← Zoho Projects + Xendit integrations

Create Payout with Xendit API on New Task from Zoho Projects API

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Trigger workflow on
New Task from the Zoho Projects API
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Create Payout with the Xendit API
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Getting Started

This integration creates a workflow with a Zoho Projects trigger and Xendit 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 New Task trigger
    1. Connect your Zoho Projects account
    2. Configure Polling schedule
    3. Select a Portal ID
    4. Select a Project ID
  3. Configure the Create Payout action
    1. Connect your Xendit account
    2. Configure Reference ID
    3. Configure Channel Code
    4. Configure Account Holder Name
    5. Configure Account Number
    6. Optional- Configure Account Type
    7. Configure Amount
    8. Optional- Configure Description
    9. Optional- Configure Currency
    10. Optional- Configure Email To
    11. Optional- Configure Email Cc
    12. Optional- Configure Email Bcc
    13. Optional- Configure Metadata
  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 when a new task is created. [See the docs here](https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1)
Version:0.0.3
Key:zoho_projects-new-task

Zoho Projects Overview

The Zoho Projects API lets you harness the full potential of project management by enabling seamless integration with other tools and automating routine tasks. With it, you can create projects, manage tasks, track time, and customize your workflow. On Pipedream, you can leverage this API to build robust automations that connect Zoho Projects with a plethora of other apps, streamlining project tracking and collaboration workflows, all without writing a single line of code.

Trigger Code

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

export default {
  ...common,
  key: "zoho_projects-new-task",
  name: "New Task",
  description: "Emit new event when a new task is created. [See the docs here](https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1)",
  type: "source",
  version: "0.0.3",
  props: {
    ...common.props,
    portalId: {
      propDefinition: [
        common.props.zohoProjects,
        "portalId",
      ],
    },
    projectId: {
      propDefinition: [
        common.props.zohoProjects,
        "projectId",
        ({ portalId }) => ({
          portalId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return constants.MODULES.TASKS;
    },
    getResourceFn() {
      return this.zohoProjects.getTasks;
    },
    getResourceFnArgs() {
      return {
        portalId: this.portalId,
        projectId: this.projectId,
        params: {
          sort_column: "created_time", // created_time | last_modified_time
          sort_order: "descending", // ascending | descending
        },
      };
    },
    resourceFilter(resource) {
      const lastCreatedAt = this.getLastCreatedAt() || 0;
      return resource.created_time_long > lastCreatedAt;
    },
    generateMeta(resource) {
      return {
        id: resource.id_string,
        ts: resource.created_time_long,
        summary: `Task ID ${resource.id_string}`,
      };
    },
  },
};

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 ProjectszohoProjectsappThis component uses the Zoho Projects app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the Zoho Projects API

Portal IDportalIdstringSelect a value from the drop down menu.
Project IDprojectIdstringSelect a value from the drop down menu.

Trigger Authentication

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

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

ZohoProjects.portals.allZohoProjects.projects.allZohoProjects.activities.createZohoProjects.status.readZohoProjects.milestones.allZohoProjects.tasklists.allZohoProjects.tasks.allZohoProjects.timesheets.allZohoProjects.bugs.allZohoProjects.tags.allZohoProjects.events.allZohoProjects.forums.allZohoProjects.users.allZohoProjects.documents.CREATEZohoPC.files.CREATEZohoProjects.search.readZohoProjects.documents.READWorkDrive.team.ALLWorkDrive.workspace.ALLWorkDrive.files.ALL

About Zoho Projects

Online Project Management Software & Tools

Action

Description:Create a new payout on Xendit platform [See the documentation](https://developers.xendit.co/api-reference/#create-payout)
Version:0.0.1
Key:xendit-create-payout

Xendit Overview

Leveraging the Xendit API on Pipedream, you can automate an array of financial tasks related to payments, disbursements, and accounting. Xendit simplifies handling transactions in Southeast Asia, offering services such as direct debit, credit card processing, and real-time payment tracking. By connecting it with Pipedream, you can create powerful workflows that trigger actions based on payment events, sync transaction data with other business systems, and streamline notification processes for financial operations.

