← Readwise + Xero Accounting integrations

Create Bill with Xero Accounting API on New Documents from Readwise API

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New Documents from the Readwise 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 Readwise 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 Documents trigger
    1. Connect your Readwise account
    2. Configure Polling interval
    3. Optional- Select a Location
    4. Optional- Select a Category
  3. 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
  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 document [See the documentation](https://readwise.io/reader_api)
Version:0.0.1
Key:readwise-new-documents

Readwise Overview

The Readwise API allows you to access and manipulate your Readwise data, which includes highlights, notes, and books from your reading list. With this API, you can automate the retrieval of your reading highlights, synchronize them across various platforms, or trigger custom actions based on new highlights added. Pipedream, as a serverless integration and compute platform, enables you to create workflows that leverage the Readwise API to build powerful automations, connecting your reading insights to countless other apps and services to enrich productivity and data management.

Trigger Code

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

export default {
  key: "readwise-new-documents",
  name: "New Documents",
  description: "Emit new document [See the documentation](https://readwise.io/reader_api)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    readwise,
    timer: {
      label: "Polling interval",
      description: "Pipedream polls the Readwise API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    location: {
      type: "string",
      label: "Location",
      description: "(Optional) The document's location. [See the documentation](https://readwise.io/reader_api).",
      options: ["new", "later", "shortlist", "archive", "feed"],
      optional: true,
    },
    category: {
      type: "string",
      label: "Category",
      description: "(Optional) The document's category. [See the documentation](https://readwise.io/reader_api).",
      options: ["article", "email", "rss", "highlight", "note", "pdf", "epub", "tweet", "video"],
      optional: true,
    },
  },
  hooks: {
    async activate() {
      await this.processEvent();
    },
  },
  methods: {
    async processDocuments(params) {
      const { results: events } = await this.readwise.listDocuments({
        params,
      });
      for (const event of events.slice(0, 100)) {
        this.emitEvent(event);
      }
    },
    async processEvent() {
      await this.processDocuments({
        location: this.location || "",
        category: this.category || "",
      });
    },
    emitEvent(event) {
      this.$emit(event, {
        id: event.id,
        summary: `New Document: ${event.id}`,
        ts: new Date(event.created_at),
      });
    },
  },
  async run() {
    return this.processEvent();
  },
};

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
ReadwisereadwiseappThis component uses the Readwise app.
Polling intervaltimer$.interface.timer

Pipedream polls the Readwise API on this schedule

LocationlocationstringSelect a value from the drop down menu:newlatershortlistarchivefeed
CategorycategorystringSelect a value from the drop down menu:articleemailrsshighlightnotepdfepubtweetvideo

Trigger Authentication

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

About Readwise

Readwise makes it easy to revisit and learn from your ebook & article highlights.

Action

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

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.

LabelPropTypeDescription
Xero AccountingxeroAccountingApiappThis component uses the Xero Accounting app.
Tenant IDtenantIdstringSelect a value from the drop down menu.
Invoice numberinvoiceNumberstring

Unique alpha numeric code identifying invoice

Referencereferencestring

ACCREC only - additional reference number

Contact informationcontactobject

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 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" }]

Invoice datedatestring

Date invoice was issued - YYYY-MM-DD

Invoice due datedueDatestring

Date invoice is due - YYYY-MM-DD

The invoice currencycurrencyCodestring

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

About Xero Accounting

Accounting Software

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