Create Expense with Zoho Expense API on New Field from Airtable API

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Trigger workflow on

New Field from the Airtable API

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Create Expense with the Zoho Expense API

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Getting Started#

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

Select this integration
Configure the New Field trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
Configure the Create Expense action
1. Connect your Zoho Expense account
2. Select a Organization ID
3. Select a Currency ID
4. Optional- Configure Is Reimbursable
5. Configure How Many Items
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 Field on Airtable

Description:Emit new event for each new field created in a table

Version:0.0.6

Key:airtable_oauth-new-field

View on GitHub

Airtable 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 common from "../common/common.mjs";

export default {
  name: "New Field",
  description: "Emit new event for each new field created in a table",
  key: "airtable_oauth-new-field",
  version: "0.0.6",
  type: "source",
  props: {
    ...common.props,
    tableId: {
      propDefinition: [
        common.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
  },
  methods: {
    _getFieldIds() {
      return this.db.get("fieldIds") || [];
    },
    _setFieldIds(fieldIds) {
      this.db.set("fieldIds", fieldIds);
    },
  },
  async run() {
    const fieldIds = this._getFieldIds();

    const { tables } = await this.airtable.listTables({
      baseId: this.baseId,
    });
    const { fields } = tables.find(({ id }) => id === this.tableId);

    for (const field of fields) {
      if (fieldIds.includes(field.id)) {
        continue;
      }
      fieldIds.push(field.id);
      this.$emit(field, {
        id: field.id,
        summary: field.name,
        ts: Date.now(),
      });
    }

    this._setFieldIds(fieldIds);
  },
};

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
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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#

Create Expense on Zoho Expense

Description:Generate a new expense entry in the Zoho Expense system. [See the Documentation](https://www.zoho.com/expense/api/v1/expenses/#create-an-expense).

Version:0.0.1

Key:zoho_expense-create-expense

View on GitHub

Zoho Expense Overview#

The Zoho Expense API allows for streamlined management of expense reporting and tracking. With Pipedream, you can automate various tasks like submitting expenses, approving reports, or syncing expense data with other accounting tools. Pipedream's serverless platform enables you to create workflows that react to new expense submissions, scheduled report generation, and much more, without the hassle of managing infrastructure.

Action Code#

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

export default {
  key: "zoho_expense-create-expense",
  name: "Create Expense",
  description: "Generate a new expense entry in the Zoho Expense system. [See the Documentation](https://www.zoho.com/expense/api/v1/expenses/#create-an-expense).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    organizationId: {
      propDefinition: [
        app,
        "organizationId",
      ],
    },
    currencyId: {
      propDefinition: [
        app,
        "currencyId",
        ({ organizationId }) => ({
          organizationId,
        }),
      ],
    },
    isReimbursable: {
      type: "boolean",
      label: "Is Reimbursable",
      description: "Whether the expense is reimbursable",
      optional: true,
    },
    numberOfItems: {
      type: "integer",
      label: "How Many Items",
      description: "The number of items to create",
      default: 1,
      reloadProps: true,
    },
  },
  methods: {
    createExpense(args = {}) {
      return this.app.post({
        path: "/expenses",
        ...args,
      });
    },
    getLineItems() {
      return Array.from({
        length: this.numberOfItems,
      }).reduce((reduction, _, index) => {
        const itemKey = `item${index + 1}`;
        const {
          [`${itemKey}_categoryId`]: categoryId,
          [`${itemKey}_amount`]: amount,
          [`${itemKey}_description`]: description,
        } = this;
        return [
          ...reduction,
          {
            category_id: categoryId,
            amount,
            description,
          },
        ];
      }, []);
    },
  },
  async additionalProps() {
    const {
      organizationId,
      numberOfItems,
    } = this;

    if (!organizationId || !numberOfItems) {
      return {};
    }

    const { expense_accounts: categories = [] } =
      await this.app.listExpenseCategories({
        headers: {
          organizationId,
        },
      });

    const categoryOptions = categories
      .filter(({
        status, is_enabled,
      }) => status === "active" && is_enabled)
      .map(({
        category_id: value, category_name: label,
      }) => ({
        label,
        value,
      }));

    return Array.from({
      length: this.numberOfItems,
    }).reduce((reduction, _, index) => {
      const itemIndex = index + 1;
      const itemKey = `item${itemIndex}`;
      return {
        ...reduction,
        [`${itemKey}_categoryId`]: {
          type: "string",
          label: `Item ${itemIndex} - Category ID`,
          description: `The ID of the category for item ${itemIndex}`,
          options: categoryOptions,
        },
        [`${itemKey}_amount`]: {
          type: "string",
          label: `Item ${itemIndex} - Amount`,
          description: `The amount of the item ${itemIndex}`,
        },
        [`${itemKey}_description`]: {
          type: "string",
          label: `Item ${itemIndex} - Description`,
          description: `The description of the item ${itemIndex}`,
          optional: true,
        },
      };
    }, {});
  },
  async run({ $: step }) {
    const {
      organizationId, currencyId, isReimbursable,
    } = this;

    const response = await this.createExpense({
      step,
      headers: {
        organizationId,
      },
      data: {
        currency_id: currencyId,
        is_reimbursable: isReimbursable,
        line_items: this.getLineItems(),
      },
    });

    step.export("$summary", `Successfully created expense with ID ${response.expenses[0]?.expense_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 Expense	`app`	`app`	This component uses the Zoho Expense app.
Organization ID	`organizationId`	`string`	Select a value from the drop down menu.
Currency ID	`currencyId`	`string`	Select a value from the drop down menu.
Is Reimbursable	`isReimbursable`	`boolean`	Whether the expense is reimbursable
How Many Items	`numberOfItems`	`integer`	The number of items to create

Action Authentication#

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

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

ZohoExpense.orgsettings.READZohoExpense.fullaccess.ALL

About Zoho Expense#

Zoho Expense enables you to make online travel bookings and manage offline travel as well.

More Ways to Connect Zoho Expense + Airtable#

Other Popular Integrations#

Reject Travel Request with Zoho Expense API on New Field from Airtable API

Airtable + Zoho Expense

Create Expense with Zoho Expense API on New Field from Airtable API

Pipedream makes it easy to connect APIs for Zoho Expense, Airtable 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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