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with Zoho Invoice and White Swan?

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Create Estimate with Zoho Invoice API on New Earnings Event from White Swan API
White Swan + Zoho Invoice
 
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Create Estimate with Zoho Invoice API on New Personal Plan from White Swan API
White Swan + Zoho Invoice
 
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Create Invoice with Zoho Invoice API on New Earnings Event from White Swan API
White Swan + Zoho Invoice
 
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Create Invoice with Zoho Invoice API on New Personal Plan from White Swan API
White Swan + Zoho Invoice
 
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Create Pre-fill Info with White Swan API on New Estimate Created from Zoho Invoice API
Zoho Invoice + White Swan
 
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New Estimate Created from the Zoho Invoice API

Triggers when a new estimate is created. See the documentation

 
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New Earnings Event from the White Swan API

Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

 
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New Invoice Created from the Zoho Invoice API

Triggers when a new invoice is created in Zoho Invoice. See the documentation

 
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New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

 
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Create Estimate with the Zoho Invoice API

Creates a new estimate in Zoho Invoice. See the documentation

 
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Create Pre-fill Info with the White Swan API

Imports client data for pre-filling applications to enrich the user experience. See the documentation

 
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Create Invoice with the Zoho Invoice API

Creates a new invoice in Zoho Invoice. See the documentation

 
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Get Referred Clients Info with the White Swan API

Retrieves information about clients referred from the user's White Swan account. See the documentation

 
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Submit Complete Plan Request with the White Swan API

Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation

 
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Integrate the Zoho Invoice API with the White Swan API
Setup the Zoho Invoice API trigger to run a workflow which integrates with the White Swan API. Pipedream's integration platform allows you to integrate Zoho Invoice and White Swan remarkably fast. Free for developers.

Overview of Zoho Invoice

The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.

Connect Zoho Invoice

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_invoice: {
      type: "app",
      app: "zoho_invoice",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_invoice.$auth.api_domain}/invoice/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_invoice.$auth.oauth_access_token}`,
        "X-com-zoho-invoice-organizationid": `${this.zoho_invoice.$auth.organization_id}`,
      },
    })
  },
})

Overview of White Swan

The White Swan API provides predictive analytics for mitigating risks in financial portfolios using artificial intelligence. By leveraging the White Swan API in Pipedream, you can automate the process of gathering insights, monitoring market conditions, and integrating advanced risk analysis into your existing financial systems. With Pipedream's serverless platform, you can construct workflows to react in real-time to data from White Swan, send alerts, and even automate trades or adjustments based on risk thresholds or predictive signals.

Connect White Swan

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    white_swan: {
      type: "app",
      app: "white_swan",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://app.whiteswan.io/api/1.1/wf/plan_requests`,
      headers: {
        Authorization: `Bearer ${this.white_swan.$auth.api_key}`,
        "Accept": `application/json`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo