← Stripe + Pennylane integrations

Create Customer Invoice with Pennylane API on Canceled Subscription from Stripe API

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Canceled Subscription from the Stripe API
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Create Customer Invoice with the Pennylane API
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Getting Started

This integration creates a workflow with a Stripe trigger and Pennylane 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 Canceled Subscription trigger
    1. Connect your Stripe account
  3. Configure the Create Customer Invoice action
    1. Connect your Pennylane account
    2. Configure Date
    3. Configure Deadline
    4. Optional- Configure External Id
    5. Optional- Configure PDF Invoice Free Text
    6. Optional- Configure PDF Invoice Subject
    7. Configure Draft
    8. Optional- Configure Currency
    9. Optional- Configure Special Mention
    10. Optional- Configure Discount
    11. Optional- Select a Language
    12. Select a Banking Provider
    13. Select a Provider Field Name
    14. Configure Provider Field Value
    15. Select a Customer Id
    16. Optional- Configure Line Items Sections Attributes
    17. Configure Line Items
    18. Optional- Configure Categories
    19. Configure Start Date
    20. Configure End Date
  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 event for each new canceled subscription
Version:0.1.1
Key:stripe-canceled-subscription

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Trigger Code

import common from "../common/webhook-base.mjs";

export default {
  ...common,
  key: "stripe-canceled-subscription",
  name: "Canceled Subscription",
  type: "source",
  version: "0.1.1",
  description: "Emit new event for each new canceled subscription",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "subscription_schedule.canceled",
        "customer.subscription.deleted",
      ];
    },
  },
};

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
StripestripeappThis component uses the Stripe app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

Action

Description:Generates a new invoice for a customer using Pennylane. [See the documentation](https://pennylane.readme.io/reference/customer_invoices-post-1)
Version:0.0.1
Key:pennylane-create-customer-invoice

Action Code

import { ConfigurationError } from "@pipedream/platform";
import {
  BANKING_PROVIDER_OPTIONS,
  LANGUAGE_OPTIONS,
  PROVIDER_FIELD_NAMES_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pennylane from "../../pennylane.app.mjs";

export default {
  key: "pennylane-create-customer-invoice",
  name: "Create Customer Invoice",
  description: "Generates a new invoice for a customer using Pennylane. [See the documentation](https://pennylane.readme.io/reference/customer_invoices-post-1)",
  version: "0.0.1",
  type: "action",
  props: {
    pennylane,
    date: {
      type: "string",
      label: "Date",
      description: "Invoice date (ISO 8601)",
    },
    deadline: {
      type: "string",
      label: "Deadline",
      description: "Invoice payment deadline (ISO 8601)",
    },
    externalId: {
      type: "string",
      label: "External Id",
      description: "An id you can use to refer to the invoice from outside of Pennylane",
      optional: true,
    },
    pdfInvoiceFreeText: {
      type: "string",
      label: "PDF Invoice Free Text",
      description: "For example, the contact details of the person to contact",
      optional: true,
    },
    pdfInvoiceSubject: {
      type: "string",
      label: "PDF Invoice Subject",
      description: "Invoice title",
      optional: true,
    },
    draft: {
      type: "boolean",
      label: "Draft",
      description: "Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Invoice Currency (ISO 4217). Default is EUR.",
      optional: true,
    },
    specialMention: {
      type: "string",
      label: "Special Mention",
      description: "Additional details",
      optional: true,
    },
    discount: {
      type: "integer",
      label: "Discount",
      description: "Invoice discount (in percent)",
      optional: true,
    },
    language: {
      type: "string",
      label: "Language",
      description: "invoice pdf language",
      options: LANGUAGE_OPTIONS,
      optional: true,
    },
    bankingProvider: {
      type: "string",
      label: "Banking Provider",
      description: "The banking provider for the transaction",
      options: BANKING_PROVIDER_OPTIONS,
      reloadProps: true,
    },
    providerFieldName: {
      type: "string",
      label: "Provider Field Name",
      description: "Name of the field that you want to match",
      options: PROVIDER_FIELD_NAMES_OPTIONS,
      hidden: true,
    },
    providerFieldValue: {
      type: "string",
      label: "Provider Field Value",
      description: "Value that you want to match",
    },
    customerId: {
      propDefinition: [
        pennylane,
        "customerId",
      ],
    },
    lineItemsSectionsAttributes: {
      propDefinition: [
        pennylane,
        "lineItemsSectionsAttributes",
      ],
      optional: true,
    },
    lineItems: {
      propDefinition: [
        pennylane,
        "lineItems",
      ],
    },
    categories: {
      type: "string[]",
      label: "Categories",
      description: "A list of objects of categories",
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "Start date of the imputation period (ISO 8601)",
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "End date of the imputation period (ISO 8601)",
    },
  },
  async additionalProps(props) {
    if (this.bankingProvider === "stripe") {
      props.providerFieldName.hidden = false;
    }
    return {};
  },
  async run({ $ }) {
    try {
      const invoice = await this.pennylane.createInvoice({
        $,
        data: {
          create_customer: false,
          create_products: false,
          invoice: {
            date: this.date,
            deadline: this.deadline,
            external_id: this.externalId,
            pdf_invoice_free_text: this.pdfInvoiceFreeText,
            pdf_invoice_subject: this.pdfInvoiceSubject,
            draft: this.draft,
            currency: this.currency,
            special_mention: this.specialMention,
            discount: this.discount,
            language: this.language,
            transactions_reference: {
              banking_provider: this.bankingProvider,
              provider_field_name: (this.bankingProvider === "gocardless")
                ? "payment_id"
                : this.providerFieldName,
              provider_field_value: this.providerFieldValue,
            },
            customer: {
              source_id: this.customerId,
            },
            line_items_sections_attributes: parseObject(this.lineItemsSectionsAttributes),
            line_items: parseObject(this.lineItems),
            categories: parseObject(this.categories),
            imputation_dates: {
              start_date: this.startDate,
              end_date: this.endDate,
            },
          },
        },
      });

