← RSS + Zoho Books integrations

Create Customer Payment with Zoho Books API on New Item in Feed from RSS API

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New Item in Feed from the RSS 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 RSS 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 Item in Feed trigger
    1. Connect your RSS account
    2. Configure timer
    3. Configure Feed URL
    4. Configure Published After
  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 items from an RSS feed
Version:1.2.6
Key:rss-new-item-in-feed

RSS Overview

With the RSS API you have the power to create powerful tools and applications.
RSS is a great way to reliably subscribe to, track and build around your
favorite content sources. Here are some examples of things you can create
using the RSS API:

  • A personal news website to syndicate articles from multiple sources.
  • A custom feed reader to deliver timely notifications of updates and news.
  • A live editorial dashboard to track news, trends and public sentiment.
  • An automated “report bot” to aggregate and report on news topics.
  • A competitor tracking tool to stay on top of industry news.
  • A custom RSS-based search engine or RSS-supported deep learning engine.
  • A live events feed to notify users and followers of new developments.

Trigger Code

import rss from "../../app/rss.app.mjs";
import { defineSource } from "@pipedream/types";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.6",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSSrssappThis component uses the RSS app.
timer$.interface.timer

How often you want to poll the feed for new items

Feed URLurlstring

Enter the URL for any public RSS feed

Published AfterpublishedAfterstring

Emit items published after the specified date in ISO 8601 format .e.g 2022-12-07T12:57:10+07:00

Trigger Authentication

The RSS API does not require authentication.

About RSS

Real Simple Syndication

Action

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

Zoho Books Overview

Zoho Books is an online accounting software that helps you manage your
finances, get paid faster, and work collaboratively with your clients and
teams. The Zoho Books API provides a wide variety of integration possibilities
to connect with your accounting software and build powerful, efficient
applications. With the API, you can quickly and easily add functionality that
simplifies your complex tasks, such as invoicing, payments, bank
reconciliation, reporting, and more.

Below are some of the features, tasks, and applications that can be built using
the Zoho Books API:

  • Create, update, and delete customers
  • Manage invoice payments
  • Automate bank reconciliations
  • Generate financial statements and reports
  • Track time and billable expenses
  • Sync data across multiple applications
  • Integrate with online payment platforms
  • Automate GST compliance reporting
  • Post journal entries
  • Link tax payments to invoices
  • View cash flow reports
  • Generate client statements
  • Implement multi-currency support
  • Monitor inventory and sales performance

Getting Started

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Create a new workflow.
  3. Select a trigger for your workflow (for example, HTTP or Cron).
  4. Add a new step and search for "Zoho Books". This will display actions associated with the Zoho Books app. You can choose to either "Run Node.js code with Zoho Books" or select one of the prebuilt actions for performing common API operations.
  5. Once you've added a step, press the Connect Zoho Books button near the top. If this is your first time authorizing Pipedream's access to your Zoho Books account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho Books account via Pipedream, pressing Connect Zoho Books will list any existing accounts you've linked.

Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.

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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