Update Invoice with Teamleader Focus API

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Update Invoice with the Teamleader Focus API

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Getting Started#

Create a workflow to Update Invoice with the Teamleader Focus API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Update Invoice action
1. Connect your Teamleader Focus account
2. Select a Invoice
3. Optional- Select a Contact
4. Optional- Configure Note
5. Optional- Select a Payment Term Type
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Update Invoice with Teamleader Focus API on New Scheduled Tasks from Pipedream API

Pipedream + Teamleader Focus

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Update Invoice on Teamleader Focus

Description:Update a draft invoice. Booked invoices cannot be updated. [See the documentation](https://developer.teamleader.eu/#/reference/invoicing/invoices/invoices.update)

Version:0.0.2

Key:teamleader_focus-update-invoice

View on GitHub

Code#

import teamleaderFocus from "../../teamleader_focus.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "teamleader_focus-update-invoice",
  name: "Update Invoice",
  description: "Update a draft invoice. Booked invoices cannot be updated. [See the documentation](https://developer.teamleader.eu/#/reference/invoicing/invoices/invoices.update)",
  version: "0.0.2",
  type: "action",
  props: {
    teamleaderFocus,
    invoice: {
      propDefinition: [
        teamleaderFocus,
        "invoice",
      ],
    },
    customer: {
      propDefinition: [
        teamleaderFocus,
        "contact",
      ],
      optional: true,
    },
    note: {
      type: "string",
      label: "Note",
      description: "Comments about the invoice",
      optional: true,
    },
    paymentTermType: {
      type: "string",
      label: "Payment Term Type",
      description: "Type of payment term for the invoice",
      options: constants.PAYMENT_TERM_TYPES,
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.paymentTermType) {
      const { data: terms } = await this.teamleaderFocus.listPaymentTerms();
      const termDayOptions = terms.filter(({ type }) => type === this.paymentTermType).map(({ days }) => `${days}`);
      props.paymentTermDays = {
        type: "string",
        label: "Payment Term Days",
        description: "Number of days to apply to the payment term",
        options: termDayOptions,
        optional: this.paymentTermType === "cash"
          ? true
          : false,
      };
    }
    return props;
  },
  async run({ $ }) {
    const data = {
      id: this.invoice,
      note: this.note,
    };
    if (this.customer) {
      data.invoicee = {
        customer: {
          type: "contact",
          id: this.customer,
        },
      };
    }
    if (this.paymentTermType) {
      data.payment_term = {
        type: this.paymentTermType,
        days: this.paymentTermDays,
      };
    }

    const response = await this.teamleaderFocus.updateInvoice({
      data,
      $,
    });

    $.export("$summary", `Successfully updated invoice with ID ${this.invoice}`);

    return response;
  },
};

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
Teamleader Focus	`teamleaderFocus`	`app`	This component uses the Teamleader Focus app.
Invoice	`invoice`	`string`	Select a value from the drop down menu.
Contact	`customer`	`string`	Select a value from the drop down menu.
Note	`note`	`string`	Comments about the invoice
Payment Term Type	`paymentTermType`	`string`	Select a value from the drop down menu:`{ "value": "cash", "label": "Cash - Direct payment, often cash" }{ "value": "end_of_month", "label": "End of Month - End of the month of Xth day after the invoice date" }{ "value": "after_invoice_date", "label": "After Invoice Date - X days after invoice date" }`

Authentication#

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

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