← Xero Accounting + Expensify integrations

Create Expense with Expensify API on Webhook Event Received (Instant) from Xero Accounting API

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Webhook Event Received (Instant) from the Xero Accounting API
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Create Expense with the Expensify API
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Getting Started

This integration creates a workflow with a Xero Accounting trigger and Expensify 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 Webhook Event Received (Instant) trigger
    1. Connect your Xero Accounting account
    2. Optional- Configure Webhook Key
  3. Configure the Create Expense action
    1. Connect your Expensify account
    2. Configure Employee Email
    3. Configure Currency
    4. Configure Amount
    5. Configure Merchant
    6. Configure Created Date
    7. Optional- Configure Comment
  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 each incoming webhook notification. To create a Xero Webhook, please follow [the instructions here](https://developer.xero.com/documentation/guides/webhooks/creating-webhooks/).
Version:0.0.2
Key:xero_accounting_api-webhook-event-received

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 crypto from "crypto";
import xeroAccountingApi from "../../xero_accounting_api.app.mjs";

export default {
  key: "xero_accounting_api-webhook-event-received",
  name: "Webhook Event Received (Instant)",
  description: "Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow [the instructions here](https://developer.xero.com/documentation/guides/webhooks/creating-webhooks/).",
  version: "0.0.2",
  type: "source",
  props: {
    xeroAccountingApi,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    webhookKey: {
      type: "string",
      label: "Webhook Key",
      description: "You can leave this blank when creating this source. After creating a webhook in Xero, please update this prop with the value provided.",
      secret: true,
      optional: true,
    },
  },
  hooks: {
    async deploy() {
      console.log("You can now copy the generated URL endpoint from this source and go to Xero and create a webhook.");
      console.log("After saving, copy the `Webhooks key` and update the prop.");
      console.log("Then click on `Send 'Intent to receive'` to start the signature verification process.");
      console.log("We will receive three requests for signature verification, and after that the `Status` should be OK.");
    },
  },
  methods: {
    httpRespond(status) {
      this.http.respond({
        status,
      });
    },
    validateEvent(event) {
      if (!this.webhookKey) {
        console.log("No webhook key supplied. Please update the prop with the value supplied by Xero.");
        return false;
      }

      console.log("Verifying signature...");
      const sig = crypto.createHmac("sha256", this.webhookKey)
        .update(event.bodyRaw)
        .digest("base64");
      return sig === event.headers["x-xero-signature"];
    },
    emitEvents(events) {
      events.forEach((event) => {
        const {
          resourceId: id,
          eventDateUtc: ts,
          eventType,
          eventCategory,
        } = event;

        this.$emit(event, {
          id,
          summary: `${eventCategory} ${eventType} event received`,
          ts: new Date(ts),
        });
      });
    },
  },
  async run(event) {
    if (!this.validateEvent(event)) {
      console.log("Invalid signature. Ignoring event...");
      this.httpRespond(401);
    }

    this.httpRespond(200);
    this.emitEvents(event.body?.events);
  },
};

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
Xero AccountingxeroAccountingApiappThis component uses the Xero Accounting app.
N/Ahttp$.interface.httpThis 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.
Webhook KeywebhookKeystring

You can leave this blank when creating this source. After creating a webhook in Xero, please update this prop with the value provided.

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

Description:Creates a new expense. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#expense-creator)
Version:0.0.4
Key:expensify-create-expense

Expensify Overview

The Expensify API enables the automation of expense reporting and management tasks. By harnessing this API within Pipedream, you can craft workflows that streamline the expense submission process, synchronize financial data across platforms, and trigger actions based on expense report statuses. With Pipedream’s serverless platform, these automations can run in the background, allowing for real-time data processing and interaction between Expensify and a myriad of other apps and services.

Action Code

import { defineAction } from "@pipedream/types";
import expensify from "../../app/expensify.app.mjs";
export default defineAction({
    key: "expensify-create-expense",
    version: "0.0.4",
    name: "Create Expense",
    description: "Creates a new expense. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#expense-creator)",
    type: "action",
    props: {
        expensify,
        employeeEmail: {
            propDefinition: [
                expensify,
                "employeeEmail",
            ],
        },
        currency: {
            label: "Currency",
            description: "The three-letter currency code of the expense. E.g. `USD`",
            type: "string",
        },
        amount: {
            label: "Amount",
            description: "The amount of the expense, in cents. E.g. `2215` will be `$22.15`",
            type: "integer",
        },
        merchant: {
            label: "Merchant",
            description: "The name of the expense's merchant",
            type: "string",
        },
        created: {
            label: "Created Date",
            description: "The date of the expense (format yyyy-mm-dd). E.g. 2022-07-12",
            type: "string",
        },
        comment: {
            label: "Comment",
            description: "An expense comment",
            type: "string",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = this.expensify.createExpense({
            $,
            data: {
                employeeEmail: this.employeeEmail,
                transactionList: [
                    {
                        created: this.created,
                        comment: this.comment,
                        currency: this.currency,
                        amount: this.amount,
                        merchant: this.merchant,
                    },
                ],
            },
        });
        if (response.responseCode >= 200 && response.responseCode < 300) {
            $.export("$summary", `Successfully created expense with id ${response.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.

LabelPropTypeDescription
ExpensifyexpensifyappThis component uses the Expensify app.
Employee EmailemployeeEmailstring

The expenses will be created in this account

Currencycurrencystring

The three-letter currency code of the expense. E.g. USD

Amountamountinteger

The amount of the expense, in cents. E.g. 2215 will be $22.15

Merchantmerchantstring

The name of the expense's merchant

Created Datecreatedstring

The date of the expense (format yyyy-mm-dd). E.g. 2022-07-12

Commentcommentstring

An expense comment

Action Authentication

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

About Expensify

From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app.

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