Create Bank Transaction with Xero Accounting API on New Message in Channel from Discord Bot API

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New Message in Channel from the Discord Bot API

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Create Bank Transaction with the Xero Accounting API

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Getting Started#

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

Select this integration
Configure the New Message in Channel trigger
1. Connect your Discord Bot account
2. Select a Guild
3. Select one or more Channels
4. Optional- Configure Emit messages as a single event
5. Configure timer
Configure the Create Bank Transaction action
1. Connect your Xero Accounting account
2. Optional- Configure bank_account_code
3. Optional- Configure bank_account_id
4. Optional- Configure contact_id
5. Optional- Configure contact_name
6. Configure tenant_id
7. Select a type
8. Configure line_items
9. Optional- Configure is_reonciled
10. Optional- Configure date
11. Optional- Configure reference
12. Optional- Configure currency_code
13. Optional- Configure currency_rate
14. Optional- Configure url
15. Optional- Select a status
16. Optional- Select a line_amount_types
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 Message in Channel on Discord Bot

Description:Emit new event for each message posted to one or more channels

Version:0.0.18

Key:discord_bot-new-message-in-channel

View on GitHub

Discord Bot Overview#

The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";
import sampleEmit from "./test-event.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.18",

  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
  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.

Label	Prop	Type	Description
Discord Bot	`discord`	`app`	This component uses the Discord Bot app.
Guild	`guildId`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Channels	`channels`	`string[]`	Select a value from the drop down menu.
Emit messages as a single event	`emitEventsInBatch`	`boolean`	If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream
	`timer`	`$.interface.timer`

Trigger Authentication#

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.

If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot#

Use this app to interact with the Discord API using a bot in your account

Action#

Create Bank Transaction on Xero Accounting

Description:

Version:0.1.1

Key:xero_accounting_api-create-bank-transaction

View on GitHub

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#

// legacy_hash_id: a_WYiwz2
import { axios } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-create-bank-transaction",
  name: "Create Bank Transaction",
  version: "0.1.1",
  type: "action",
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    },
    bank_account_code: {
      type: "string",
      description: "The Account Code of the Bank Account of the transaction. If Code is not included then AccountID is required.",
      optional: true,
    },
    bank_account_id: {
      type: "string",
      description: "The ID of the Bank Account transaction. If AccountID is not included then Code is required.",
      optional: true,
    },
    contact_id: {
      type: "string",
      description: "Id of the contact associated to the bank transaction.",
      optional: true,
    },
    contact_name: {
      type: "string",
      description: "Name of the contact associated to the bank transaction. If there is no contact matching this name, a new contact is created.",
      optional: true,
    },
    tenant_id: {
      type: "string",
      description: "Id of the organization tenant to use on the Xero Accounting API. See [Get Tenant Connections](https://pipedream.com/@sergio/xero-accounting-api-get-tenant-connections-p_OKCzOgn/edit) for a workflow example on how to pull this data.",
    },
    type: {
      type: "string",
      description: "See [Bank Transaction Types](https://developer.xero.com/documentation/api/types#BankTransactionTypes)",
      options: [
        "RECEIVE",
        "RECEIVE-OVERPAYMENT",
        "RECEIVE-PREPAYMENT",
        "SPEND",
        "SPEND-OVERPAYMENT",
        "SPEND-PREPAYMENT",
      ],
    },
    line_items: {
      type: "object",
      description: "See [LineItems](https://developer.xero.com/documentation/api/banktransactions#LineItemsPOST). The LineItems element can contain any number of individual LineItem sub-elements. At least **one** is required to create a bank transaction.",
    },
    is_reonciled: {
      type: "boolean",
      description: "Boolean to show if transaction is reconciled. Conversion related apps can set the IsReconciled flag in scenarios when a matching bank statement line is not available. [Learn more](http://help.xero.com/#Q_BankRecNoImport)",
      optional: true,
    },
    date: {
      type: "string",
      description: "Date of transaction - YYYY-MM-DD",
      optional: true,
    },
    reference: {
      type: "string",
      description: "Reference for the transaction. Only supported for SPEND and RECEIVE transactions.",
      optional: true,
    },
    currency_code: {
      type: "string",
      description: "The currency that bank transaction has been raised in (see [Currencies](https://developer.xero.com/documentation/api/currencies)). Setting currency is only supported on overpayments.",
      optional: true,
    },
    currency_rate: {
      type: "string",
      description: "Exchange rate to base currency when money is spent or received. e.g. 0.7500 Only used for bank transactions in non base currency. If this isn't specified for non base currency accounts then either the user-defined rate (preference) or the [XE.com day rate](http://help.xero.com/#CurrencySettings$Rates) will be used. Setting currency is only supported on overpayments.",
      optional: true,
    },
    url: {
      type: "string",
      description: "URL link to a source document - shown as \"Go to App Name\"",
      optional: true,
    },
    status: {
      type: "string",
      description: "See [Bank Transaction Status Codes](https://developer.xero.com/documentation/api/types#BankTransactionStatuses)",
      optional: true,
      options: [
        "AUTHORISED",
        "DELETED",
      ],
    },
    line_amount_types: {
      type: "string",
      description: "Line amounts are exclusive of tax by default if you don't specify this element. See [Line Amount Types](https://developer.xero.com/documentation/api/types#LineAmountTypes)",
      optional: true,
      options: [
        "Exclusive",
        "Inclusive",
        "NoTax",
      ],
    },
  },
  async run({ $ }) {
  //See the API docs: https://developer.xero.com/documentation/api/banktransactions#PUT

