Create Customer with Zoho Books API on New Answers for Specific Questions from Stack Exchange (Stack Overflow) API

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New Answers for Specific Questions from the Stack Exchange (Stack Overflow) API

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Create Customer with the Zoho Books API

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Getting Started#

This integration creates a workflow with a Stack Exchange (Stack Overflow) 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 Answers for Specific Questions trigger
1. Connect your Stack Exchange (Stack Overflow) account
2. Select a Site
3. Select one or more Questions
4. Configure timer
Configure the Create Customer action
1. Connect your Zoho Books account
2. Configure Contact Name
3. Optional- Configure Company Name
4. Optional- Configure Website
5. Optional- Select a Language Code
6. Optional- Select a Customer Sub Type
7. Optional- Configure Credit Limit
8. Optional- Configure Tags
9. Optional- Configure Is Portal Enabled
10. Optional- Select a Currency Id
11. Optional- Configure Payment Terms
12. Optional- Configure Payment Terms Label
13. Optional- Configure Notes
14. Optional- Configure Exchange Rate
15. Optional- Configure VAT Treatment
16. Optional- Configure GST No
17. Optional- Configure Avatax Use Code
18. Optional- Select a Tax Id
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 Answers for Specific Questions on Stack Exchange (Stack Overflow)

Description:Emits an event when a new answer is posted in one of the specified questions

Version:0.0.3

Key:stack_exchange-new-answers-for-questions

View on GitHub

Stack Exchange (Stack Overflow) Overview#

The Stack Exchange API provides programmatic access to Stack Overflow and other sites on the Stack Exchange network. With this API, you can fetch questions, answers, comments, user profiles, and other data that enables you to integrate Stack Exchange's wealth of knowledge and community activities into your own applications. Using Pipedream, you can harness this data to create custom workflows that react to events on Stack Exchange, compile reports, or even automate interactions, providing a powerful tool for developers, data analysts, and content creators.

Trigger Code#

const stack_exchange = require("../../stack_exchange.app");
const { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } = require("@pipedream/platform");

module.exports = {
  key: "stack_exchange-new-answers-for-questions",
  name: "New Answers for Specific Questions",
  description: "Emits an event when a new answer is posted in one of the specified questions",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    stack_exchange,
    db: "$.service.db",
    siteId: {
      propDefinition: [
        stack_exchange,
        "siteId",
      ],
    },
    questionIds: {
      propDefinition: [
        stack_exchange,
        "questionIds",
        (c) => ({
          siteId: c.siteId,
        }),
      ],
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  hooks: {
    async activate() {
      const fromDate = this._getCurrentEpoch();
      this.db.set("fromDate", fromDate);
    },
  },
  methods: {
    _getCurrentEpoch() {
      // The StackExchange API works with Unix epochs in seconds.
      return Math.floor(Date.now() / 1000);
    },
    generateMeta(data) {
      const {
        answer_id: id,
        question_id: questionId,
        creation_date: ts,
      } = data;
      const summary = `New answer for question ID ${questionId}`;
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run() {
    const fromDate = this.db.get("fromDate");
    const toDate = this._getCurrentEpoch();
    const filter = "!SWKA(ozr4ec2cHE9JK"; // See https://api.stackexchange.com/docs/filters
    const searchParams = {
      fromDate,
      toDate,
      filter,
      sort: "creation",
      order: "asc",
      site: this.siteId,
    };

    const items = this.stack_exchange.answersForQuestions(this.questionIds, searchParams);
    for await (const item of items) {
      const meta = this.generateMeta(item);
      this.$emit(item, meta);
    }

    this.db.set("fromDate", toDate);
  },
};

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
Stack Exchange (Stack Overflow)	`stack_exchange`	`app`	This component uses the Stack Exchange (Stack Overflow) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Site	`siteId`	`string`	Select a value from the drop down menu.
Questions	`questionIds`	`string[]`	Select a value from the drop down menu.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

