
        },
        custom_fields: customFields && Object.entries(customFields).map(([
          key,
          value,
        ]) => ({
          label: key,
          value: value,
        })),
      },
    });

    $.export("$summary", `A new customer with Id: ${response.customer?.customer_id} was successfully created!`);
    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
Zoho Subscriptions	`zohoSubscriptions`	`app`	This component uses the Zoho Subscriptions app.
Organization Id	`organizationId`	`string`	Select a value from the drop down menu.
Display Name	`displayName`	`string`	Name of the customer which will be displayed in the interface and invoices.
Salutation	`salutation`	`string`	Salutation of the customer.
First Name	`firstName`	`string`	First name of the customer.
Last Name	`lastName`	`string`	Last name of the customer.
Email	`email`	`string`	Email address of the customer.
Company Name	`companyName`	`string`	Registered name of the company the customer represents.
Phone	`phone`	`string`	Customer's landline or fixed-line number.
Mobile	`mobile`	`string`	Customer's mobile phone number.
Department	`department`	`string`	Customer's department.
Designation	`designation`	`string`	Customer's designation.
Website	`website`	`string`	Customer's website if any.
Attention	`billingAddressAttention`	`string`	Attention of the customer's billing address.
Street	`billingAddressStreet`	`string`	Street of the customer's billing address.
City	`billingAddressCity`	`string`	City of the customer's billing address.
State	`billingAddressState`	`string`	State of the customer's billing address.
Zip	`billingAddressZip`	`string`	Zip of the customer's billing address.
Country	`billingAddressCountry`	`string`	Country of the customer's billing address.
State Code	`billingAddressStateCode`	`string`	State Code of the customer's billing address.
Fax	`billingAddressFax`	`string`	Fax of the customer's billing address.
Attention	`shippingAddressAttention`	`string`	Attention of the customer's shipping address.
Street	`shippingAddressStreet`	`string`	Street of the customer's shipping address.
City	`shippingAddressCity`	`string`	City of the customer's shipping address.
State	`shippingAddressState`	`string`	State of the customer's shipping address.
Zip	`shippingAddressZip`	`string`	Zip of the customer's shipping address.
Country	`shippingAddressCountry`	`string`	Country of the customer's shipping address.
State Code	`shippingAddressStateCode`	`string`	State Code of the customer's shipping address.
Fax	`shippingAddressFax`	`string`	Fax of the customer's shipping address.
Payment Terms	`paymentTerms`	`integer`	Net payment term for the customer.
Payment Terms Label	`paymentTermsLabel`	`string`	Text field of payment terms.
Currency Code	`currencyCode`	`string`	Currency code of the currency in which the customer wants to pay. If Currency Code is not specified here, the currency chosen in your Zoho Subscriptions organization will be used for billing.
ACH Supported	`achSupported`	`boolean`	Set to true if ACH payment is supported for the customer. Default is `false`
Twitter	`twitter`	`string`	Twitter profile of the customer.
Facebook	`facebook`	`string`	Facebook profile of the customer.
Skype	`skype`	`string`	Skype ID of the customer.
Notes	`notes`	`string`	A short note about the customer.
Is Portal Enabled	`isPortalEnabled`	`boolean`	Is Client portal enabled for the customer.
GTS Number	`gstNo`	`string`	GSTIN Number for the customer. `India GTS only`.
GST Treatment	`gstTreatment`	`string`	Select a value from the drop down menu:`business_gstbusiness_noneconsumeroverseasbusiness_gstbusiness_noneconsumeroverseas`
Place Of Contact	`placeOfContact`	`string`	Customer's place of contact. `India GTS only`.
VAT Treatment	`vatTreatment`	`string`	Select a value from the drop down menu:`ukeu_vat_registeredoverseas`
Tax Registration Number	`taxRegNo`	`string`	12 digit Tax Registration number of a contact with Tax treatment as home_country_mexico, border_region_mexico, non_mexico. Consumers generic RFC: `XAXX010101000`, Overseas generic RFC: `XEXX010101000`. `Mexico only`.
TDS Tax Id	`tdsTaxId`	`string`	ID of the TDS tax. `Mexico only`.
Tax Treatment	`taxTreatment`	`string`	Select a value from the drop down menu:`home_country_mexicoborder_region_mexiconon_mexico`
Tax Regime	`taxRegime`	`string`	Select a value from the drop down menu:`general_legal_personlegal_entities_non_profitresident_abroadproduction_cooperative_societiesagricultural_livestockoptional_group_of_companiescoordinatedsimplified_trustwages_salaries_incomeleaseproperty_disposal_acquisitionother_incomeresident_abroaddivident_incomeindividual_business_professionalinterest_incomeincome_obtaining_priceno_tax_obligationtax_incorporationincome_through_technology_platformsimplified_trust`
Is TDS Registered	`isTdsRegistered`	`boolean`	Boolean to check if tax is registered. `Mexico only`.
VAT Registration Number	`vatRegNo`	`string`	VAT Registration number of a contact with length should be between 2 and 12 characters. `VAT only`.
Is Taxable	`isTaxable`	`boolean`	Set to true if customer's transactions must be tax inclusive. `Sales Tax` , `GST only`
Tax Id	`taxId`	`string`	Unique ID of the tax or tax group that can be collected from the contact. Tax can be given only if Is Taxable is `true`.
Tax Authority Id	`taxAuthorityId`	`string`	Unique ID of the tax authority. Tax authority depends on the location of the customer. For example, if the customer is located in NY, then the tax authority is NY tax authority.
Tax Authority Name	`taxAuthorityName`	`string`	Unique name of the tax authority. Either Tax Authority Id or Tax Authority Name can be given.
Tax Exemption Id	`taxExemptionId`	`string`	Unique ID of the tax exemption. `Sales Tax` , `GST only`
Tax Exemption Code	`taxExemptionCode`	`string`	Unique code of the tax exemption. `Sales Tax` , `GST only`
Invoice Template Id	`invoiceTemplateId`	`string`	Unique Id used to denote the invoice template.
Credit Note Template Id	`creditnoteTemplateId`	`string`	Unique Id used to denote the credit note template.
Custom Fields	`customFields`	`object`	Additional fields for customers.

Action Authentication#

Zoho Subscriptions uses OAuth authentication. When you connect your Zoho Subscriptions account, Pipedream will open a popup window where you can sign into Zoho Subscriptions and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Subscriptions API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoSubscriptions.fullaccess.all

About Zoho Subscriptions#

Subscription billing software, crafted for growing businesses.

More Ways to Connect Zoho Subscriptions + Stripe#

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