Create Invoice with Clientary API on Meeting Created (Instant) from Zoom API

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Meeting Created (Instant) from the Zoom API

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Create Invoice with the Clientary API

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Getting Started#

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

Select this integration
Configure the Meeting Created (Instant) trigger
1. Connect your Zoom account
2. Configure apphook
Configure the Create Invoice action
1. Connect your Clientary account
2. Configure Invoice Date
3. Configure Due Date
4. Configure Currency Code
5. Optional- Configure Number
6. Optional- Configure Invoice Item Attributes
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#

Meeting Created (Instant) on Zoom

Description:Emit new event each time a meeting is created where you're the host

Version:0.1.4

Key:zoom-meeting-created

View on GitHub

Zoom Overview#

The Zoom API lets you tap into a rich set of functionalities to enhance the video conferencing experience within your own app or workflow. With the Zoom API on Pipedream, you can automatically create meetings, manage users, send meeting notifications, and more, orchestrating these actions within a broader automation. This allows for seamless integration with other services, enabling both data collection and action triggers based on Zoom events.

Pipedream workflows allow you to run any Node.js code that connects to the Zoom API. Just create a new workflow, then add prebuilt Zoom actions (create a meeting, send a chat message, etc.) or write your own code. These workflows can be triggered by HTTP requests, timers, email, or on any app-based event (new tweets, a Github PR, Zoom events, etc).

Trigger Code#

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

export default {
  ...common,
  key: "zoom-meeting-created",
  name: "Meeting Created (Instant)",
  description: "Emit new event each time a meeting is created where you're the host",
  version: "0.1.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    apphook: {
      type: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_BY_ME,
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_FOR_ME,
        ];
      },
    },
  },
  hooks: {
    async deploy() {
      const { meetings } = await this.app.listMeetings({
        params: {
          page_size: 25,
        },
      });
      if (!meetings || meetings.length === 0) {
        return;
      }
      const objects = this.sortByDate(meetings, "created_at");
      for (const object of objects) {
        this.emitEvent({
          object,
        }, object);
      }
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: "meeting.created",
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} created`,
        ts: +new Date(object.start_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
Zoom	`app`	`app`	This component uses the Zoom app.
	`apphook`	`$.interface.apphook`

Trigger Authentication#

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

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

chat_channel:readchat_channel:writechat_contact:readchat_message:readchat_message:writemeeting:readmeeting:writepac:readpac:writephone:readphone:writerecording:readrecording:writeuser:readuser:writewebinar:readwebinar:write

About Zoom#

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.

Action#

Create Invoice on Clientary

Description:Creates a new invoice. [See docs here](https://www.clientary.com/api/invoices)

Version:0.0.2

Key:clientary-create-invoice

View on GitHub

Clientary Overview#

The Clientary API allows you to automate and integrate Clientary's project management, time tracking, and invoicing functionalities within Pipedream. By leveraging this API, you can create custom workflows to streamline operations, such as syncing new invoices with accounting software, triggering notifications based on project updates, or automating time tracking entries. Pipedream acts as the glue, enabling you to connect Clientary with hundreds of other apps to create sophisticated, serverless workflows tailored to your business needs.

Action Code#

import { defineAction } from "@pipedream/types";
import { ConfigurationError } from "@pipedream/platform";
import app from "../../app/clientary.app.mjs";
export default defineAction({
    key: "clientary-create-invoice",
    version: "0.0.2",
    annotations: {
        destructiveHint: false,
        openWorldHint: true,
        readOnlyHint: false,
    },
    name: "Create Invoice",
    description: "Creates a new invoice. [See docs here](https://www.clientary.com/api/invoices)",
    type: "action",
    props: {
        app,
        date: {
            type: "string",
            label: "Invoice Date",
            description: "The date of the invoice, e.g. `2022/11/17`",
        },
        dueDate: {
            type: "string",
            label: "Due Date",
            description: "The due date of the invoice, e.g. `2022/12/17`",
        },
        currencyCode: {
            type: "string",
            label: "Currency Code",
            description: "Currency Code, e.g. `USD`, `EUR`",
        },
        number: {
            type: "string",
            label: "Number",
            description: "Invoice number. Must be unique, e.g. `101`",
            optional: true,
        },
        invoiceItemsAttributes: {
            type: "string",
            label: "Invoice Item Attributes",
            description: "Invoice items attributes. Must be a valid JSON Array string, e.g. `[ { \"title\": \"foo\", \"quantity\": 1, \"price\": 100 }, { \"title\": \"bar\", \"quantity\": 2, \"price\": 200 } ]`",
            optional: true,
        },
    },
    async run({ $ }) {
        let invoiceItemsAttributes;
        if (this.invoiceItemsAttributes) {
            try {
                invoiceItemsAttributes = JSON.parse(this.invoiceItemsAttributes);
            }
            catch {
                throw new ConfigurationError("`Estimate Items Attributes` must be a valid JSON Array string");
            }
        }
        const response = await this.app.getRequestMethod("createInvoice")({
            $,
            data: {
                date: this.date,
                due_date: this.dueDate,
                currency_code: this.currencyCode,
                number: this.number,
                invoice_items_attributes: invoiceItemsAttributes,
            },
        });
        $.export("$summary", `Successfully created an invoice (ID: ${response.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
Clientary	`app`	`app`	This component uses the Clientary app.
Invoice Date	`date`	`string`	The date of the invoice, e.g. `2022/11/17`
Due Date	`dueDate`	`string`	The due date of the invoice, e.g. `2022/12/17`
Currency Code	`currencyCode`	`string`	Currency Code, e.g. `USD`, `EUR`
Number	`number`	`string`	Invoice number. Must be unique, e.g. `101`
Invoice Item Attributes	`invoiceItemsAttributes`	`string`	Invoice items attributes. Must be a valid JSON Array string, e.g. `[ { "title": "foo", "quantity": 1, "price": 100 }, { "title": "bar", "quantity": 2, "price": 200 } ]`

Action Authentication#

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

To connect your Clientary account with Pipedream,

Find your Clientary domain and paste it below. If the full URL is https://mygreatcompany.clientary.com, your domain is mygreatcompany.
Go to your user profile page in Clientary. You can find this on the upper right corner after logging in.
Click to "Generate API Token" to generate a unique token. Copy and paste that token below.

Create Invoice with Clientary API on Meeting Created (Instant) from Zoom API

Pipedream makes it easy to connect APIs for Clientary, Zoom and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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