read_inboxno_expirywrite_accessprivate_info

About Stack Exchange (Stack Overflow)#

Community-powered Q&A sites, including Stack Overflow

Action#

Create Customer on Zoho Books

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

Version:0.0.1

Key:zoho_books-create-customer

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_Xzi1qo
import {
  CUSTOMER_SUB_TYPE_OPTIONS,
  LANGUAGE_CODE_OPTIONS,
} from "../../common/constants.mjs";
import {
  clearObj,
  parseObject,
} from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-create-customer",
  name: "Create Customer",
  description: "Creates a new customer. [See the documentation](https://www.zoho.com/books/api/v3/items/#create-an-item)",
  version: "0.0.1",
  type: "action",
  props: {
    zohoBooks,
    contactName: {
      type: "string",
      label: "Contact Name",
      description: "Display Name of the contact. Max-length [200].",
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company Name of the contact. Max-length [200].",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website of the contact.",
      optional: true,
    },
    languageCode: {
      type: "string",
      label: "Language Code",
      description: "The language of a contact.",
      options: LANGUAGE_CODE_OPTIONS,
      optional: true,
    },
    customerSubType: {
      type: "string",
      label: "Customer Sub Type",
      description: "Type of the customer.",
      options: CUSTOMER_SUB_TYPE_OPTIONS,
      optional: true,
    },
    creditLimit: {
      type: "string",
      label: "Credit Limit",
      description: "Credit limit for a customer.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "An array of tag objects. **Example: {\"tag_id\":\"124567890\",\"tag_option_id\":\"1234567890\"}**",
      optional: true,
    },
    isPortalEnabled: {
      type: "boolean",
      label: "Is Portal Enabled",
      description: "To enable client portal for the contact.",
      optional: true,
    },
    currencyId: {
      propDefinition: [
        zohoBooks,
        "currencyId",
      ],
      optional: true,
    },
    paymentTerms: {
      propDefinition: [
        zohoBooks,
        "paymentTerms",
      ],
      description: "Net payment term for the customer.",
      optional: true,
    },
    paymentTermsLabel: {
      propDefinition: [
        zohoBooks,
        "paymentTermsLabel",
      ],
      description: "Label for the paymet due details.",
      optional: true,
    },
    notes: {
      propDefinition: [
        zohoBooks,
        "notes",
      ],
      description: "Commennts about the payment made by the contact.",
      optional: true,
    },
    exchangeRate: {
      propDefinition: [
        zohoBooks,
        "exchangeRate",
      ],
      description: "Exchange rate for the opening balance.",
      optional: true,
    },
    vatTreatment: {
      propDefinition: [
        zohoBooks,
        "vatTreatment",
      ],
      optional: true,
    },
    gstNo: {
      propDefinition: [
        zohoBooks,
        "gstNo",
      ],
      optional: true,
    },
    avataxUseCode: {
      propDefinition: [
        zohoBooks,
        "avataxUseCode",
      ],
      optional: true,
    },
    taxId: {
      propDefinition: [
        zohoBooks,
        "taxId",
      ],
      description: "ID of the tax to be associated to the estimate.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.zohoBooks.createContact({
      $,
      data: clearObj({
        contact_name: this.contactName,
        company_name: this.companyName,
        website: this.website,
        language_code: this.languageCode,
        contact_type: "customer",
        customer_sub_type: this.customerSubType,
        credit_limit: this.creditLimit,
        tags: parseObject(this.tags),
        is_portal_enabled: this.isPortalEnabled,
        currency_id: this.currencyId,
        payment_terms: this.paymentTerms,
        payment_terms_label: this.paymentTermsLabel,
        notes: this.notes,
        exchange_rate: this.exchangeRate && parseFloat(this.exchangeRate),
        vat_treatment: this.vatTreatment,
        gst_no: this.gstNo,
        avatax_use_code: this.avataxUseCode,
        tax_id: this.taxId,
      }),
    });

    $.export("$summary", `Contact successfully created with Id: ${response.contact.contact_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.
Contact Name	`contactName`	`string`	Display Name of the contact. Max-length [200].
Company Name	`companyName`	`string`	Company Name of the contact. Max-length [200].
Website	`website`	`string`	Website of the contact.
Language Code	`languageCode`	`string`	Select a value from the drop down menu:`deenesfritjanlptpt_brsvzhen_gb`
Customer Sub Type	`customerSubType`	`string`	Select a value from the drop down menu:`businessindividual`
Credit Limit	`creditLimit`	`string`	Credit limit for a customer.
Tags	`tags`	`string[]`	An array of tag objects. Example: {"tag_id":"124567890","tag_option_id":"1234567890"}
Is Portal Enabled	`isPortalEnabled`	`boolean`	To enable client portal for the contact.
Currency Id	`currencyId`	`string`	Select a value from the drop down menu.
Payment Terms	`paymentTerms`	`integer`	Net payment term for the customer.
Payment Terms Label	`paymentTermsLabel`	`string`	Label for the paymet due details.
Notes	`notes`	`string`	Commennts about the payment made by the contact.
Exchange Rate	`exchangeRate`	`string`	Exchange rate for the opening balance.
VAT Treatment	`vatTreatment`	`string`	Enter vat treatment.
GST No	`gstNo`	`string`	15 digit GST identification number of the customer.
Avatax Use Code	`avataxUseCode`	`string`	Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule.
Tax Id	`taxId`	`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

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Create Customer with Zoho Books API on New Answers for Specific Questions from Stack Exchange (Stack Overflow) API

Pipedream makes it easy to connect APIs for Zoho Books, Stack Exchange (Stack Overflow) 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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