Create Customer Payment with Zoho Books API on New or Updated Record from Zoho Creator API

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New or Updated Record from the Zoho Creator 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 Zoho Creator 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 or Updated Record trigger
1. Connect your Zoho Creator account
2. Configure Polling interval
3. Select a Application
4. Select a Report
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 or Updated Record on Zoho Creator

Description:Emit new or updated records in a report. The `Modified Time` field must be added as **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.

Version:0.0.3

Key:zoho_creator-new-or-updated-record

View on GitHub

Zoho Creator Overview#

Zoho Creator is a low-code platform that enables the building of custom applications tailored to business needs without extensive coding knowledge. Via its API, you can automate processes, manage data, and integrate with other services. Pipedream amplifies this capability by offering a serverless platform where events from various apps trigger workflows. You can use Zoho Creator’s API on Pipedream to create, read, update, and delete records, automate data flows, and link your custom apps with a myriad of other services for efficient, automated workflows.

Trigger Code#

import common from "../common.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-or-updated-record",
  description: toSingleLineString(`
    Emit new or updated records in a report. The \`Modified Time\` field must be added as
    **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in
    the dropdown below. See [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New or Updated Record",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Modified Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      const ts = Date.parse(record[constants.MODIFIED_TIME_FIELD]);
      return {
        id: `${record.ID}-${ts}`,
        summary: JSON.stringify(record),
        ts,
      };
    },
    validateRecord(record) {
      if (!record[constants.MODIFIED_TIME_FIELD]) {
        throw new ConfigurationError("Record is missing the \"Modified Time\" field. Add the \"Modified Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.MODIFIED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastModifiedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        modifiedTime: lastModifiedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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
Zoho Creator	`zohoCreator`	`app`	This component uses the Zoho Creator app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	How often to poll the Zoho Creator API for resources
Application	`appLinkName`	`string`	Select a value from the drop down menu.
Report	`reportLinkName`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator#

Low-code platform

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

About Zoho Books#

Online accounting software

More Ways to Connect Zoho Books + Zoho Creator#

Other Popular Integrations#

Create Customer Payment with Zoho Books API on New Record from Zoho Creator API

Zoho Creator + Zoho Books

Create Customer Payment with Zoho Books API on New or Updated Record from Zoho Creator API

Pipedream makes it easy to connect APIs for Zoho Books, Zoho Creator and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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