Action Code

import { v7 as uuidV7 } from "uuid";
import { parseObject } from "../../common/utils.mjs";
import xendit from "../../xendit.app.mjs";

export default {
  key: "xendit-create-payout",
  name: "Create Payout",
  version: "0.0.1",
  description: "Create a new payout on Xendit platform [See the documentation](https://developers.xendit.co/api-reference/#create-payout)",
  type: "action",
  props: {
    xendit,
    referenceId: {
      type: "string",
      label: "Reference ID",
      description: "A client defined payout identifier. This is the ID assigned to the payout on your system, such as a transaction or order ID. Does not need to be unique.",
    },
    channelCode: {
      type: "string",
      label: "Channel Code",
      description: "Channel code of destination bank, e-wallet or OTC channel. List of supported channels can be found [here](https://docs.xendit.co/xendisburse/channel-codes)",
    },
    accountHolderName: {
      type: "string",
      label: "Account Holder Name",
      description: "Name of account holder as per the bank or e-wallet's records. Needs to match the registered account name exactly.",
    },
    accountNumber: {
      type: "string",
      label: "Account Number",
      description: "Account number of destination. Mobile numbers for e-wallet accounts.",
    },
    accountType: {
      type: "string",
      label: "Account Type",
      description: "Account type of the destination for currencies and channels that supports proxy transfers (ie: Using mobile number as account number)",
      optional: true,
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "Amount to be sent to the destination account. Should be a multiple of the minimum increment for the selected channel.",
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description to send with the payout. The recipient may see this e.g., in their bank statement (if supported) or in email receipts we send on your behalf.",
      optional: true,
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "ISO 4217 Currency Code.",
      optional: true,
    },
    emailTo: {
      type: "string[]",
      label: "Email To",
      description: "A list of email addresses to receive the payout details upon successful payout. **Maximum of three email addresses**.",
      optional: true,
    },
    emailCc: {
      type: "string[]",
      label: "Email Cc",
      description: "A list of email addresses to receive the payout details upon successful payout. **Maximum of three email addresses**.",
      optional: true,
    },
    emailBcc: {
      type: "string[]",
      label: "Email Bcc",
      description: "A list of email addresses to receive a hidden copy of the payout details upon successful payout. **Maximum of three email addresses**.",
      optional: true,
    },
    metadata: {
      type: "object",
      label: "Metadata",
      description: "A list of objects of metadata key-value pairs. The key must be a string and the value can be a string or number.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.xendit.createPayout({
      $,
      headers: {
        "idempotency-key": uuidV7(),
      },
      data: {
        reference_id: this.referenceId,
        channel_code: this.channelCode,
        channel_properties: {
          account_holder_name: this.accountHolderName,
          account_number: this.accountNumber,
          account_type: this.accountType,
        },
        amount: parseFloat(this.amount),
        description: this.description,
        currency: this.currency,
        receipt_notification: {
          email_to: this.emailTo,
          email_cc: this.emailCc,
          email_bcc: this.emailBcc,
        },
        metadata: parseObject(this.metadata),
      },
    });

    $.export("$summary", `A new payout with ID: ${response.id} was successfully created!`);
    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
XenditxenditappThis component uses the Xendit app.
Reference IDreferenceIdstring

A client defined payout identifier. This is the ID assigned to the payout on your system, such as a transaction or order ID. Does not need to be unique.

Channel CodechannelCodestring

Channel code of destination bank, e-wallet or OTC channel. List of supported channels can be found here

Account Holder NameaccountHolderNamestring

Name of account holder as per the bank or e-wallet's records. Needs to match the registered account name exactly.

Account NumberaccountNumberstring

Account number of destination. Mobile numbers for e-wallet accounts.

Account TypeaccountTypestring

Account type of the destination for currencies and channels that supports proxy transfers (ie: Using mobile number as account number)

Amountamountstring

Amount to be sent to the destination account. Should be a multiple of the minimum increment for the selected channel.

Descriptiondescriptionstring

Description to send with the payout. The recipient may see this e.g., in their bank statement (if supported) or in email receipts we send on your behalf.

Currencycurrencystring

ISO 4217 Currency Code.

Email ToemailTostring[]

A list of email addresses to receive the payout details upon successful payout. Maximum of three email addresses.

Email CcemailCcstring[]

A list of email addresses to receive the payout details upon successful payout. Maximum of three email addresses.

Email BccemailBccstring[]

A list of email addresses to receive a hidden copy of the payout details upon successful payout. Maximum of three email addresses.

Metadatametadataobject

A list of objects of metadata key-value pairs. The key must be a string and the value can be a string or number.

Action Authentication

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

About Xendit

Xendit helps businesses accept payments and send money - simply, at speed, with great customer service.

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