Create Invoice with Agiled API on New Customer Event (Instant) from WooCommerce API

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New Customer Event (Instant) from the WooCommerce API

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Create Invoice with the Agiled API

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Getting Started#

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

Select this integration
Configure the New Customer Event (Instant) trigger
1. Connect your WooCommerce account
2. Select one or more Event topics
Configure the Create Invoice action
1. Connect your Agiled account
2. Configure Invoice Number
3. Select a Client ID
4. Configure Issue Date
5. Configure Due Date
6. Select a Currency ID
7. Configure Recurring Payment
8. Select a Discount Type
9. Configure Discount
10. Configure Sub Total
11. Configure Total
12. Select a Billing Frequency
13. Configure Billing Interval
14. Configure Billing Cycle
15. Optional- Configure Note
16. Configure Number Of Items
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 Customer Event (Instant) on WooCommerce

Description:Emit new event each time the specified customer event(s) occur

Version:0.0.3

Key:woocommerce-new-customer-event

View on GitHub

WooCommerce Overview#

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Trigger Code#

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

export default {
  ...common,
  key: "woocommerce-new-customer-event",
  name: "New Customer Event (Instant)",
  description: "Emit new event each time the specified customer event(s) occur",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getSampleEvents({ perPage }) {
      return this.woocommerce.listCustomers({
        per_page: perPage,
        orderby: "registered_date",
      });
    },
    getTopic(topicType) {
      return `customer.${topicType}`;
    },
    generateMeta(eventType, {
      id, username, date_modified: dateModified,
    }) {
      const ts = Date.parse(dateModified);
      return {
        id: `${id}${ts}`,
        summary: `Customer "${username || id}" ${eventType}`,
        ts,
      };
    },
  },
};

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
WooCommerce	`woocommerce`	`app`	This component uses the WooCommerce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Event topics	`topics`	`string[]`	Select a value from the drop down menu:`createdupdateddeleted`

Trigger Authentication#

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

Find your API key at WooCommerce > Settings > Advanced > REST API. See the WooCommerce docs for more info. Enter the Key and Secret below.

About WooCommerce#

WooCommerce is the open-source ecommerce platform for WordPress.

Action#

Create Invoice on Agiled

Description:Creates a new invoice in Agiled. [See the documentation](https://my.agiled.app/developers)

Version:0.0.1

Key:agiled-create-invoice

View on GitHub

Agiled Overview#

Agiled is a business management platform designed to streamline operations like CRM, project management, finances, and more. Through its API, you can automate various aspects of business management by creating, updating, and retrieving data on leads, customers, projects, tasks, invoices, and payments. Leveraging the Agiled API on Pipedream allows you to connect and automate these operations with hundreds of other apps and services to create custom workflows, facilitating data synchronization, event-driven actions, and time-saving automations.

Action Code#

import app from "../../agiled.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "agiled-create-invoice",
  name: "Create Invoice",
  description: "Creates a new invoice in Agiled. [See the documentation](https://my.agiled.app/developers)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    invoiceNumber: {
      type: "integer",
      label: "Invoice Number",
      description: "Invoice Number in integer form. Don't include prefix. It must be `10` for example and never `INV#10`",
    },
    clientId: {
      label: "Client ID",
      description: "The ID of a client.",
      propDefinition: [
        app,
        "userId",
      ],
    },
    issueDate: {
      type: "string",
      label: "Issue Date",
      description: "Issue Date (Use same date format as in your company settings). Eg. `2021-01-01`",
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due Date (Use same date format as in your company settings). Eg. `2021-01-01`",
    },
    currencyId: {
      propDefinition: [
        app,
        "currencyId",
      ],
    },
    recurringPayment: {
      type: "boolean",
      label: "Recurring Payment",
      description: "If its a recurring profile or not",
    },
    discountType: {
      type: "string",
      label: "Discount Type",
      description: "Discount Type",
      options: [
        "percent",
        "fixed",
      ],
    },
    discount: {
      type: "integer",
      label: "Discount",
      description: "Discount. Eg. `10`",
      default: 0,
    },
    subTotal: {
      type: "integer",
      label: "Sub Total",
      description: "Sub Total. Eg. `100`",
    },
    total: {
      type: "integer",
      label: "Total",
      description: "Total. Eg. `120`",
    },
    billingFrequency: {
      type: "string",
      label: "Billing Frequency",
      description: "Specifies billing frequency. Either `day`, `week`, `month` or `year`.",
      options: [
        "day",
        "week",
        "month",
        "year",
      ],
    },
    billingInterval: {
      type: "integer",
      label: "Billing Interval",
      description: "The number of intervals between subscription billings.",
    },
    billingCycle: {
      type: "string",
      label: "Billing Cycle",
      description: "How many times you want to bill? Eg. `1`",
    },
    note: {
      type: "string",
      label: "Note",
      description: "Notes in Invoice",
      optional: true,
    },
    numberOfItems: {
      type: "integer",
      label: "Number Of Items",
      description: "The number of items to generate. Defaults to 1.",
      default: 1,
      reloadProps: true,
    },
  },
  methods: {
    boolToString(value) {
      return value
        ? "yes"
        : "no";
    },
    createInvoice(args = {}) {
      return this.app.post({
        path: "/invoices",
        ...args,
      });
    },
    itemsPropsMapper(prefix) {
      const {
        [`${prefix}name`]: name,
        [`${prefix}summary`]: summary,
        [`${prefix}quantity`]: quantity,
        [`${prefix}unitPrice`]: unitPrice,
        [`${prefix}amount`]: amount,
      } = this;

