← Teamleader Focus

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.

  1. 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
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Update Invoice with Teamleader Focus API on New Requests from HTTP / Webhook API
HTTP / Webhook + Teamleader Focus
 
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Update Invoice with Teamleader Focus API on New Submission from Typeform API
Typeform + Teamleader Focus
 
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Update Invoice with Teamleader Focus API on New Submission (Instant) from Jotform API
Jotform + Teamleader Focus
 
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Update Invoice with Teamleader Focus API on New Custom Webhook Events from Stripe API
Stripe + Teamleader Focus
 
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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

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.
LabelPropTypeDescription
Teamleader FocusteamleaderFocusappThis component uses the Teamleader Focus app.
InvoiceinvoicestringSelect a value from the drop down menu.
ContactcustomerstringSelect a value from the drop down menu.
Notenotestring

Comments about the invoice

Payment Term TypepaymentTermTypestringSelect 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:

About Teamleader Focus

Customer management, project management and invoicing in one handy tool.

More Ways to Use Teamleader Focus

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New Deal Won (Instant) from the Teamleader Focus API

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New Invoice Paid (Instant) from the Teamleader Focus API

Emit new event for each invoice paid.

 
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Actions

Create Contact with the Teamleader Focus API

Add a new contact. See the documentation

 
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Create Deal with the Teamleader Focus API

Add a new deal. See the documentation

 
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