Create Credit Note with Xero Accounting API on New Query Results from Snowflake API

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Trigger workflow on

New Query Results from the Snowflake API

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Create Credit Note with the Xero Accounting API

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Getting Started#

This integration creates a workflow with a Snowflake 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 Query Results trigger
1. Connect your Snowflake account
2. Configure timer
3. Configure SQL Query
4. Optional- Configure Primary key
5. Optional- Configure Emit individual events
Configure the Create Credit Note action
1. Connect your Xero Accounting account
2. Optional- Configure contact_id
3. Optional- Configure contact_name
4. Optional- Configure contact_number
5. Configure tenant_id
6. Select a type
7. Optional- Configure date
8. Optional- Select a status
9. Optional- Select a line_amount_types
10. Optional- Configure line_items
11. Optional- Configure currency_code
12. Optional- Configure credit_note_number
13. Optional- Configure reference
14. Optional- Configure sent_to_contact
15. Optional- Configure currency_rate
16. Optional- Configure branding_theme_id
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 Query Results on Snowflake

Description:Run a SQL query on a schedule, triggering a workflow for each row of results

Version:0.2.2

Key:snowflake-query-results

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code#

import common from "../common.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  ...common,
  type: "source",
  key: "snowflake-query-results",
  name: "New Query Results",
  // eslint-disable-next-line
  description: "Run a SQL query on a schedule, triggering a workflow for each row of results",
  version: "0.2.2",
  props: {
    ...common.props,
    sqlQuery: {
      type: "string",
      label: "SQL Query",
      description: "Run this query on a schedule, triggering the workflow for each row of results",
    },
    // Ordering props correctly
    timer: common.props.timer,
    dedupeKey: {
      type: "string",
      label: "Primary key",
      description: "The column in your query to use for de-duplication. Duplicate rows won't trigger your workflow",
      optional: true,
    },
    emitIndividualEvents: {
      propDefinition: [
        common.props.snowflake,
        "emitIndividualEvents",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(data) {
      const {
        row: { [this.dedupeKey]: id = uuidv4() },
        timestamp: ts,
      } = data;
      const summary = `New event (ID: ${id})`;
      return {
        id,
        summary,
        ts,
      };
    },
    generateMetaForCollection(data) {
      const { timestamp: ts } = data;
      const id = uuidv4();
      const summary = `New event (ID: ${id})`;
      return {
        id,
        summary,
        ts,
      };
    },
    getStatement() {
      return {
        sqlText: this.sqlQuery,
      };
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule
SQL Query	`sqlQuery`	`string`	Run this query on a schedule, triggering the workflow for each row of results
Primary key	`dedupeKey`	`string`	The column in your query to use for de-duplication. Duplicate rows won't trigger your workflow
Emit individual events	`emitIndividualEvents`	`boolean`	Defaults to `true`, triggering workflows on each record in the result set. Set to `false` to emit records in batch (advanced)

Trigger Authentication#

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

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

Action#

Create Credit Note on Xero Accounting

Description:Creates a new credit note.

