Create Invoice with faktoora API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for faktoora, Zoho CRM and 2,900+ other apps remarkably fast.

Trigger workflow on

New Event (Instant) from the Zoho CRM API

Next, do this

Create Invoice with the faktoora API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create Invoice action
1. Connect your faktoora account
2. Select a Format
3. Configure Invoice Number
4. Configure Issue Date
5. Configure Currency
6. Configure Buyer Name
7. Configure Buyer Postcode
8. Configure Buyer Street
9. Configure Buyer City
10. Configure Buyer Country
11. Configure Invoice Items
12. Optional- Configure Additional Data
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

View on GitHub

Zoho CRM Overview#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Trigger Code#

import sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM 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.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.
Events	`events`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

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

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action#

Create Invoice on faktoora

Description:Create a new ZUGFeRD/xrechnung invoice. [See the documentation](https://api.faktoora.com/api/v1/api-docs/static/index.html)

Version:0.0.2

Key:faktoora-create-invoice

View on GitHub

faktoora Overview#

The faktoora API offers a suite of tools for managing invoices and financial documents within applications. By integrating this API with Pipedream, you can automate tasks related to invoice creation, retrieval, and management, streamlining your financial operations. Pipedream's serverless execution model allows the API's capabilities to be woven into custom workflows that trigger on various events, process data, and connect to countless other apps to create powerful automations.

Action Code#

import { parseObject } from "../../common/utils.mjs";
import faktoora from "../../faktoora.app.mjs";

export default {
  key: "faktoora-create-invoice",
  name: "Create Invoice",
  description: "Create a new ZUGFeRD/xrechnung invoice. [See the documentation](https://api.faktoora.com/api/v1/api-docs/static/index.html)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    faktoora,
    format: {
      type: "string",
      label: "Format",
      description: "The format of the invoice (ZUGFeRD/xrechnung).",
      options: [
        "zf:1",
        "zf:2",
        "xrechnung",
      ],
    },
    invoiceNumber: {
      propDefinition: [
        faktoora,
        "invoiceNumber",
      ],
    },
    issueDate: {
      type: "string",
      label: "Issue Date",
      description: "The issue date of the invoice (YYYYMMDD).",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "The currency of the invoice.",
    },
    buyerName: {
      type: "string",
      label: "Buyer Name",
      description: "The name of the buyer.",
    },
    buyerPostcode: {
      type: "string",
      label: "Buyer Postcode",
      description: "Buyer location postcode.",
    },
    buyerStreet: {
      type: "string",
      label: "Buyer Street",
      description: "Buyer location street.",
    },
    buyerCity: {
      type: "string",
      label: "Buyer City",
      description: "Buyer location city.",
    },
    buyerCountry: {
      type: "string",
      label: "Buyer Country",
      description: "Buyer location country.",
    },
    invoiceItems: {
      type: "string[]",
      label: "Invoice Items",
      description: "A list of product objects. E.g. **{\"productId\": \"39887\", \"name\": \"Freezer Z7749\", \"quantity\": \"1\", \"unitCode\": \"C62\", \"price\": 100, \"taxes\": [{\"typeCode\": \"VAT\", \"categoryCode\": \"S\", \"rate\": 16}] }**. For further information about init code [click here](https://www.unece.org/fileadmin/DAM/cefact/recommendations/rec20/rec20_rev3_Annex1e.pdf). For further information about Category Code [click here](https://docs.peppol.eu/poacc/billing/3.0/codelist/UNCL5305/)",
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "An object to manual input other fields. Please check the fields from [the API doc > POST /invoice > Request Body](https://api.faktoora.com/api/v1/api-docs/static/index.html)",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.faktoora.createInvoice({
      $,
      data: {
        invoices: [
          {
            format: this.format,
            invoiceNumber: this.invoiceNumber,
            issueDate: this.issueDate,
            currency: this.currency,
            buyer: {
              name: this.buyerName,
              postcode: this.buyerPostcode,
              street: this.buyerStreet,
              city: this.buyerCity,
              country: this.buyerCountry,
            },
            invoiceItems: this.invoiceItems && parseObject(this.invoiceItems)
              .map((item, index) => ({
                id: `${index + 1}`,
                product: item,
              })),
            ...(parseObject(this.additionalData) || {}),
          },
        ],
      },
    });

    $.export("$summary", `Successfully created invoice with number ${this.invoiceNumber}`);
    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
faktoora	`faktoora`	`app`	This component uses the faktoora app.
Format	`format`	`string`	Select a value from the drop down menu:`zf:1zf:2xrechnung`
Invoice Number	`invoiceNumber`	`string`	The invoice number.
Issue Date	`issueDate`	`string`	The issue date of the invoice (YYYYMMDD).
Currency	`currency`	`string`	The currency of the invoice.
Buyer Name	`buyerName`	`string`	The name of the buyer.
Buyer Postcode	`buyerPostcode`	`string`	Buyer location postcode.
Buyer Street	`buyerStreet`	`string`	Buyer location street.
Buyer City	`buyerCity`	`string`	Buyer location city.
Buyer Country	`buyerCountry`	`string`	Buyer location country.
Invoice Items	`invoiceItems`	`string[]`	A list of product objects. E.g. {"productId": "39887", "name": "Freezer Z7749", "quantity": "1", "unitCode": "C62", "price": 100, "taxes": [{"typeCode": "VAT", "categoryCode": "S", "rate": 16}] }. For further information about init code click here. For further information about Category Code click here
Additional Data	`additionalData`	`object`	An object to manual input other fields. Please check the fields from the API doc > POST /invoice > Request Body

Create Invoice with faktoora API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for faktoora, Zoho CRM and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,900+apps by most popular

1
-
24
of
2,900+
apps by most popular