Create Client with Paymo API on New Estimate Created from Zoho Invoice API

Pipedream makes it easy to connect APIs for Paymo, Zoho Invoice and 3,000+ other apps remarkably fast.

Trigger workflow on

New Estimate Created from the Zoho Invoice API

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Create Client with the Paymo API

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Getting Started#

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

Select this integration
Configure the New Estimate Created trigger
1. Connect your Zoho Invoice account
2. Configure Polling schedule
Configure the Create Client action
1. Connect your Paymo account
2. Configure Name
3. Optional- Configure Email
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 Estimate Created on Zoho Invoice

Description:Triggers when a new estimate is created. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#list-estimates).

Version:0.0.1

Key:zoho_invoice-new-estimate-created

View on GitHub

Zoho Invoice Overview#

The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.

Trigger Code#

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "zoho_invoice-new-estimate-created",
  name: "New Estimate Created",
  description: "Triggers when a new estimate is created. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#list-estimates).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "estimates";
    },
    getResourceFn() {
      return this.app.listEstimates;
    },
    generateMeta(resource) {
      return {
        id: resource.estimate_id,
        summary: `New Estimate: ${resource.estimate_id}`,
        ts: Date.parse(resource.created_time),
      };
    },
  },
};

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
Zoho Invoice	`app`	`app`	This component uses the Zoho Invoice app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

ZohoInvoice.settings.READZohoInvoice.invoices.CREATEZohoInvoice.invoices.READZohoInvoice.estimates.CREATEZohoInvoice.estimates.READZohoInvoice.contacts.READZohoInvoice.contacts.Create

About Zoho Invoice#

Zoho Invoice is an online invoicing software designed to help freelancers and small businesses with invoicing and payment collection.

Action#

Create Client on Paymo

Description:Creates a client. [See the docs](https://github.com/paymoapp/api/blob/master/sections/clients.md#create).

Version:0.0.2

Key:paymo-create-client

View on GitHub

Paymo Overview#

The Paymo API offers a broad spectrum of project management functionalities, including time tracking, task management, and invoicing. By leveraging Pipedream's serverless platform, you can automate workflows spanning across these capabilities, such as syncing project updates, streamlining time entries, and managing invoices with other apps. Pipedream's no-code connectors and trigger/action mechanics enable customized integration solutions, making tedious tasks disappear.

Action Code#

import app from "../../paymo.app.mjs";

export default {
  key: "paymo-create-client",
  name: "Create Client",
  description: "Creates a client. [See the docs](https://github.com/paymoapp/api/blob/master/sections/clients.md#create).",
  type: "action",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the client.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the client.",
      optional: true,
    },
  },
  methods: {
    createClient(args = {}) {
      return this.app.create({
        path: "/clients",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      name,
      email,
    } = this;

    const response = await this.createClient({
      step,
      data: {
        name,
        email,
      },
    });

    step.export("$summary", `Successfully created client with ID ${response.clients[0].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
Paymo	`app`	`app`	This component uses the Paymo app.
Name	`name`	`string`	The name of the client.
Email	`email`	`string`	The email of the client.

Action Authentication#

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

API Keys can be generated from the Paymo application, on the My Account page. See docs

Using an API Key is similar to Basic Auth, but instead of providing the email/password, you provide the API Key as the username and any text for the password.

Create Client with Paymo API on New Estimate Created from Zoho Invoice API

Pipedream makes it easy to connect APIs for Paymo, Zoho Invoice and 3,000+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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