List Transactions for Selected Cash Account with Brex (Staging) API on New or updated invoice from Xero Accounting API

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New or updated invoice from the Xero Accounting API

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List Transactions for Selected Cash Account with the Brex (Staging) API

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Getting Started#

This integration creates a workflow with a Xero Accounting trigger and Brex (Staging) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New or updated invoice trigger
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Configure Polling interval
Configure the List Transactions for Selected Cash Account action
1. Connect your Brex (Staging) account
2. Select a Cash Account
3. Optional- Configure Posted At Start
4. Optional- Configure Max
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 or updated invoice on Xero Accounting

Description:Emit new notifications when you create a new or update existing invoice

Version:0.0.4

Key:xero_accounting_api-new-updated-invoice

View on GitHub

Xero Accounting Overview#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import { formatJsonDate } from "../../common/util.mjs";
import xeroAccountingApi from "../../xero_accounting_api.app.mjs";

export default {
  key: "xero_accounting_api-new-updated-invoice",
  name: "New or updated invoice",
  description: "Emit new notifications when you create a new or update existing invoice",
  version: "0.0.4",
  type: "source",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Xero accounting API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  dedupe: "unique",
  async run() {
    let lastDateChecked = this.xeroAccountingApi.getLastDateChecked(this.db);

    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.xeroAccountingApi.setLastDateChecked(this.db, lastDateChecked);
    }

    const invoices = (
      await this.xeroAccountingApi.getInvoice({
        tenantId: this.tenantId,
        modifiedSince: lastDateChecked,
      })
    )?.Invoices;
    invoices &&
      invoices.reverse().forEach((invoice) => {
        const formattedDate = formatJsonDate(invoice.UpdatedDateUTC);
        this.xeroAccountingApi.setLastDateChecked(this.db, formattedDate);
        this.$emit(invoice, {
          id: `${invoice.InvoiceID}D${formattedDate || ""}`,
          summary: invoice.InvoiceID,
        });
      });
  },
};

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
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Xero accounting API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

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

offline_accessopenidprofileemailaccounting.transactionsaccounting.transactions.readaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting#

Accounting Software

Action#

List Transactions for Selected Cash Account on Brex (Staging)

Description:Lists all transactions for the specified cash account. [See the docs here](https://developer.brex.com/openapi/transactions_api/#operation/listCashTransactions).

Version:0.0.2

Key:brex_staging-list-transactions-for-selected-cash-account

View on GitHub

Brex (Staging) Overview#

The Brex (Staging) API allows you to automate financial operations and integrate with Brex's suite of financial services. This API can be leveraged to synchronize transactions, manage cards, and automate accounting processes, providing real-time insights into your business finances. Using Pipedream, these capabilities can be harnessed to create custom workflows that trigger actions based on financial events, reconcile expenses, and streamline financial reporting.

Action Code#

import brexApp from "../../brex_staging.app.mjs";
import common from "@pipedream/brex/actions/list-transactions-for-selected-cash-account/common.mjs";

export default {
  ...common,
  name: "List Transactions for Selected Cash Account",
  description: "Lists all transactions for the specified cash account. [See the docs here](https://developer.brex.com/openapi/transactions_api/#operation/listCashTransactions).",
  key: "brex_staging-list-transactions-for-selected-cash-account",
  version: "0.0.2",
  type: "action",
  props: {
    brexApp,
    cashAccount: {
      propDefinition: [
        brexApp,
        "cashAccount",
      ],
      optional: false,
    },
    postedAtStart: {
      propDefinition: [
        brexApp,
        "postedAtStart",
      ],
    },
    max: {
      propDefinition: [
        brexApp,
        "max",
      ],
    },
  },
};

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
Brex (Staging)	`brexApp`	`app`	This component uses the Brex (Staging) app.
Cash Account	`cashAccount`	`string`	Select a value from the drop down menu.
Posted At Start	`postedAtStart`	`string`	Shows only transactions with a posted_at_date on or after this date-time. This parameter is the date-time notation as defined by RFC 3339, section 5.6. Example: `2022-12-12T23:59:59.999`
Max	`max`	`integer`	The maximum amount of registered that will be fetched. Defaults to `500`.

Action Authentication#

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

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

openidoffline_accessuserscardslocationsdepartmentsvendorstransactions.card.readonlytransactions.cash.readonlyaccounts.cash.readonlytransfershttps://onboarding.brexapis.com/referralsbudgets