Create Customer Invoice with Pennylane API on New Channel from Microsoft Teams API

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

Trigger workflow on

New Channel from the Microsoft Teams 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 Microsoft Teams 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 New Channel trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
3. Select a Team
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#

New Channel on Microsoft Teams

Description:Emit new event when a new channel is created within a team

Version:0.0.9

Key:microsoft_teams-new-channel

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code#

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

export default {
  ...base,
  key: "microsoft_teams-new-channel",
  name: "New Channel",
  description: "Emit new event when a new channel is created within a team",
  version: "0.0.9",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    team: {
      propDefinition: [
        base.props.microsoftTeams,
        "team",
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChannels,
        {
          teamId: this.team,
        },
        lastCreated,
      );
    },
    generateMeta(channel) {
      return {
        id: channel.id,
        summary: channel.displayName,
        ts: Date.parse(channel.createdDateTime),
      };
    },
  },
};

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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the YouTube API on this schedule
Team	`team`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.Read.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

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

Create Customer Invoice with Pennylane API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for Pennylane, Microsoft Teams 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