Create Customer Payment with Zoho Books API on New Inbound Message Event from Trengo API

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New Inbound Message Event from the Trengo 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 Trengo trigger and Zoho Books action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Inbound Message Event trigger
1. Connect your Trengo account
Configure the Create Customer Payment action
1. Connect your Zoho Books account
2. Select a Customer Id
3. Select a Payment Mode
4. Configure Amount
5. Configure Date
6. Optional- Configure Reference Number
7. Optional- Configure Description
8. Configure Invoices
9. Optional- Configure Exchange Rate
10. Optional- Configure Bank Charges
11. Optional- Configure Custom Fields
12. Select a Invoice Id
13. Optional- Configure Amount Applied
14. Optional- Configure Tax Amount Withheld
15. Optional- Select a Account Id
16. Optional- Select one or more Contact Persons
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 Inbound Message Event on Trengo

Description:Emit new events when an inbound message received. [See the docs here](https://developers.trengo.com/docs/webhooks)

Version:0.0.1

Key:trengo-new-inbound-message

View on GitHub

Trengo Overview#

The Trengo API provides programmatic access to Trengo's multi-channel communication platform, allowing for the streamlining of customer interactions across various channels such as email, SMS, social media, and chat. By leveraging the Trengo API on Pipedream, you can automate customer support workflows, sync communication data with CRM systems, and trigger alerts or actions based on specific customer queries or events.

Trigger Code#

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

export default {
  key: "trengo-new-inbound-message",
  name: "New Inbound Message Event",
  description: "Emit new events when an inbound message received. [See the docs here](https://developers.trengo.com/docs/webhooks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  ...common,
  methods: {
    ...common.methods,
    getMeta(event) {
      return {
        id: event?.body?.message_id ?
          parseInt(event?.body?.message_id) :
          Date.now(),
        ts: Date.now(),
        summary: `New inbound message event: ${event?.body?.message}`,
      };
    },
    getEvent() {
      return  "INBOUND";
    },
  },
};

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
Trengo	`app`	`app`	This component uses the Trengo app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

You need a personal access token to access the API and to perform actions on your behalf. Your personal access token needs to be send trough an Authorization Bearer request. See docs

About Trengo#

Customer service software

Action#

Create Customer Payment on Zoho Books

Description:Creates a new payment. [See the documentation](https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment)

Version:0.3.0

Key:zoho_books-create-customer-payment

View on GitHub

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 { PAYMENT_MODE_OPTIONS } from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-create-customer-payment",
  name: "Create Customer Payment",
  description: "Creates a new payment. [See the documentation](https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoBooks,
    customerId: {
      propDefinition: [
        zohoBooks,
        "customerId",
      ],
    },
    paymentMode: {
      type: "string",
      label: "Payment Mode",
      description: "Mode through which payment is made.",
      options: PAYMENT_MODE_OPTIONS,
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "Amount paid in the respective payment.",
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date on which payment is made. Format [yyyy-mm-dd]",
    },
    referenceNumber: {
      type: "string",
      label: "Reference Number",
      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",
      label: "Description",
      description: "Description about the payment.",
      optional: true,
    },
    invoices: {
      type: "string[]",
      label: "Invoices",
      description: "List of invoice objects associated with the payment. Each invoice object contains `invoice_id`, `invoice_number`, `date`, `invoice_amount`, `amount_applied` and `balance_amount`. **Example: {\"invoice_id\": \"90300000079426\", \"amount_applied\": 450}**",
    },
    exchangeRate: {
      type: "string",
      label: "Exchange Rate",
      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,
    },
    bankCharges: {
      type: "string",
      label: "Bank Charges",
      description: "Denotes any additional bank charges.",
      optional: true,
    },
    customFields: {
      propDefinition: [
        zohoBooks,
        "customFields",
      ],
      description: "A list of Additional field objects for the payments. **Example: {\"label\": \"label\", \"value\": 129890}**",
      optional: true,
    },
    invoiceId: {
      propDefinition: [
        zohoBooks,
        "invoiceId",
        ({ customerId }) => ({
          customerId,
        }),
      ],
    },
    amountApplied: {
      type: "string",
      label: "Amount Applied",
      description: "Amount paid for the invoice.",
      optional: true,
    },
    taxAmountWithheld: {
      type: "string",
      label: "Tax Amount Withheld",
      description: "Amount withheld for tax.",
      optional: true,
    },
    accountId: {
      propDefinition: [
        zohoBooks,
        "accountId",
      ],
      optional: true,
    },
    contactPersons: {
      propDefinition: [
        zohoBooks,
        "contactPersons",
        ({ customerId }) => ({
          customerId,
        }),
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.zohoBooks.createCustomerPayment({
      $,
      data: {
        customer_id: this.customerId,
        payment_mode: this.paymentMode,
        amount: this.amount,
        date: this.date,
        reference_number: this.referenceNumber,
        description: this.description,
        invoices: parseObject(this.invoices),
        exchange_rate: this.exchangeRate && parseFloat(this.exchangeRate),
        bank_charges: this.bankCharges && parseFloat(this.bankCharges),
        custom_fields: parseObject(this.customFields),
        invoice_id: this.invoiceId,
        amount_applied: this.amountApplied && parseFloat(this.amountApplied),
        tax_amount_withheld: this.taxAmountWithheld && parseFloat(this.taxAmountWithheld),
        account_id: this.accountId,
        contact_persons: parseObject(this.contactPersons),
      },
    });

    $.export("$summary", `Customer payment successfully created with Id: ${response.payment.payment_id}`);
    return response;
  },
};

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
Zoho Books	`zohoBooks`	`app`	This component uses the Zoho Books app.
Customer Id	`customerId`	`string`	Select a value from the drop down menu.
Payment Mode	`paymentMode`	`string`	Select a value from the drop down menu:`checkcashcreditcardbanktransferbankremittanceautotransactionothers`
Amount	`amount`	`string`	Amount paid in the respective payment.
Date	`date`	`string`	Date on which payment is made. Format [yyyy-mm-dd]
Reference Number	`referenceNumber`	`string`	Reference number generated for the payment. A string of your choice can also be used as the reference number. Max-length [100]
Description	`description`	`string`	Description about the payment.
Invoices	`invoices`	`string[]`	List of invoice objects associated with the payment. Each invoice object contains `invoice_id`, `invoice_number`, `date`, `invoice_amount`, `amount_applied` and `balance_amount`. Example: {"invoice_id": "90300000079426", "amount_applied": 450}
Exchange Rate	`exchangeRate`	`string`	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 Charges	`bankCharges`	`string`	Denotes any additional bank charges.
Custom Fields	`customFields`	`string[]`	A list of Additional field objects for the payments. Example: {"label": "label", "value": 129890}
Invoice Id	`invoiceId`	`string`	Select a value from the drop down menu.
Amount Applied	`amountApplied`	`string`	Amount paid for the invoice.
Tax Amount Withheld	`taxAmountWithheld`	`string`	Amount withheld for tax.
Account Id	`accountId`	`string`	Select a value from the drop down menu.
Contact Persons	`contactPersons`	`string[]`	Select a value from the drop down menu.

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

Create Customer Payment with Zoho Books API on New Inbound Message Event from Trengo API

Pipedream makes it easy to connect APIs for Zoho Books, Trengo and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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