Create Client with Moxie API on New Invoice from Wave API

Pipedream makes it easy to connect APIs for Moxie, Wave and 2,000+ other apps remarkably fast.

Trigger workflow on

New Invoice from the Wave API

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Create Client with the Moxie API

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Getting Started#

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

Select this integration
Configure the New Invoice trigger
1. Connect your Wave account
2. Configure timer
3. Select a Business
Configure the Create Client action
1. Connect your Moxie account
2. Configure Name
3. Select a Type
4. Select a Currency
5. Optional- Configure First Name
6. Optional- Configure Last Name
7. Optional- Configure Email
8. Optional- Configure Phone
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 Invoice on Wave

Description:Emit new event when an invoice is created.

Version:0.0.1

Key:wave-new-invoice

View on GitHub

Wave Overview#

Wave is a financial software that simplifies accounting, invoicing, and receipt scanning for small businesses. With the Wave API, you can automate various financial tasks directly within Pipedream. You can create invoices, manage customers, process payments, and extract financial reports. Integrating Wave with Pipedream allows you to connect your accounting workflow with other apps, triggering actions based on financial events or scheduling regular financial operations.

Trigger Code#

import commonSources from "../../common/sources.mjs";

export default {
  ...commonSources,
  type: "source",
  key: "wave-new-invoice",
  name: "New Invoice",
  version: "0.0.1",
  description: "Emit new event when an invoice is created.",
  methods: {
    ...commonSources.methods,
    emitEvent(invoice) {
      this.$emit(invoice, {
        id: invoice.id,
        summary: `Invoice Number #${invoice.invoiceNumber}`,
        ts: invoice.createdAt,
      });
    },
  },
  async run() {
    let page = 1;
    const eventsToEmit = [];
    const lastEventId = this.getLastEventId();

    loop1:
    while (true) {
      const res = await this.app.listInvoicesByBusiness(
        this.businessId,
        page,
      );

      for (const invoice of res.data.business.invoices.edges) {
        // If we've already seen this invoice (based on event ID), break out of the loop.
        if (lastEventId && invoice.node.id === lastEventId) {
          break loop1;
        }
        eventsToEmit.unshift(invoice);
      }

      const {
        currentPage,
        totalPages,
      } = res.data.business.invoices.pageInfo;
      if (currentPage === totalPages) {
        break;
      }

      page++;
    }
    for (const invoice of eventsToEmit) {
      this.emitEvent(invoice.node);
    }

    if (eventsToEmit.length > 0) {
      this.setLastEventId(eventsToEmit[eventsToEmit.length - 1].node.id);
    }
  },
};

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
Wave	`app`	`app`	This component uses the Wave app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Business	`businessId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

account:*business:*customer:*invoice:*product:*sales_tax:*transaction:*user:*vendor:*

About Wave#

One-stop money management software for your small business.

Action#

Create Client on Moxie

Description:Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)

Version:0.0.1

Key:moxie-create-client

View on GitHub

Moxie Overview#

The Moxie API provides tools to facilitate customer engagement through chat and messaging services. With this API, you can integrate real-time chat capabilities, manage conversations, and leverage customer data to provide personalized support. On Pipedream, you can use the Moxie API to create automated workflows that respond to events in Moxie, such as new messages or chat engagements, and connect them with other services to enhance customer support, automate responses, and streamline communication processes.

Action Code#

import moxie from "../../moxie.app.mjs";
import currency from "currency-codes/data.js";

export default {
  key: "moxie-create-client",
  name: "Create Client",
  version: "0.0.1",
  description: "Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)",
  type: "action",
  props: {
    moxie,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the client",
    },
    clientType: {
      type: "string",
      label: "Type",
      description: "The type of client",
      options: [
        "Client",
        "Prospect",
      ],
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Valid [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code",
      default: "USD",
      async options() {
        return currency.map(({
          code: value, currency: label,
        }) => ({
          value,
          label,
        }));
      },
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the client's primary contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the client's primary contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the client's primary contact",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the client's primary contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
      clientType: this.clientType,
      currency: this.currency,
      contacts: [
        {
          firstName: this.firstName,
          lastName: this.lastName,
          email: this.email,
          phone: this.phone,
          defaultContact: true,
        },
      ],
    };

    const response = await this.moxie.createClient({
      data,
      $,
    });

    if (response.id) {
      $.export("$summary", `Successfully created client with ID ${response.id}.`);
    }
    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
Moxie	`moxie`	`app`	This component uses the Moxie app.
Name	`name`	`string`	The name of the client
Type	`clientType`	`string`	Select a value from the drop down menu:`ClientProspect`
Currency	`currency`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	First name of the client's primary contact
Last Name	`lastName`	`string`	Last name of the client's primary contact
Email	`email`	`string`	Email address of the client's primary contact
Phone	`phone`	`string`	Phone number of the client's primary contact

Action Authentication#

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

To retrieve your API Key and Base URL,