← Supabase + Pennylane integrations

Create Customer Invoice with Pennylane API on New Row Added from Supabase API

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New Row Added from the Supabase API
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Create Customer Invoice with the Pennylane API
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Getting Started

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

  1. Select this integration
  2. Configure the New Row Added trigger
    1. Connect your Supabase account
    2. Configure Table
    3. Optional- Configure Row Identifier
    4. Optional- Configure Column
    5. Optional- Select a Filter
    6. Optional- Configure Value
    7. Configure Order By
    8. Optional- Select a Sort Order
    9. Configure timer
  3. Configure the Create Customer Invoice action
    1. Connect your Pennylane account
    2. Configure Date
    3. Configure Deadline
    4. Optional- Configure External Id
    5. Optional- Configure PDF Invoice Free Text
    6. Optional- Configure PDF Invoice Subject
    7. Configure Draft
    8. Optional- Configure Currency
    9. Optional- Configure Special Mention
    10. Optional- Configure Discount
    11. Optional- Select a Language
    12. Select a Banking Provider
    13. Select a Provider Field Name
    14. Configure Provider Field Value
    15. Select a Customer Id
    16. Optional- Configure Line Items Sections Attributes
    17. Configure Line Items
    18. Optional- Configure Categories
    19. Configure Start Date
    20. Configure End Date
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for every new row added in a table. [See documentation here](https://supabase.com/docs/reference/javascript/select)
Version:0.0.4
Key:supabase-new-row-added

Supabase Overview

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Trigger Code

import base from "../common/base.mjs";
import {
  DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
  ConfigurationError,
} from "@pipedream/platform";
import constants from "../../common/constants.mjs";

export default {
  key: "supabase-new-row-added",
  name: "New Row Added",
  description: "Emit new event for every new row added in a table. [See documentation here](https://supabase.com/docs/reference/javascript/select)",
  version: "0.0.4",
  type: "source",
  props: {
    ...base.props,
    column: {
      propDefinition: [
        base.props.supabase,
        "column",
      ],
      optional: true,
    },
    filter: {
      propDefinition: [
        base.props.supabase,
        "filter",
      ],
      optional: true,
    },
    value: {
      propDefinition: [
        base.props.supabase,
        "value",
      ],
      optional: true,
    },
    orderBy: {
      propDefinition: [
        base.props.supabase,
        "column",
      ],
      label: "Order By",
      description: "Column name to order by",
    },
    sortOrder: {
      propDefinition: [
        base.props.supabase,
        "sortOrder",
      ],
    },
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getOffset() {
      return this.db.get("offset") || 0;
    },
    _setOffset(offset) {
      this.db.set("offset", offset);
    },
  },
  async run() {
    const {
      table,
      column,
      filter,
      value,
      orderBy,
      sortOrder,
      rowIdentifier,
    } = this;

    if ((column || filter || value) && !(column && filter && value)) {
      throw new ConfigurationError("If `column`, `filter`, or `value` is used, all three must be entered");
    }

    const offset = this._getOffset();
    const client = await this.supabase._client();
    const query = client
      .from(table)
      .select()
      .order(orderBy, {
        ascending: sortOrder,
      })
      .range(offset, offset + constants.MAX_OFFSET);

    if (filter) {
      const filterMethod = this.supabase[filter];
      filterMethod(query, column, value);
    }

    const { data } = await query;
    this._setOffset(offset + data.length);

    for (const row of data) {
      let summary = "New row in table";
      if (row[rowIdentifier]) {
        summary = `${summary}: ${row[rowIdentifier]}`;
      }
      this.$emit(row, {
        summary,
      });
    }
  },
};

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.
LabelPropTypeDescription
SupabasesupabaseappThis component uses the Supabase app.
Tabletablestring

The name of the table to watch for new rows

Row IdentifierrowIdentifierstring

The column name to use as the row identifier

Columncolumnstring

Column name to search by

FilterfilterstringSelect a value from the drop down menu:{ "label": "Equal", "value": "equalTo" }{ "label": "Not Equal", "value": "notEqualTo" }{ "label": "Greater Than", "value": "greaterThan" }{ "label": "Greater Than or Equal To", "value": "greaterThanOrEqualTo" }{ "label": "Less Than", "value": "lessThan" }{ "label": "Less Than or Equal To", "value": "lessThanOrEqualTo" }{ "label": "Contains (Case Sensitive)", "value": "patternMatch" }{ "label": "Contains (Case Insensitive)", "value": "patternMatchCaseInsensitive" }
Valuevaluestring

Value of the column specified to search for

Order ByorderBystring

Column name to order by

Sort OrdersortOrderstringSelect a value from the drop down menu:ascendingdescending
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

Supabase provides a Service Key to get started. You can find the service_role in the API Settings page.

Finding the Supabase subdomain

About Supabase

Supabase is an open source Firebase alternative.

Action

Description:Generates a new invoice for a customer using Pennylane. [See the documentation](https://pennylane.readme.io/reference/customer_invoices-post-1)
Version:0.0.1
Key:pennylane-create-customer-invoice

