← Airtable (OAuth) + Zoho Books integrations

Create Customer Payment with Zoho Books API on New Modified or Deleted Records (Instant) from Airtable (OAuth) API

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New Modified or Deleted Records (Instant) from the Airtable (OAuth) 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 Airtable (OAuth) 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 Modified or Deleted Records (Instant) trigger
    1. Connect your Airtable (OAuth) account
    2. Select a Base
    3. Select one or more Data Types
    4. Optional- Select a Table
    5. Optional- Select a View
    6. Optional- Select one or more Change Types
    7. Optional- Select one or more From Sources
    8. Optional- Select one or more Watch Data In Field Ids
    9. Optional- Select one or more Watch Schemas of Field Ids
    10. Optional- Select one or more Include Cell Values in Field Ids
    11. Optional- Configure Include Previous Cell Values
    12. Optional- Configure Include Previous Field Definitions
  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 each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)
Version:0.0.1
Key:airtable_oauth-new-modified-or-deleted-records-instant

Airtable (OAuth) Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code

import airtable from "../../airtable_oauth.app.mjs";
import constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  name: "New Modified or Deleted Records (Instant)",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)",
  key: "airtable_oauth-new-modified-or-deleted-records-instant",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    airtable,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    baseId: {
      propDefinition: [
        airtable,
        "baseId",
      ],
    },
    dataTypes: {
      type: "string[]",
      label: "Data Types",
      description: "Only generate payloads that contain changes affecting objects of these types",
      options: constants.DATA_TYPES,
    },
    tableId: {
      propDefinition: [
        airtable,
        "tableId",
        (c) => ({
          baseId: c.baseId,
        }),
      ],
      description: "Only generate payloads for changes in the specified TableId",
      optional: true,
    },
    viewId: {
      propDefinition: [
        airtable,
        "viewId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      description: "Only generate payloads for changes in the specified ViewId",
      optional: true,
    },
    changeTypes: {
      type: "string[]",
      label: "Change Types",
      description: "Only generate payloads that contain changes of these types",
      options: constants.CHANGE_TYPES,
      optional: true,
    },
    fromSouces: {
      type: "string[]",
      label: "From Sources",
      description: "Only generate payloads for changes from these sources. If omitted, changes from all sources are reported",
      options: constants.FROM_SOURCES,
      optional: true,
    },
    watchDataInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Data In Field Ids",
      description: "Only generate payloads for changes that modify values in cells in these fields. If omitted, all fields within the table/view/base are watched",
    },
    watchSchemasOfFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Schemas of Field Ids",
      description: "Only generate payloads for changes that modify the schemas of these fields. If omitted, schemas of all fields within the table/view/base are watched",
    },
    includeCellValuesInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Include Cell Values in Field Ids",
      description: "A list of fields to include in the payload regardless of whether or not they changed",
    },
    includePreviousCellValues: {
      type: "boolean",
      label: "Include Previous Cell Values",
      description: "If true, include the previous cell value in the payload",
      optional: true,
    },
    includePreviousFieldDefinitions: {
      type: "boolean",
      label: "Include Previous Field Definitions",
      description: "If true, include the previous field definition in the payload",
      optional: true,
    },
  },
  hooks: {
    async activate() {
      const { id } = await this.airtable.createWebhook({
        baseId: this.baseId,
        data: {
          notificationUrl: `${this.http.endpoint}/`,
          specification: {
            options: {
              filters: {
                recordChangeScope: this.viewId
                  ? this.viewId
                  : this.tableId
                    ? this.tableId
                    : undefined,
                dataTypes: this.dataTypes,
                changeTypes: this.changeTypes,
                fromSources: this.fromSources,
                watchDataInFieldIds: this.watchDataInFieldIds,
                watchSchemasOfFieldIds: this.watchSchemasOfFieldIds,
              },
              includes: {
                includeCellValuesInFieldIds: this.includeCellValuesInFieldIds,
                includePreviousCellValues: this.includePreviousCellValues,
                includePreviousFieldDefinitions: this.includePreviousFieldDefinitions,
              },
            },
          },
        },
      });
      this._setHookId(id);
    },
    async deactivate() {
      const webhookId = this._getHookId();
      if (webhookId) {
        await this.airtable.deleteWebhook({
          baseId: this.baseId,
          webhookId,
        });
      }
    },
  },
  methods: {
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    getSpecificationOptions() {
      throw new Error("getSpecificationOptions is not implemented");
    },
    generateMeta(payload) {
      return {
        id: payload.baseTransactionNumber,
        summary: `New Event ${payload.baseTransactionNumber}`,
        ts: Date.parse(payload.timestamp),
      };
    },
  },
  async run() {
    this.http.respond({
      status: 200,
    });
    // webhook pings source, we then fetch webhook events to emit
    const webhookId = this._getHookId();
    let hasMore = false;
    const params = {};
    do {
      const {
        cursor, mightHaveMore, payloads,
      } = await this.airtable.listWebhookPayloads({
        baseId: this.baseId,
        webhookId,
        params,
      });
      for (const payload of payloads) {
        const meta = this.generateMeta(payload);
        this.$emit(payload, meta);
      }
      params.cursor = cursor;
      hasMore = mightHaveMore;
    } while (hasMore);
  },
  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
Airtable (OAuth)airtableappThis component uses the Airtable (OAuth) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.
BasebaseIdstringSelect a value from the drop down menu.
Data TypesdataTypesstring[]Select a value from the drop down menu:{ "value": "tableData", "label": "Record and cell value changes" }{ "value": "tableFields", "label": "Field changes" }{ "value": "tableMetadata", "label": "Table name and description changes" }
TabletableIdstringSelect a value from the drop down menu.
ViewviewIdstringSelect a value from the drop down menu.
Change TypeschangeTypesstring[]Select a value from the drop down menu:addremoveupdate
From SourcesfromSoucesstring[]Select a value from the drop down menu:{ "value": "client", "label": "Changes generated by a user through the web or mobile clients" }{ "value": "publicApi", "label": "Changes generated through the Airtable API" }{ "value": "formSubmission", "label": "Changes generated when a form view is submitted" }{ "value": "formPageSubmission", "label": "Changes generated when an interface form builder page, form layout page, or record creation button page is submitted" }{ "value": "automation", "label": "Changes generated through an automation action" }{ "value": "system", "label": "Changes generated by system events, such as processing time function formulas" }{ "value": "sync", "label": "Changes generated through Airtable Sync" }{ "value": "anonymousUser", "label": "Changes generated by an anonymous user" }{ "value": "unknown", "label": "Unknown" }
Watch Data In Field IdswatchDataInFieldIdsstring[]Select a value from the drop down menu.
Watch Schemas of Field IdswatchSchemasOfFieldIdsstring[]Select a value from the drop down menu.
Include Cell Values in Field IdsincludeCellValuesInFieldIdsstring[]Select a value from the drop down menu.
Include Previous Cell ValuesincludePreviousCellValuesboolean

If true, include the previous cell value in the payload

Include Previous Field DefinitionsincludePreviousFieldDefinitionsboolean

If true, include the previous field definition in the payload

Trigger Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable (OAuth)

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

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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