Create Invoice Line Item with Stripe API on New Lead Created from Vtiger CRM API

Pipedream makes it easy to connect APIs for Stripe, Vtiger CRM and 2,400+ other apps remarkably fast.

Trigger workflow on

New Lead Created from the Vtiger CRM API

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Create Invoice Line Item with the Stripe API

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Getting Started#

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

Select this integration
Configure the New Lead Created trigger
1. Connect your Vtiger CRM account
2. Configure timer
Configure the Create Invoice Line Item action
1. Connect your Stripe account
2. Select a Customer ID
3. Optional- Select a Price ID
4. Optional- Select a Subscription ID
5. Optional- Select a Invoice ID
6. Optional- Configure Amount
7. Optional- Select a Currency
8. Optional- Configure Quantity
9. Optional- Configure Description
10. Optional- Configure Metadata
11. Optional- Configure Advanced Options
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 Lead Created on Vtiger CRM

Description:Emit new event when a new lead is created in VTiger CRM.

Version:0.0.1

Key:vtiger_crm-new-lead-created

View on GitHub

Vtiger CRM Overview#

The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.

Trigger Code#

import base from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...base,
  key: "vtiger_crm-new-lead-created",
  name: "New Lead Created",
  description: "Emit new event when a new lead is created in VTiger CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async getResources(modifiedTime) {
      const { result: { updated: leads } } = await this.vtiger.getSync({
        params: {
          modifiedTime,
          elementType: "Leads",
          syncType: "user",
        },
      });
      return leads;
    },
    getTsField() {
      return "createdtime";
    },
    generateMeta(lead) {
      return {
        id: lead.id,
        summary: `New Lead with ID ${lead.id}`,
        ts: Date.parse(lead.createdtime),
      };
    },
  },
  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.

Label	Prop	Type	Description
Vtiger CRM	`vtiger`	`app`	This component uses the Vtiger CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your Access Key,

Navigate to your Vtiger CRM account and sign in
Click the dropdown on the to right
Go to “My Preferences”

Your instance is 1234.abc if your Vtiger CRM dashboard URL is https://1234.abc.vtiger.com/
Enter the email address you use to log into VTiger CRM as the username

About Vtiger CRM#

Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View

Action#

Create Invoice Line Item on Stripe

Description:Add a line item to an invoice. [See the docs](https://stripe.com/docs/api/invoiceitems/create) for more information

Version:0.1.0

Key:stripe-create-invoice-item

View on GitHub

Stripe Overview#

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Action Code#

import pick from "lodash.pick";
import app from "../../stripe.app.mjs";

export default {
  key: "stripe-create-invoice-item",
  name: "Create Invoice Line Item",
  type: "action",
  version: "0.1.0",
  description: "Add a line item to an invoice. [See the " +
    "docs](https://stripe.com/docs/api/invoiceitems/create) for more information",
  props: {
    app,
    customer: {
      propDefinition: [
        app,
        "customer",
      ],
      optional: false,
    },
    price: {
      propDefinition: [
        app,
        "price",
      ],
    },
    subscription: {
      propDefinition: [
        app,
        "subscription",
        ({ customer }) => ({
          customer,
        }),
      ],
    },
    invoice: {
      propDefinition: [
        app,
        "invoice",
        ({
          customer, subscription,
        }) => ({
          customer,
          subscription,
        }),
      ],
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    currency: {
      propDefinition: [
        app,
        "currency",
      ],
    },
    quantity: {
      propDefinition: [
        app,
        "quantity",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
    },
    metadata: {
      propDefinition: [
        app,
        "metadata",
      ],
    },
    advanced: {
      propDefinition: [
        app,
        "metadata",
      ],
      label: "Advanced Options",
      description: "Add any additional parameters that you require here",
    },
  },
  async run({ $ }) {
    const resp = await this.app.sdk().invoiceItems.create({
      ...pick(this, [
        "customer",
        "price",
        "subscription",
        "invoice",
        "amount",
        "currency",
        "quantity",
        "description",
        "metadata",
      ]),
      ...this.advanced,
    });

    $.export("$summary", "Successfully added new invoice item");

    return resp;
  },
};

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
Stripe	`app`	`app`	This component uses the Stripe app.
Customer ID	`customer`	`string`	Select a value from the drop down menu.
Price ID	`price`	`string`	Select a value from the drop down menu.
Subscription ID	`subscription`	`string`	Select a value from the drop down menu.
Invoice ID	`invoice`	`string`	Select a value from the drop down menu.
Amount	`amount`	`integer`	Amount. Use the smallest currency unit (e.g., 100 cents to charge $1.00 or 100 to charge ¥100, a zero-decimal currency). The minimum amount is $0.50 US or equivalent in charge currency. The amount value supports up to eight digits (e.g., a value of 99999999 for a USD charge of $999,999.99).
Currency	`currency`	`string`	Select a value from the drop down menu.
Quantity	`quantity`	`integer`
Description	`description`	`string`
Metadata	`metadata`	`object`	Associate other information that's meaningful to you with Stripe activity. Metadata will not be shown to customers or affect whether or not a payment is accepted.
Advanced Options	`advanced`	`object`	Add any additional parameters that you require here

Action Authentication#

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

Create a Stripe API key
Click "Create Restricted Key"
Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe#

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

More Ways to Connect Stripe + Vtiger CRM#

Other Popular Integrations#

Cancel Or Reverse a Payout with Stripe API on New Lead Created from Vtiger CRM API

Vtiger CRM + Stripe

Create Invoice Line Item with Stripe API on New Lead Created from Vtiger CRM API

Pipedream makes it easy to connect APIs for Stripe, Vtiger CRM 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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