← Zoho Expense + Stripe integrations

Cancel a Payment Intent with Stripe API on Expense Report Submitted from Zoho Expense API

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Expense Report Submitted from the Zoho Expense API
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Cancel a Payment Intent with the Stripe API
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Getting Started

This integration creates a workflow with a Zoho Expense trigger and Stripe 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 Expense Report Submitted trigger
    1. Connect your Zoho Expense account
    2. Configure Polling schedule
  3. Configure the Cancel a Payment Intent action
    1. Connect your Stripe account
    2. Select a Payment Intent ID
    3. Optional- Select a Cancellation Reason
  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:Activate when an expense report submission takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).
Version:0.0.1
Key:zoho_expense-expense-report-submitted

Zoho Expense Overview

The Zoho Expense API allows for streamlined management of expense reporting and tracking. With Pipedream, you can automate various tasks like submitting expenses, approving reports, or syncing expense data with other accounting tools. Pipedream's serverless platform enables you to create workflows that react to new expense submissions, scheduled report generation, and much more, without the hassle of managing infrastructure.

Trigger Code

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

export default {
  ...common,
  key: "zoho_expense-expense-report-submitted",
  name: "Expense Report Submitted",
  description: "Activate when an expense report submission takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "expense_reports";
    },
    getResourceFn() {
      return this.app.listExpenseReports;
    },
    getResourceFnArgs() {
      return {
        params: {
          filter_by: "Type.Approval,Status.Submitted",
        },
      };
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.last_modified_time);
      return {
        id: `${resource.report_id}-${ts}`,
        summary: `Expense Report Submitted: ${resource.report_name}`,
        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.
LabelPropTypeDescription
Zoho ExpenseappappThis component uses the Zoho Expense app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the API

Trigger Authentication

Zoho Expense uses OAuth authentication. When you connect your Zoho Expense account, Pipedream will open a popup window where you can sign into Zoho Expense 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 Expense API.

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

ZohoExpense.orgsettings.READZohoExpense.fullaccess.ALL

About Zoho Expense

Zoho Expense enables you to make online travel bookings and manage offline travel as well.

Action

Description:Cancel a [payment intent](https://stripe.com/docs/payments/payment-intents). Once canceled, no additional charges will be made by the payment intent and any operations on the payment intent will fail with an error. For payment intents with status=`requires_capture`, the remaining amount_capturable will automatically be refunded. [See the docs](https://stripe.com/docs/api/payment_intents/cancel) for more information
Version:0.1.0
Key:stripe-cancel-payment-intent

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Action Code

import pick from "lodash.pick";
import app from "../../stripe.app.mjs";

export default {
  key: "stripe-cancel-payment-intent",
  name: "Cancel a Payment Intent",
  type: "action",
  version: "0.1.0",
  description: "Cancel a [payment intent](https://stripe.com/docs/payments/payment-intents). " +
    "Once canceled, no additional charges will be made by the payment intent and any operations " +
    "on the payment intent will fail with an error. For payment intents with status=" +
    "`requires_capture`, the remaining amount_capturable will automatically be refunded. [See the" +
    " docs](https://stripe.com/docs/api/payment_intents/cancel) for more information",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "payment_intent",
      ],
      optional: false,
    },
    cancellation_reason: {
      propDefinition: [
        app,
        "payment_intent_cancellation_reason",
      ],
    },
  },
  async run({ $ }) {
    const params = pick(this, [
      "cancellation_reason",
    ]);
    const resp = await this.app.sdk().paymentIntents.cancel(this.id, params);
    $.export("$summary", "Successfully cancelled payment intent");
    return resp;
  },
};

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
StripeappappThis component uses the Stripe app.
Payment Intent IDidstringSelect a value from the drop down menu.
Cancellation Reasoncancellation_reasonstringSelect a value from the drop down menu:duplicatefraudulentrequested_by_customerabandoned

Action Authentication

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

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Cancel a Payment Intent with the Stripe API

Cancel a payment intent. Once canceled, no additional charges will be made by the payment intent and any operations on the payment intent will fail with an error. For payment intents with status=requires_capture, the remaining amount_capturable will automatically be refunded. See the docs for more information

 
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