      return {
        item_name: name,
        item_summary: summary,
        item_type: "item",
        quantity,
        unit_price: unitPrice,
        amount,
      };
    },
    getItemsPropDefinitions({
      prefix, label,
    } = {}) {
      return {
        [`${prefix}name`]: {
          type: "string",
          label: `${label} - Name`,
          description: "Name of the item",
        },
        [`${prefix}summary`]: {
          type: "string",
          label: `${label} - Summary`,
          description: "Summary of the item",
        },
        [`${prefix}quantity`]: {
          type: "integer",
          label: `${label} - Quantity`,
          description: "Quantity of the item. Eg. `1`",
        },
        [`${prefix}unitPrice`]: {
          type: "integer",
          label: `${label} - Unit Price`,
          description: "Unit Price of the item. Eg. `10`",
        },
        [`${prefix}amount`]: {
          type: "integer",
          label: `${label} - Amount`,
          description: "Amount of the item. **Unit Price** x **Quantity**",
        },
      };
    },
  },
  async additionalProps() {
    const {
      numberOfItems,
      getItemsPropDefinitions,
    } = this;

    return utils.getAdditionalProps({
      numberOfFields: numberOfItems,
      fieldName: "item",
      getPropDefinitions: getItemsPropDefinitions,
    });
  },
  async run({ $ }) {
    const {
      boolToString,
      numberOfItems,
      itemsPropsMapper,
      createInvoice,
      invoiceNumber,
      clientId,
      issueDate,
      dueDate,
      discountType,
      discount,
      currencyId,
      recurringPayment,
      note,
      total,
      subTotal,
      billingFrequency,
      billingInterval,
      billingCycle,
    } = this;

    const response = await createInvoice({
      $,
      data: {
        invoice_number: invoiceNumber,
        client_id: clientId,
        issue_date: issueDate,
        due_date: dueDate,
        discount_type: discountType,
        discount,
        currency_id: currencyId,
        recurring_payment: boolToString(recurringPayment),
        billing_frequency: billingFrequency,
        billing_interval: billingInterval,
        billing_cycle: billingCycle,
        note,
        total,
        sub_total: subTotal,
        items: utils.getFieldsProps({
          numberOfFields: numberOfItems,
          fieldName: "item",
          propsMapper: itemsPropsMapper,
        }),
      },
    });

    $.export("$summary", `Successfully created invoice with ID \`${response.data.id}\``);

    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
Agiled	`app`	`app`	This component uses the Agiled app.
Invoice Number	`invoiceNumber`	`integer`	Invoice Number in integer form. Don't include prefix. It must be `10` for example and never `INV#10`
Client ID	`clientId`	`integer`	Select a value from the drop down menu.
Issue Date	`issueDate`	`string`	Issue Date (Use same date format as in your company settings). Eg. `2021-01-01`
Due Date	`dueDate`	`string`	Due Date (Use same date format as in your company settings). Eg. `2021-01-01`
Currency ID	`currencyId`	`integer`	Select a value from the drop down menu.
Recurring Payment	`recurringPayment`	`boolean`	If its a recurring profile or not
Discount Type	`discountType`	`string`	Select a value from the drop down menu:`percentfixed`
Discount	`discount`	`integer`	Discount. Eg. `10`
Sub Total	`subTotal`	`integer`	Sub Total. Eg. `100`
Total	`total`	`integer`	Total. Eg. `120`
Billing Frequency	`billingFrequency`	`string`	Select a value from the drop down menu:`dayweekmonthyear`
Billing Interval	`billingInterval`	`integer`	The number of intervals between subscription billings.
Billing Cycle	`billingCycle`	`string`	How many times you want to bill? Eg. `1`
Note	`note`	`string`	Notes in Invoice
Number Of Items	`numberOfItems`	`integer`	The number of items to generate. Defaults to 1.

Action Authentication#

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

To retrieve your API key,

Navigate to your Agiled account and sign in
Go to “Profile” > “API Settings”

Create Invoice with Agiled API on New Customer Event (Instant) from WooCommerce API

Pipedream makes it easy to connect APIs for Agiled, WooCommerce and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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