Action Code

import { ConfigurationError } from "@pipedream/platform";
import {
  BANKING_PROVIDER_OPTIONS,
  LANGUAGE_OPTIONS,
  PROVIDER_FIELD_NAMES_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pennylane from "../../pennylane.app.mjs";

export default {
  key: "pennylane-create-customer-invoice",
  name: "Create Customer Invoice",
  description: "Generates a new invoice for a customer using Pennylane. [See the documentation](https://pennylane.readme.io/reference/customer_invoices-post-1)",
  version: "0.0.1",
  type: "action",
  props: {
    pennylane,
    date: {
      type: "string",
      label: "Date",
      description: "Invoice date (ISO 8601)",
    },
    deadline: {
      type: "string",
      label: "Deadline",
      description: "Invoice payment deadline (ISO 8601)",
    },
    externalId: {
      type: "string",
      label: "External Id",
      description: "An id you can use to refer to the invoice from outside of Pennylane",
      optional: true,
    },
    pdfInvoiceFreeText: {
      type: "string",
      label: "PDF Invoice Free Text",
      description: "For example, the contact details of the person to contact",
      optional: true,
    },
    pdfInvoiceSubject: {
      type: "string",
      label: "PDF Invoice Subject",
      description: "Invoice title",
      optional: true,
    },
    draft: {
      type: "boolean",
      label: "Draft",
      description: "Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Invoice Currency (ISO 4217). Default is EUR.",
      optional: true,
    },
    specialMention: {
      type: "string",
      label: "Special Mention",
      description: "Additional details",
      optional: true,
    },
    discount: {
      type: "integer",
      label: "Discount",
      description: "Invoice discount (in percent)",
      optional: true,
    },
    language: {
      type: "string",
      label: "Language",
      description: "invoice pdf language",
      options: LANGUAGE_OPTIONS,
      optional: true,
    },
    bankingProvider: {
      type: "string",
      label: "Banking Provider",
      description: "The banking provider for the transaction",
      options: BANKING_PROVIDER_OPTIONS,
      reloadProps: true,
    },
    providerFieldName: {
      type: "string",
      label: "Provider Field Name",
      description: "Name of the field that you want to match",
      options: PROVIDER_FIELD_NAMES_OPTIONS,
      hidden: true,
    },
    providerFieldValue: {
      type: "string",
      label: "Provider Field Value",
      description: "Value that you want to match",
    },
    customerId: {
      propDefinition: [
        pennylane,
        "customerId",
      ],
    },
    lineItemsSectionsAttributes: {
      propDefinition: [
        pennylane,
        "lineItemsSectionsAttributes",
      ],
      optional: true,
    },
    lineItems: {
      propDefinition: [
        pennylane,
        "lineItems",
      ],
    },
    categories: {
      type: "string[]",
      label: "Categories",
      description: "A list of objects of categories",
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "Start date of the imputation period (ISO 8601)",
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "End date of the imputation period (ISO 8601)",
    },
  },
  async additionalProps(props) {
    if (this.bankingProvider === "stripe") {
      props.providerFieldName.hidden = false;
    }
    return {};
  },
  async run({ $ }) {
    try {
      const invoice = await this.pennylane.createInvoice({
        $,
        data: {
          create_customer: false,
          create_products: false,
          invoice: {
            date: this.date,
            deadline: this.deadline,
            external_id: this.externalId,
            pdf_invoice_free_text: this.pdfInvoiceFreeText,
            pdf_invoice_subject: this.pdfInvoiceSubject,
            draft: this.draft,
            currency: this.currency,
            special_mention: this.specialMention,
            discount: this.discount,
            language: this.language,
            transactions_reference: {
              banking_provider: this.bankingProvider,
              provider_field_name: (this.bankingProvider === "gocardless")
                ? "payment_id"
                : this.providerFieldName,
              provider_field_value: this.providerFieldValue,
            },
            customer: {
              source_id: this.customerId,
            },
            line_items_sections_attributes: parseObject(this.lineItemsSectionsAttributes),
            line_items: parseObject(this.lineItems),
            categories: parseObject(this.categories),
            imputation_dates: {
              start_date: this.startDate,
              end_date: this.endDate,
            },
          },
        },
      });

      $.export("$summary", `Created invoice with ID ${invoice.invoice.id}`);
      return invoice;
    } catch ({ response }) {
      throw new ConfigurationError(response?.data?.message || response?.data?.error);
    }
  },
};

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.

LabelPropTypeDescription
PennylanepennylaneappThis component uses the Pennylane app.
Datedatestring

Invoice date (ISO 8601)

Deadlinedeadlinestring

Invoice payment deadline (ISO 8601)

External IdexternalIdstring

An id you can use to refer to the invoice from outside of Pennylane

PDF Invoice Free TextpdfInvoiceFreeTextstring

For example, the contact details of the person to contact

PDF Invoice SubjectpdfInvoiceSubjectstring

Invoice title

Draftdraftboolean

Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!

Currencycurrencystring

Invoice Currency (ISO 4217). Default is EUR.

Special MentionspecialMentionstring

Additional details

Discountdiscountinteger

Invoice discount (in percent)

LanguagelanguagestringSelect a value from the drop down menu:en_GBfr_FR
Banking ProviderbankingProviderstringSelect a value from the drop down menu:gocardlessstripe
Provider Field ValueproviderFieldValuestring

Value that you want to match

Customer IdcustomerIdstringSelect a value from the drop down menu.
Line Items Sections AttributeslineItemsSectionsAttributesstring[]

A list of objects of items sections to be listed on the invoice. Example: [{"title": "Title","description": "description","rank": 1}] See the documentation from further information.

Line ItemslineItemsstring[]

A list of objects of items to be listed on the invoice. Example: [{"product": {"source_id": "0e67fc3c-c632-4feb-ad34-e18ed5fbf66a","unit": "20","price": "10.00","label": "Product label","vat_rate": "FR_09","currency": "EUR"},"quantity": 2,"label": "Line Item Label"}] See the documentation from further information.

Categoriescategoriesstring[]

A list of objects of categories

Start DatestartDatestring

Start date of the imputation period (ISO 8601)

End DateendDatestring

End date of the imputation period (ISO 8601)

Action Authentication

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

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

customer_invoices

About Pennylane

Pennylane brings together your finances, your accounting, and your Business Account!

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