Version:0.1.1

Key:xero_accounting_api-create-credit-note

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_3Lieoo
import { axios } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-create-credit-note",
  name: "Create Credit Note",
  description: "Creates a new credit note.",
  version: "0.1.1",
  type: "action",
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    },
    contact_id: {
      type: "string",
      description: "Id of the contact associated to the credit note.",
      optional: true,
    },
    contact_name: {
      type: "string",
      description: "Name of the contact associated to the credit note. If there is no contact matching this name, a new contact is created.",
      optional: true,
    },
    contact_number: {
      type: "string",
      description: "Number of the contact associated to the credit note. 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 [Credit Note Types](https://developer.xero.com/documentation/api/types#CreditNoteTypes)",
      options: [
        "ACCPAYCREDIT",
        "ACCRECCREDIT",
      ],
    },
    date: {
      type: "string",
      description: "The date the credit note is issued YYYY-MM-DD. If the Date element is not specified then it will default to the current date based on the timezone setting of the organisation",
      optional: true,
    },
    status: {
      type: "string",
      description: "See [Credit Note Status Codes](https://developer.xero.com/documentation/api/types#CreditNoteStatuses)",
      optional: true,
      options: [
        "DRAFT",
        "SUBMITTED",
        "DELETED",
        "AUTHORISED",
        "PAID",
        "VOIDED",
      ],
    },
    line_amount_types: {
      type: "string",
      description: "See [Invoice Line Amount Types](https://developer.xero.com/documentation/api/Types#LineAmountTypes)",
      optional: true,
      options: [
        "Exclusive",
        "Inclusive",
        "NoTax",
      ],
    },
    line_items: {
      type: "object",
      description: "See [Invoice Line Items](https://developer.xero.com/documentation/api/Invoices#LineItems)",
      optional: true,
    },
    currency_code: {
      type: "string",
      description: "Currency used for the Credit Note",
      optional: true,
    },
    credit_note_number: {
      type: "string",
      description: "[ACCRECCREDIT](https://developer.xero.com/documentation/api/types#CreditNoteTypes) - Unique alpha numeric code identifying credit note ( *when missing will auto-generate from your Organisation Invoice Settings*)\n[ACCPAYCREDIT](https://developer.xero.com/documentation/api/types#CreditNoteTypes) - non-unique alpha numeric code identifying credit note. This value will also display as Reference in the UI.",
      optional: true,
    },
    reference: {
      type: "string",
      description: "ACCRECCREDIT only - additional reference number",
      optional: true,
    },
    sent_to_contact: {
      type: "boolean",
      description: "Boolean to indicate if a credit note has been sent to a contact via the Xero app (currently read only)",
      optional: true,
    },
    currency_rate: {
      type: "string",
      description: "The currency rate for a multicurrency invoice. If no rate is specified, the [XE.com day rate](http://help.xero.com/#CurrencySettings$Rates) is used",
      optional: true,
    },
    branding_theme_id: {
      type: "string",
      description: "See [BrandingThemes](https://developer.xero.com/documentation/api/branding-themes)",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://developer.xero.com/documentation/api/credit-notes#POST

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

    return await axios($, {
      method: "post",
      url: "https://api.xero.com/api.xro/2.0/CreditNotes",
      headers: {
        "Authorization": `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
        "xero-tenant-id": this.tenant_id,
      },
      data: {
        Type: this.type,
        Contact: {
          ContactID: this.contact_id,
          ContactNumber: this.contact_number,
          Name: this.contact_name,
        },
        Date: this.date,
        Status: this.status,
        LineAmountTypes: this.line_amount_types,
        LineItems: this.line_items,
        CurrencyCode: this.currency_code,
        CreditNoteNumber: this.credit_note_number,
        Reference: this.reference,
        SentToContact: this.sent_to_contact,
        CurrencyRate: this.currency_rate,
        BrandingThemeID: this.branding_theme_id,
      },
    });
  },
};

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.
contact_id	`contact_id`	`string`	Id of the contact associated to the credit note.
contact_name	`contact_name`	`string`	Name of the contact associated to the credit note. If there is no contact matching this name, a new contact is created.
contact_number	`contact_number`	`string`	Number of the contact associated to the credit note. 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:`ACCPAYCREDITACCRECCREDIT`
date	`date`	`string`	The date the credit note is issued YYYY-MM-DD. If the Date element is not specified then it will default to the current date based on the timezone setting of the organisation
status	`status`	`string`	Select a value from the drop down menu:`DRAFTSUBMITTEDDELETEDAUTHORISEDPAIDVOIDED`
line_amount_types	`line_amount_types`	`string`	Select a value from the drop down menu:`ExclusiveInclusiveNoTax`
line_items	`line_items`	`object`	See Invoice Line Items
currency_code	`currency_code`	`string`	Currency used for the Credit Note
credit_note_number	`credit_note_number`	`string`	ACCRECCREDIT - Unique alpha numeric code identifying credit note ( when missing will auto-generate from your Organisation Invoice Settings) ACCPAYCREDIT - non-unique alpha numeric code identifying credit note. This value will also display as Reference in the UI.
reference	`reference`	`string`	ACCRECCREDIT only - additional reference number
sent_to_contact	`sent_to_contact`	`boolean`	Boolean to indicate if a credit note has been sent to a contact via the Xero app (currently read only)
currency_rate	`currency_rate`	`string`	The currency rate for a multicurrency invoice. If no rate is specified, the XE.com day rate is used
branding_theme_id	`branding_theme_id`	`string`	See BrandingThemes

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