← Airtable + Xero Accounting integrations

Add Items to Existing Sales Invoice with Xero Accounting API on New Modified or Deleted Records (Instant) from Airtable API

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New Modified or Deleted Records (Instant) from the Airtable API
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Add Items to Existing Sales Invoice with the Xero Accounting API
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Getting Started

This integration creates a workflow with a Airtable trigger and Xero Accounting 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 Modified or Deleted Records (Instant) trigger
    1. Connect your Airtable account
    2. Select a Base
    3. Select one or more Data Types
    4. Optional- Select a Table
    5. Optional- Select a View
    6. Optional- Select one or more Change Types
    7. Optional- Select one or more From Sources
    8. Optional- Select one or more Watch Data In Field Ids
    9. Optional- Select one or more Watch Schemas of Field Ids
    10. Optional- Select one or more Include Cell Values in Field Ids
    11. Optional- Configure Include Previous Cell Values
    12. Optional- Configure Include Previous Field Definitions
  3. Configure the Add Items to Existing Sales Invoice action
    1. Connect your Xero Accounting account
    2. Select a Tenant ID
    3. Select a Invoice ID
    4. Configure Line items
  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 each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)
Version:0.0.1
Key:airtable_oauth-new-modified-or-deleted-records-instant

Airtable Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code

import airtable from "../../airtable_oauth.app.mjs";
import constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  name: "New Modified or Deleted Records (Instant)",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)",
  key: "airtable_oauth-new-modified-or-deleted-records-instant",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    airtable,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    baseId: {
      propDefinition: [
        airtable,
        "baseId",
      ],
    },
    dataTypes: {
      type: "string[]",
      label: "Data Types",
      description: "Only generate payloads that contain changes affecting objects of these types",
      options: constants.DATA_TYPES,
    },
    tableId: {
      propDefinition: [
        airtable,
        "tableId",
        (c) => ({
          baseId: c.baseId,
        }),
      ],
      description: "Only generate payloads for changes in the specified TableId",
      optional: true,
    },
    viewId: {
      propDefinition: [
        airtable,
        "viewId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      description: "Only generate payloads for changes in the specified ViewId",
      optional: true,
    },
    changeTypes: {
      type: "string[]",
      label: "Change Types",
      description: "Only generate payloads that contain changes of these types",
      options: constants.CHANGE_TYPES,
      optional: true,
    },
    fromSouces: {
      type: "string[]",
      label: "From Sources",
      description: "Only generate payloads for changes from these sources. If omitted, changes from all sources are reported",
      options: constants.FROM_SOURCES,
      optional: true,
    },
    watchDataInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Data In Field Ids",
      description: "Only generate payloads for changes that modify values in cells in these fields. If omitted, all fields within the table/view/base are watched",
    },
    watchSchemasOfFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Schemas of Field Ids",
      description: "Only generate payloads for changes that modify the schemas of these fields. If omitted, schemas of all fields within the table/view/base are watched",
    },
    includeCellValuesInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Include Cell Values in Field Ids",
      description: "A list of fields to include in the payload regardless of whether or not they changed",
    },
    includePreviousCellValues: {
      type: "boolean",
      label: "Include Previous Cell Values",
      description: "If true, include the previous cell value in the payload",
      optional: true,
    },
    includePreviousFieldDefinitions: {
      type: "boolean",
      label: "Include Previous Field Definitions",
      description: "If true, include the previous field definition in the payload",
      optional: true,
    },
  },
  hooks: {
    async activate() {
      const { id } = await this.airtable.createWebhook({
        baseId: this.baseId,
        data: {
          notificationUrl: `${this.http.endpoint}/`,
          specification: {
            options: {
              filters: {
                recordChangeScope: this.viewId
                  ? this.viewId
                  : this.tableId
                    ? this.tableId
                    : undefined,
                dataTypes: this.dataTypes,
                changeTypes: this.changeTypes,
                fromSources: this.fromSources,
                watchDataInFieldIds: this.watchDataInFieldIds,
                watchSchemasOfFieldIds: this.watchSchemasOfFieldIds,
              },
              includes: {
                includeCellValuesInFieldIds: this.includeCellValuesInFieldIds,
                includePreviousCellValues: this.includePreviousCellValues,
                includePreviousFieldDefinitions: this.includePreviousFieldDefinitions,
              },
            },
          },
        },
      });
      this._setHookId(id);
    },
    async deactivate() {
      const webhookId = this._getHookId();
      if (webhookId) {
        await this.airtable.deleteWebhook({
          baseId: this.baseId,
          webhookId,
        });
      }
    },
  },
  methods: {
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    getSpecificationOptions() {
      throw new Error("getSpecificationOptions is not implemented");
    },
    generateMeta(payload) {
      return {
        id: payload.baseTransactionNumber,
        summary: `New Event ${payload.baseTransactionNumber}`,
        ts: Date.parse(payload.timestamp),
      };
    },
  },
  async run() {
    this.http.respond({
      status: 200,
    });
    // webhook pings source, we then fetch webhook events to emit
    const webhookId = this._getHookId();
    let hasMore = false;
    const params = {};
    do {
      const {
        cursor, mightHaveMore, payloads,
      } = await this.airtable.listWebhookPayloads({
        baseId: this.baseId,
        webhookId,
        params,
      });
      for (const payload of payloads) {
        const meta = this.generateMeta(payload);
        this.$emit(payload, meta);
      }
      params.cursor = cursor;
      hasMore = mightHaveMore;
    } while (hasMore);
  },
  sampleEmit,
};