      $.export("$summary", `Created invoice with ID ${invoice.invoice.id}`);
      return invoice;
    } catch ({ response }) {
      throw new ConfigurationError(response?.data?.message || response?.data?.error);
    }
  },
};

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
PennylanepennylaneappThis component uses the Pennylane app.
Datedatestring

Invoice date (ISO 8601)

Deadlinedeadlinestring

Invoice payment deadline (ISO 8601)

External IdexternalIdstring

An id you can use to refer to the invoice from outside of Pennylane

PDF Invoice Free TextpdfInvoiceFreeTextstring

For example, the contact details of the person to contact

PDF Invoice SubjectpdfInvoiceSubjectstring

Invoice title

Draftdraftboolean

Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!

Currencycurrencystring

Invoice Currency (ISO 4217). Default is EUR.

Special MentionspecialMentionstring

Additional details

Discountdiscountinteger

Invoice discount (in percent)

LanguagelanguagestringSelect a value from the drop down menu:en_GBfr_FR
Banking ProviderbankingProviderstringSelect a value from the drop down menu:gocardlessstripe
Provider Field ValueproviderFieldValuestring

Value that you want to match

Customer IdcustomerIdstringSelect a value from the drop down menu.
Line Items Sections AttributeslineItemsSectionsAttributesstring[]

A list of objects of items sections to be listed on the invoice. Example: [{"title": "Title","description": "description","rank": 1}] See the documentation from further information.

Line ItemslineItemsstring[]

A list of objects of items to be listed on the invoice. Example: [{"product": {"source_id": "0e67fc3c-c632-4feb-ad34-e18ed5fbf66a","unit": "20","price": "10.00","label": "Product label","vat_rate": "FR_09","currency": "EUR"},"quantity": 2,"label": "Line Item Label"}] See the documentation from further information.

Categoriescategoriesstring[]

A list of objects of categories

Start DatestartDatestring

Start date of the imputation period (ISO 8601)

End DateendDatestring

End date of the imputation period (ISO 8601)

Action Authentication

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

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

customer_invoices

About Pennylane

Pennylane brings together your finances, your accounting, and your Business Account!

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