    if ((!this.bank_account_code && !this.bank_account_id)
    || (!this.contact_id && !this.contact_name)
    || !this.tenant_id || !this.type || !this.line_items) {
      throw new Error("Must provide one of bank_account_code or bank_account_id, contact_id or contact_name, tenant_id, type, and line_items parameters.");
    }

    return await axios($, {
      method: "put",
      url: "https://api.xero.com/api.xro/2.0/BankTransactions",
      headers: {
        "Authorization": `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
        "xero-tenant-id": this.tenant_id,
      },
      data: {
        Type: this.type,
        BankAccount: {
          Code: this.bank_account_code,
          AccountID: this.bank_account_id,
        },
        Contact: {
          ContactID: this.contact_id,
          Name: this.contact_name,
        },
        IsReconciled: this.is_reonciled,
        Date: this.date,
        Reference: this.reference,
        CurrencyCode: this.currency_code,
        CurrencyRate: this.currency_rate,
        Url: this.url,
        Status: this.status,
        Lineitems: this.line_items,
        LineAmountTypes: this.line_amount_types,
      },
    });
  },
};

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
Xero Accounting	`xero_accounting_api`	`app`	This component uses the Xero Accounting app.
bank_account_code	`bank_account_code`	`string`	The Account Code of the Bank Account of the transaction. If Code is not included then AccountID is required.
bank_account_id	`bank_account_id`	`string`	The ID of the Bank Account transaction. If AccountID is not included then Code is required.
contact_id	`contact_id`	`string`	Id of the contact associated to the bank transaction.
contact_name	`contact_name`	`string`	Name of the contact associated to the bank transaction. If there is no contact matching this name, a new contact is created.
tenant_id	`tenant_id`	`string`	Id of the organization tenant to use on the Xero Accounting API. See Get Tenant Connections for a workflow example on how to pull this data.
type	`type`	`string`	Select a value from the drop down menu:`RECEIVERECEIVE-OVERPAYMENTRECEIVE-PREPAYMENTSPENDSPEND-OVERPAYMENTSPEND-PREPAYMENT`
line_items	`line_items`	`object`	See LineItems. The LineItems element can contain any number of individual LineItem sub-elements. At least one is required to create a bank transaction.
is_reonciled	`is_reonciled`	`boolean`	Boolean to show if transaction is reconciled. Conversion related apps can set the IsReconciled flag in scenarios when a matching bank statement line is not available. Learn more
date	`date`	`string`	Date of transaction - YYYY-MM-DD
reference	`reference`	`string`	Reference for the transaction. Only supported for SPEND and RECEIVE transactions.
currency_code	`currency_code`	`string`	The currency that bank transaction has been raised in (see Currencies). Setting currency is only supported on overpayments.
currency_rate	`currency_rate`	`string`	Exchange rate to base currency when money is spent or received. e.g. 0.7500 Only used for bank transactions in non base currency. If this isn't specified for non base currency accounts then either the user-defined rate (preference) or the XE.com day rate will be used. Setting currency is only supported on overpayments.
url	`url`	`string`	URL link to a source document - shown as "Go to App Name"
status	`status`	`string`	Select a value from the drop down menu:`AUTHORISEDDELETED`
line_amount_types	`line_amount_types`	`string`	Select a value from the drop down menu:`ExclusiveInclusiveNoTax`

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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Other Popular Integrations#

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Pipedream makes it easy to connect APIs for Xero Accounting, Discord Bot and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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