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
AirtableairtableappThis component uses the Airtable app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.
BasebaseIdstringSelect a value from the drop down menu.
Data TypesdataTypesstring[]Select a value from the drop down menu:{ "value": "tableData", "label": "Record and cell value changes" }{ "value": "tableFields", "label": "Field changes" }{ "value": "tableMetadata", "label": "Table name and description changes" }
TabletableIdstringSelect a value from the drop down menu.
ViewviewIdstringSelect a value from the drop down menu.
Change TypeschangeTypesstring[]Select a value from the drop down menu:addremoveupdate
From SourcesfromSoucesstring[]Select a value from the drop down menu:{ "value": "client", "label": "Changes generated by a user through the web or mobile clients" }{ "value": "publicApi", "label": "Changes generated through the Airtable API" }{ "value": "formSubmission", "label": "Changes generated when a form view is submitted" }{ "value": "formPageSubmission", "label": "Changes generated when an interface form builder page, form layout page, or record creation button page is submitted" }{ "value": "automation", "label": "Changes generated through an automation action" }{ "value": "system", "label": "Changes generated by system events, such as processing time function formulas" }{ "value": "sync", "label": "Changes generated through Airtable Sync" }{ "value": "anonymousUser", "label": "Changes generated by an anonymous user" }{ "value": "unknown", "label": "Unknown" }
Watch Data In Field IdswatchDataInFieldIdsstring[]Select a value from the drop down menu.
Watch Schemas of Field IdswatchSchemasOfFieldIdsstring[]Select a value from the drop down menu.
Include Cell Values in Field IdsincludeCellValuesInFieldIdsstring[]Select a value from the drop down menu.
Include Previous Cell ValuesincludePreviousCellValuesboolean

If true, include the previous cell value in the payload

Include Previous Field DefinitionsincludePreviousFieldDefinitionsboolean

If true, include the previous field definition in the payload

Trigger Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action

Description:Adds line items to an existing sales invoice. [See the docs here](https://developer.xero.com/documentation/api/accounting/invoices#post-invoices)
Version:0.0.2
Key:xero_accounting_api-add-line-item-to-invoice

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.

Action Code

import xeroAccountingApi from "../../xero_accounting_api.app.mjs";
import {
  removeNullEntries,
  formatLineItems,
} from "../../common/util.mjs";

export default {
  key: "xero_accounting_api-add-line-item-to-invoice",
  name: "Add Items to Existing Sales Invoice",
  description: "Adds line items to an existing sales invoice. [See the docs here](https://developer.xero.com/documentation/api/accounting/invoices#post-invoices)",
  version: "0.0.2",
  type: "action",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    invoiceId: {
      propDefinition: [
        xeroAccountingApi,
        "invoiceId",
        (c) => ({
          tenantId: c.tenantId,
        }),
      ],
    },
    lineItems: {
      propDefinition: [
        xeroAccountingApi,
        "lineItems",
      ],
    },
  },
  async run({ $ }) {
    const {
      tenantId,
      invoiceId,
      lineItems,
    } = this;
    const data = removeNullEntries({
      InvoiceID: invoiceId,
      LineItems: formatLineItems(lineItems),
    });
    const response = await this.xeroAccountingApi.createInvoice($, tenantId, data);
    response && $.export("$summary", "Line item created successfully");
    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
Xero AccountingxeroAccountingApiappThis component uses the Xero Accounting app.
Tenant IDtenantIdstringSelect a value from the drop down menu.
Invoice IDinvoiceIdstringSelect a value from the drop down menu.
Line itemslineItemsstring[]

The LineItems collection can contain any number of individual LineItem sub-elements. At least one is required to create a complete Invoice. Refer to Tax Type, Refer to Line Items

Example: [{"Description":"Football", "Quantity":"20", "UnitAmount":"50000", "TaxType":"OUTPUT" }]

Action 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.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting

Accounting Software

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