Create Customer Invoice with Pennylane API on Card Due Date Reminder from Pipedream API

Pipedream makes it easy to connect APIs for Pennylane, Pipedream and 2,400+ other apps remarkably fast.

Trigger workflow on

Card Due Date Reminder from the Pipedream API

Next, do this

Create Customer Invoice with the Pennylane API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the Card Due Date Reminder trigger
1. Connect your Pipedream account
2. Connect your Pipedream account
3. Select a Board
4. Select a Time Before
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
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#

Card Due Date Reminder on Pipedream

Description:Emit new event at a specified time before a card is due.

Version:0.1.1

Key:trello-card-due-date-reminder

View on GitHub

Pipedream Overview#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Trigger Code#

import taskScheduler from "../../../pipedream/sources/new-scheduled-tasks/new-scheduled-tasks.mjs";
import trello from "../../trello.app.mjs";
import ms from "ms";
import constants from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "trello-card-due-date-reminder",
  name: "Card Due Date Reminder", /* eslint-disable-line pipedream/source-name */
  description: "Emit new event at a specified time before a card is due.",
  version: "0.1.1",
  type: "source",
  dedupe: "unique",
  props: {
    pipedream: taskScheduler.props.pipedream,
    trello,
    db: "$.service.db",
    http: "$.interface.http",
    board: {
      propDefinition: [
        trello,
        "board",
      ],
    },
    timeBefore: {
      type: "string",
      label: "Time Before",
      description: "How far before the due time the event should trigger. For example, `5 minutes`, `10 minutes`, `1 hour`.",
      default: "5 minutes",
      options: constants.NOTIFICATION_TIMES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.timeBefore) {
      props.timer = {
        type: "$.interface.timer",
        description: "Poll the API to schedule alerts for any newly created events",
        default: {
          intervalSeconds: ms(this.timeBefore) / 1000,
        },
      };
    }
    return props;
  },
  hooks: {
    async deactivate() {
      const ids = this._getScheduledEventIds();
      if (!ids?.length) {
        return;
      }
      for (const id of ids) {
        if (await this.deleteEvent({
          body: {
            id,
          },
        })) {
          console.log("Cancelled scheduled event");
        }
      }
      this._setScheduledEventIds();
    },
  },
  methods: {
    ...taskScheduler.methods,
    generateMeta({
      id, name: summary,
    }, now) {
      return {
        id,
        summary,
        ts: now,
      };
    },
    _getScheduledEventIds() {
      return this.db.get("scheduledEventIds");
    },
    _setScheduledEventIds(ids) {
      this.db.set("scheduledEventIds", ids);
    },
    _getScheduledCardIds() {
      return this.db.get("scheduledCardIds");
    },
    _setScheduledCardIds(ids) {
      this.db.set("scheduledCardIds", ids);
    },
    _hasDeployed() {
      const result = this.db.get("hasDeployed");
      this.db.set("hasDeployed", true);
      return result;
    },
    emitEvent(card, now) {
      const meta = this.generateMeta(card, now);
      this.$emit(card, meta);
    },
  },
  async run(event) {
    const now = event.timestamp * 1000;

    // self subscribe only on the first time
    if (!this._hasDeployed()) {
      await this.selfSubscribe();
    }

    let scheduledEventIds = this._getScheduledEventIds() || [];

    // incoming scheduled event
    if (event.$channel === this.selfChannel()) {
      const remainingScheduledEventIds = scheduledEventIds.filter((id) => id !== event["$id"]);
      this._setScheduledEventIds(remainingScheduledEventIds);
      this.emitEvent(event, now);
      return;
    }

    // schedule new events
    const scheduledCardIds = this._getScheduledCardIds() || {};
    const cards = await this.trello.getCards({
      boardId: this.board,
    });

    for (const card of cards) {
      const dueDate = card.due
        ? new Date(card.due)
        : null;
      if (!dueDate || dueDate.getTime() < Date.now()) {
        delete scheduledCardIds[card.id];
        continue;
      }

      const later = new Date(dueDate.getTime() - ms(this.timeBefore));

      if (scheduledCardIds[card.id]) {
        // reschedule if card's due date has changed
        if (card.due !== scheduledCardIds[card.id].dueDate) {
          await this.deleteEvent({
            body: {
              id: scheduledCardIds[card.id].eventId,
            },
          });
          scheduledEventIds = scheduledEventIds
            .filter((id) => id !== scheduledCardIds[card.id].eventId);
        } else {
          continue;
        }
      }

      const scheduledEventId = this.emitScheduleEvent(card, later);
      scheduledEventIds.push(scheduledEventId);
      scheduledCardIds[card.id] = {
        eventId: scheduledEventId,
        dueDate: card.due,
      };
    }
    this._setScheduledEventIds(scheduledEventIds);
    this._setScheduledCardIds(scheduledCardIds);
  },
  sampleEmit,
};

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
Pipedream	`pipedream`	`app`	This component uses the Pipedream app.
Pipedream	`trello`	`app`	This component uses the Pipedream app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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.
Board	`board`	`string`	Select a value from the drop down menu.
Time Before	`timeBefore`	`string`	Select a value from the drop down menu:`5 minutes10 minutes15 minutes30 minutes1 hour2 hours3 hours6 hours12 hours1 day2 days3 days1 week`

Trigger Authentication#

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

About Pipedream#

Integration platform for developers

Action#

Create Customer Invoice on Pennylane

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

View on GitHub

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.

Label	Prop	Type	Description
Pennylane	`pennylane`	`app`	This component uses the Pennylane app.
Date	`date`	`string`	Invoice date (ISO 8601)
Deadline	`deadline`	`string`	Invoice payment deadline (ISO 8601)
External Id	`externalId`	`string`	An id you can use to refer to the invoice from outside of Pennylane
PDF Invoice Free Text	`pdfInvoiceFreeText`	`string`	For example, the contact details of the person to contact
PDF Invoice Subject	`pdfInvoiceSubject`	`string`	Invoice title
Draft	`draft`	`boolean`	Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!
Currency	`currency`	`string`	Invoice Currency (ISO 4217). Default is EUR.
Special Mention	`specialMention`	`string`	Additional details
Discount	`discount`	`integer`	Invoice discount (in percent)
Language	`language`	`string`	Select a value from the drop down menu:`en_GBfr_FR`
Banking Provider	`bankingProvider`	`string`	Select a value from the drop down menu:`gocardlessstripe`
Provider Field Value	`providerFieldValue`	`string`	Value that you want to match
Customer Id	`customerId`	`string`	Select a value from the drop down menu.
Line Items Sections Attributes	`lineItemsSectionsAttributes`	`string[]`	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 Items	`lineItems`	`string[]`	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.
Categories	`categories`	`string[]`	A list of objects of categories
Start Date	`startDate`	`string`	Start date of the imputation period (ISO 8601)
End Date	`endDate`	`string`	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!

More Ways to Connect Pennylane + Pipedream#

Other Popular Integrations#

Create Billing Subscription with Pennylane API on New Scheduled Tasks from Pipedream API

Pipedream + Pennylane

Create Customer Invoice with Pennylane API on Card Due Date Reminder from Pipedream API

Pipedream makes it easy to connect APIs for Pennylane, Pipedream and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular