← Stripe + Zoho Books integrations

Create Customer Payment with Zoho Books API on New Custom Webhook Events from Stripe API

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New Custom Webhook Events from the Stripe API
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Create Customer Payment with the Zoho Books API
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Getting Started

This integration creates a workflow with a Stripe trigger and Zoho Books 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 New Custom Webhook Events trigger
    1. Connect your Stripe account
    2. Select one or more Events
  3. Configure the Create Customer Payment action
    1. Connect your Zoho Books account
    2. Configure organization_id
    3. Configure customer_id
    4. Select a payment_mode
    5. Configure invoices
    6. Configure amount
    7. Configure date
    8. Optional- Configure reference_number
    9. Optional- Configure description
    10. Optional- Configure exchange_rate
    11. Optional- Configure bank_charges
    12. Optional- Configure custom_fields
    13. Optional- Configure invoice_id
    14. Optional- Configure amount_applied
    15. Optional- Configure tax_amount_withheld
    16. Optional- Configure account_id
    17. Optional- Configure contact_persons
  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 on each webhook event
Version:0.1.1
Key:stripe-custom-webhook-events

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 constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";
import common from "../common/webhook-base.mjs";

export default {
  ...common,
  key: "stripe-custom-webhook-events",
  name: "New Custom Webhook Events",
  type: "source",
  version: "0.1.1",
  description: "Emit new event on each webhook event",
  props: {
    ...common.props,
    enabledEvents: {
      type: "string[]",
      label: "Events",
      description: "Events to listen for. Select `*` for all events",
      options: constants.WEBHOOK_EVENTS,
      default: [
        "*",
      ],
    },
  },
  methods: {
    ...common.methods,
    getEvents() {
      return this.enabledEvents;
    },
  },
  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.
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.
EventsenabledEventsstring[]Select a value from the drop down menu:*account.application.authorizedaccount.application.deauthorizedaccount.external_account.createdaccount.external_account.deletedaccount.external_account.updatedaccount.updatedapplication_fee.createdapplication_fee.refund.updatedapplication_fee.refundedbalance.availablecapability.updatedcharge.capturedcharge.dispute.closedcharge.dispute.createdcharge.dispute.funds_reinstatedcharge.dispute.funds_withdrawncharge.dispute.updatedcharge.expiredcharge.failedcharge.pendingcharge.refund.updatedcharge.refundedcharge.succeededcharge.updatedcheckout.session.async_payment_failedcheckout.session.async_payment_succeededcheckout.session.completedcoupon.createdcoupon.deletedcoupon.updatedcredit_note.createdcredit_note.updatedcredit_note.voidedcustomer.createdcustomer.deletedcustomer.discount.createdcustomer.discount.deletedcustomer.discount.updatedcustomer.source.createdcustomer.source.deletedcustomer.source.expiringcustomer.source.updatedcustomer.subscription.createdcustomer.subscription.deletedcustomer.subscription.pending_update_appliedcustomer.subscription.pending_update_expiredcustomer.subscription.trial_will_endcustomer.subscription.updatedcustomer.tax_id.createdcustomer.tax_id.deletedcustomer.tax_id.updatedcustomer.updatedfile.createdinvoice.createdinvoice.deletedinvoice.finalizedinvoice.marked_uncollectibleinvoice.paidinvoice.payment_action_requiredinvoice.payment_failedinvoice.payment_succeededinvoice.sentinvoice.upcominginvoice.updatedinvoice.voidedinvoiceitem.createdinvoiceitem.deletedinvoiceitem.updatedissuing_authorization.createdissuing_authorization.requestissuing_authorization.updatedissuing_card.createdissuing_card.updatedissuing_cardholder.createdissuing_cardholder.updatedissuing_dispute.createdissuing_dispute.funds_reinstatedissuing_dispute.updatedissuing_transaction.createdissuing_transaction.updatedmandate.updatedorder.createdorder.payment_failedorder.payment_succeededorder.updatedorder_return.createdpayment_intent.amount_capturable_updatedpayment_intent.canceledpayment_intent.createdpayment_intent.payment_failedpayment_intent.processingpayment_intent.succeededpayment_method.attachedpayment_method.card_automatically_updatedpayment_method.detachedpayment_method.updatedpayout.canceledpayout.createdpayout.failedpayout.paidpayout.updatedperson.createdperson.deletedperson.updatedplan.createdplan.deletedplan.updatedprice.createdprice.deletedprice.updatedproduct.createdproduct.deletedproduct.updatedradar.early_fraud_warning.createdradar.early_fraud_warning.updatedrecipient.createdrecipient.deletedrecipient.updatedreporting.report_run.failedreporting.report_run.succeededreporting.report_type.updatedreview.closedreview.openedsetup_intent.canceledsetup_intent.createdsetup_intent.setup_failedsetup_intent.succeededsigma.scheduled_query_run.createdsku.createdsku.deletedsku.updatedsource.canceledsource.chargeablesource.failedsource.mandate_notificationsource.refund_attributes_requiredsource.transaction.createdsource.transaction.updatedsubscription_schedule.abortedsubscription_schedule.canceledsubscription_schedule.completedsubscription_schedule.createdsubscription_schedule.expiringsubscription_schedule.releasedsubscription_schedule.updatedtax_rate.createdtax_rate.updatedtopup.canceledtopup.createdtopup.failedtopup.reversedtopup.succeededtransfer.createdtransfer.failedtransfer.paidtransfer.reversedtransfer.updated

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:Creates a new payment.
Version:0.2.1
Key:zoho_books-create-customer-payment

Zoho Books Overview

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Action Code

// legacy_hash_id: a_XziR2J
import { axios } from "@pipedream/platform";

export default {
  key: "zoho_books-create-customer-payment",
  name: "Create Customer Payment",
  description: "Creates a new payment.",
  version: "0.2.1",
  type: "action",
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    },
    organization_id: {
      type: "string",
      description: "In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc.\n\nThe parameter `organization_id` should be sent in with every API request to identify the organization.\n\nThe `organization_id` can be obtained from the GET `/organizations` API's JSON response. Alternatively, it can be obtained from the **Manage Organizations** page in the admin console.",
    },
    customer_id: {
      type: "string",
      description: "Customer ID of the customer involved in the payment.",
    },
    payment_mode: {
      type: "string",
      description: "Mode through which payment is made. This can be `check`, `cash`, `creditcard`, `banktransfer`, `bankremittance`, `autotransaction` or `others`. Max-length [100]",
      options: [
        "check",
        "cash",
        "creditcard",
        "banktransfer",
        "bankremittance",
        "autotransaction",
        "others",
      ],
    },
    invoices: {
      type: "any",
      description: "List of invoices associated with the payment. Each invoice object contains `invoice_id`, `invoice_number`, `date`, `invoice_amount`, `amount_applied` and `balance_amount`.",
    },
    amount: {
      type: "string",
      description: "Amount paid in the respective payment.",
    },
    date: {
      type: "string",
      description: "Date on which payment is made. Format [yyyy-mm-dd]",
    },
    reference_number: {
      type: "string",
      description: "Reference number generated for the payment. A string of your choice can also be used as the reference number. Max-length [100]",
      optional: true,
    },
    description: {
      type: "string",
      description: "Description about the payment.",
      optional: true,
    },
    exchange_rate: {
      type: "string",
      description: "Exchange rate for the currency used in the invoices and customer's currency. The payment amount would be the multiplicative product of the original amount and the exchange rate. Default is 1.",
      optional: true,
    },
    bank_charges: {
      type: "string",
      description: "Denotes any additional bank charges.",
      optional: true,
    },
    custom_fields: {
      type: "any",
      description: "Additional fields for the payments.",
      optional: true,
    },
    invoice_id: {
      type: "string",
      description: "ID of the invoice to get payments of.",
      optional: true,
    },
    amount_applied: {
      type: "string",
      description: "Amount paid for the invoice.",
      optional: true,
    },
    tax_amount_withheld: {
      type: "string",
      description: "Amount withheld for tax.",
      optional: true,
    },
    account_id: {
      type: "string",
      description: "ID of the cash/bank account the payment has to be deposited.",
      optional: true,
    },
    contact_persons: {
      type: "string",
      description: "IDs of the contact personsthe thank you mail has to be triggered.",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://www.zoho.com/books/api/v3/#Customer-Payments_Create_a_payment

    if (!this.organization_id || !this.customer_id || !this.payment_mode || !this.invoices || !this.amount || !this.date) {
      throw new Error("Must provide organization_id, customer_id, payment_mode, invoices, amount, and date parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://books.${this.zoho_books.$auth.base_api_uri}/api/v3/customerpayments?organization_id=${this.organization_id}`,
      headers: {
        Authorization: `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      data: {
        customer_id: this.customer_id,
        payment_mode: this.payment_mode,
        amount: this.amount,
        date: this.date,
        reference_number: this.reference_number,
        description: this.description,
        invoices: this.invoices,
        exchange_rate: this.exchange_rate,
        bank_charges: this.bank_charges,
        custom_fields: this.custom_fields,
        invoice_id: this.invoice_id,
        amount_applied: this.amount_applied,
        tax_amount_withheld: this.tax_amount_withheld,
        account_id: this.account_id,
        contact_persons: this.contact_persons,
      },
    });
  },
};

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
Zoho Bookszoho_booksappThis component uses the Zoho Books app.
organization_idorganization_idstring

In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc.

The parameter organization_id should be sent in with every API request to identify the organization.

The organization_id can be obtained from the GET /organizations API's JSON response. Alternatively, it can be obtained from the Manage Organizations page in the admin console.

customer_idcustomer_idstring

Customer ID of the customer involved in the payment.

payment_modepayment_modestringSelect a value from the drop down menu:checkcashcreditcardbanktransferbankremittanceautotransactionothers
invoicesinvoicesany

List of invoices associated with the payment. Each invoice object contains invoice_id, invoice_number, date, invoice_amount, amount_applied and balance_amount.

amountamountstring

Amount paid in the respective payment.

datedatestring

Date on which payment is made. Format [yyyy-mm-dd]

reference_numberreference_numberstring

Reference number generated for the payment. A string of your choice can also be used as the reference number. Max-length [100]

descriptiondescriptionstring

Description about the payment.

exchange_rateexchange_ratestring

Exchange rate for the currency used in the invoices and customer's currency. The payment amount would be the multiplicative product of the original amount and the exchange rate. Default is 1.

bank_chargesbank_chargesstring

Denotes any additional bank charges.

custom_fieldscustom_fieldsany

Additional fields for the payments.

invoice_idinvoice_idstring

ID of the invoice to get payments of.

amount_appliedamount_appliedstring

Amount paid for the invoice.

tax_amount_withheldtax_amount_withheldstring

Amount withheld for tax.

account_idaccount_idstring

ID of the cash/bank account the payment has to be deposited.

contact_personscontact_personsstring

IDs of the contact personsthe thank you mail has to be triggered.

Action Authentication

Zoho Books uses OAuth authentication. When you connect your Zoho Books account, Pipedream will open a popup window where you can sign into Zoho Books 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 Books API.

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

ZohoBooks.fullaccess.all

About Zoho Books

Online accounting software

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