Create Customer with TaxJar API on New Estimate Created from Zoho Invoice API

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Trigger workflow on

New Estimate Created from the Zoho Invoice API

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Create Customer with the TaxJar API

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Getting Started#

This integration creates a workflow with a Zoho Invoice trigger and TaxJar action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Estimate Created trigger
1. Connect your Zoho Invoice account
2. Configure Polling schedule
Configure the Create Customer action
1. Connect your TaxJar account
2. Configure Customer ID
3. Select a Exemption Type
4. Configure Name
5. Optional- Configure Country
6. Optional- Configure State
7. Optional- Configure Zip
8. Optional- Configure City
9. Optional- Configure Street
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 Estimate Created on Zoho Invoice

Description:Triggers when a new estimate is created. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#list-estimates).

Version:0.0.1

Key:zoho_invoice-new-estimate-created

View on GitHub

Zoho Invoice Overview#

The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_invoice-new-estimate-created",
  name: "New Estimate Created",
  description: "Triggers when a new estimate is created. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#list-estimates).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "estimates";
    },
    getResourceFn() {
      return this.app.listEstimates;
    },
    generateMeta(resource) {
      return {
        id: resource.estimate_id,
        summary: `New Estimate: ${resource.estimate_id}`,
        ts: Date.parse(resource.created_time),
      };
    },
  },
};

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 Invoice	`app`	`app`	This component uses the Zoho Invoice app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

ZohoInvoice.settings.READZohoInvoice.invoices.CREATEZohoInvoice.invoices.READZohoInvoice.estimates.CREATEZohoInvoice.estimates.READZohoInvoice.contacts.READZohoInvoice.contacts.Create

About Zoho Invoice#

Zoho Invoice is an online invoicing software designed to help freelancers and small businesses with invoicing and payment collection.

Action#

Create Customer on TaxJar

Description:Creates a new customer at TaxJar. [See the documentation](https://developers.taxjar.com/api/reference/#post-create-a-customer)

Version:0.0.1

Key:taxjar-create-customer

View on GitHub

TaxJar Overview#

The TaxJar API offers a suite of tools for automating sales tax calculations, reporting, and filings. With this API, you can get real-time sales tax rates and calculations at checkout, generate detailed sales tax reports for each state, and automate your sales tax filings. Integrating TaxJar with Pipedream allows you to create workflows that can enhance e-commerce platforms, financial systems, and accounting software, ensuring that sales tax handling is both accurate and effortless.

Action Code#

import app from "../../taxjar.app.mjs";

export default {
  key: "taxjar-create-customer",
  name: "Create Customer",
  description: "Creates a new customer at TaxJar. [See the documentation](https://developers.taxjar.com/api/reference/#post-create-a-customer)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    customerId: {
      propDefinition: [
        app,
        "customerId",
      ],
    },
    exemptionType: {
      propDefinition: [
        app,
        "exemptionType",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    country: {
      propDefinition: [
        app,
        "country",
      ],
      optional: true,
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
      optional: true,
    },
    zip: {
      propDefinition: [
        app,
        "zip",
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
      optional: true,
    },
    street: {
      propDefinition: [
        app,
        "street",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.app.createCustomer({
      $,
      data: {
        customer_id: this.customerId,
        exemption_type: this.exemptionType,
        name: this.name,
        country: this.country,
        state: this.state,
        zip: this.zip,
        city: this.city,
        street: this.street,
      },
    });
    $.export("$summary", `Successfully created customer with ID ${this.customerId}`);
    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
TaxJar	`app`	`app`	This component uses the TaxJar app.
Customer ID	`customerId`	`string`	Unique identifier for the customer
Exemption Type	`exemptionType`	`string`	Select a value from the drop down menu:`wholesalegovernmentothernon_exempt`
Name	`name`	`string`	The name of the customer
Country	`country`	`string`	The two-letter ISO country code, i.e.: `US`
State	`state`	`string`	The two-letter ISO state code, i.e.: `CA`
Zip	`zip`	`string`	The ZIP code of the customer's primary address, i.e.: `92093`
City	`city`	`string`	The city of the customer's primary address, i.e.: `La Jolla`
Street	`street`	`string`	The street of the customer's primary address, i.e.: `9500 Gilman Drive`

Action Authentication#

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

To retrieve your API Key,