Create Bill with Xero Accounting API on New Document Status Changed from Docsumo API

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New Document Status Changed from the Docsumo API

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Create Bill with the Xero Accounting API

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Getting Started#

This integration creates a workflow with a Docsumo 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 Document Status Changed trigger
1. Connect your Docsumo account
2. Configure timer
Configure the Create Bill action
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Optional- Configure Invoice number
4. Optional- Configure Reference
5. Configure Contact information
6. Configure Line items
7. Optional- Configure Invoice date
8. Optional- Configure Invoice due date
9. Optional- Configure The invoice currency
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 Document Status Changed on Docsumo

Description:Emit new event when document status is changed

Version:0.0.1

Key:docsumo-document-status-changed

View on GitHub

Docsumo Overview#

The Docsumo API offers robust capabilities for extracting and processing data from various types of documents, like invoices, receipts, and bank statements. It applies intelligent OCR (Optical Character Recognition) to transform unstructured documents into structured data. With Pipedream, you can harness this power to automate workflows, such as digitizing financial records, validating document data, or integrating extracted information into databases or other apps, all with minimal code.

Trigger Code#

import app from "../../docsumo.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Document Status Changed",
  description: "Emit new event when document status is changed",
  key: "docsumo-document-status-changed",
  version: "0.0.1",
  type: "source",
  props: {
    app,
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  hooks: {
    async deploy() {
      const documents = await this.listAllDocuments();
      this.setDocuments(this.getDocumentsStatusMap(documents));
    },
  },
  methods: {
    setDocuments(documents) {
      this.db.set("documents", documents);
    },
    getDocuments() {
      return this.db.get("documents") || {};
    },
    getDocumentsStatusMap(documents) {
      const documentsStatusMap = {};
      for (const document of documents) {
        documentsStatusMap[document.doc_id] = document.status;
      }
      return documentsStatusMap;
    },
    getDocumentsMappedByDocId(documents) {
      const documentsMap = {};
      for (const document of documents) {
        documentsMap[document.doc_id] = document;
      }
      return documentsMap;
    },
    async listAllDocuments(params) {
      const PAGE_SIZE = 200;
      let page = 0;
      const documents = [];

      while (true) {
        const res = await this.app.listDocuments({
          ...params,
          limit: PAGE_SIZE,
          offset: (page * PAGE_SIZE),
        });
        if (res.data.documents.length === 0) {
          break;
        }
        documents.push(...res.data.documents);
        page++;
      }

      return documents;
    },
    emitEvent(doc, isNew) {
      this.$emit(doc, {
        id: `${doc.doc_id}-${doc.status}`,
        summary: `${isNew
          ? "New"
          : "Changed"
        } - ${doc.doc_id}`,
        ts: Date.now(),
      });
    },
  },
  async run() {
    const documents = await this.listAllDocuments();
    const changedDocuments = [];
    const newDocuments = [];
    const documentsMappedByDocId = this.getDocumentsMappedByDocId(documents);
    const prevDocumentsStatusMap = this.getDocuments();

    // Iterate over documentsStatusMap map
    for (const [
      docId,
      doc,
    ] of Object.entries(documentsMappedByDocId)) {
      // If document is new
      if (!prevDocumentsStatusMap[docId]) {
        newDocuments.push(doc);
      }

      // If document status has changed
      else if (prevDocumentsStatusMap[docId] !== doc.status) {
        changedDocuments.push(doc);
      }
    }

    this.setDocuments(this.getDocumentsStatusMap(documents));
    for (const doc of changedDocuments) {
      this.emitEvent(doc, false);
    }
    for (const doc of newDocuments) {
      this.emitEvent(doc, true);
    }
  },
};

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
Docsumo	`app`	`app`	This component uses the Docsumo app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

About Docsumo#

Make fast & accurate decisions from unstructured documents. Document AI software that converts unstructured documents to actionable data.

Action#

Create Bill on Xero Accounting

Description:Creates a new bill (Accounts Payable)[See the docs here](https://developer.xero.com/documentation/api/accounting/invoices)

Version:0.0.2

Key:xero_accounting_api-create-bill

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#

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

export default {
  key: "xero_accounting_api-create-bill",
  name: "Create Bill",
  description: "Creates a new bill (Accounts Payable)[See the docs here](https://developer.xero.com/documentation/api/accounting/invoices)",
  version: "0.0.2",
  type: "action",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    invoiceNumber: {
      type: "string",
      optional: true,
      label: "Invoice number",
      description: "Unique alpha numeric code identifying invoice",
    },
    reference: {
      type: "string",
      optional: true,
      label: "Reference",
      description: "ACCREC only - additional reference number",
    },
    contact: {
      type: "object",
      label: "Contact information",
      description: `Provide an object. Enter the column name for the key and the corresponding column value. 
      [See object documentation](https://developer.xero.com/documentation/api/accounting/contacts/#post-contacts). 
        Example:
        \`{
            "ContactID":"Existing contact ID. *Note: If contactID is populated, other key-value pairs would be ignored",
            "Name":"MyCorp Inc",
            "FirstName":"Sir",
            "LastName":"Bush",
            "EmailAddress": "jonny@mailinator.com"
        }\``,
    },
    lineItems: {
      propDefinition: [
        xeroAccountingApi,
        "lineItems",
      ],
    },
    date: {
      type: "string",
      optional: true,
      label: "Invoice date",
      description: "Date invoice was issued - YYYY-MM-DD",
    },
    dueDate: {
      type: "string",
      optional: true,
      label: "Invoice due date",
      description: "Date invoice is due - YYYY-MM-DD",
    },
    currencyCode: {
      type: "string",
      optional: true,
      label: "The invoice currency",
      description:
        "The currency that invoice has been raised in. Refer to [object documentation](https://www.xe.com/iso4217.php)",
    },
  },
  async run({ $ }) {
    const {
      tenantId,
      contact,
      invoiceNumber,
      reference,
      lineItems,
      date,
      dueDate,
      currencyCode,
    } = this;
    const data = removeNullEntries({
      Type: "ACCPAY",
      Contact: contact?.ContactID
        ? deleteKeys(contact, [
          "Name",
          "FirstName",
          "LastName",
          "EmailAddress",
        ])
        : contact,
      LineItems: formatLineItems(lineItems),
      Date: isValidDate(date, "Date") && date,
      DueDate: isValidDate(dueDate, "DueDate") && dueDate,
      CurrencyCode: currencyCode,
      InvoiceNumber: invoiceNumber,
      Reference: reference,
    });
    const response = await this.xeroAccountingApi.createInvoice($, tenantId, data);
    response && $.export("$summary", "Bill 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.

Label	Prop	Type	Description
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Invoice number	`invoiceNumber`	`string`	Unique alpha numeric code identifying invoice
Reference	`reference`	`string`	ACCREC only - additional reference number
Contact information	`contact`	`object`	Provide an object. Enter the column name for the key and the corresponding column value. See object documentation. Example: `{ "ContactID":"Existing contact ID. *Note: If contactID is populated, other key-value pairs would be ignored", "Name":"MyCorp Inc", "FirstName":"Sir", "LastName":"Bush", "EmailAddress": "jonny@mailinator.com" }`
Line items	`lineItems`	`string[]`	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" }]`
Invoice date	`date`	`string`	Date invoice was issued - YYYY-MM-DD
Invoice due date	`dueDate`	`string`	Date invoice is due - YYYY-MM-DD
The invoice currency	`currencyCode`	`string`	The currency that invoice has been raised in. Refer to object documentation

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