Create Invoice with Finmei API on New Lead (Instant) from Zoho CRM API

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Trigger workflow on

New Lead (Instant) from the Zoho CRM API

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Create Invoice with the Finmei API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Finmei 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 (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Invoice action
1. Connect your Finmei account
2. Select a Type
3. Configure Date
4. Configure Series
5. Configure Currency
6. Configure Buyer
7. Configure Product(s)
8. Optional- Configure Use Default Seller Info
9. Optional- Configure Additional 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 (Instant) on Zoho CRM

Description:Emits an event each time a new lead is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-lead

View on GitHub

Zoho CRM Overview#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Trigger Code#

import common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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 CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.

Trigger Authentication#

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

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

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action#

Create Invoice on Finmei

Description:Generates a new invoice within Finmei. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0)

Version:0.0.1

Key:finmei-create-invoice

View on GitHub

Finmei Overview#

The Finmei API offers access to a platform geared towards financial data management. With Pipedream, you can harness this API to craft serverless workflows that automate financial tasks, integrate with other services, and streamline data analysis. This includes tracking expenses, aggregating financial reports, or syncing data across different financial tools. Pipedream's no-code platform allows you to connect Finmei to hundreds of other apps, trigger actions based on various events, and manage data with built-in CRON scheduling.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { INVOICE_TYPES } from "../../common/constants.mjs";
import finmei from "../../finmei.app.mjs";
import { parseAsJSON } from "../../common/utils.mjs";

export default {
  key: "finmei-create-invoice",
  name: "Create Invoice",
  description:
    "Generates a new invoice within Finmei. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0)",
  version: "0.0.1",
  type: "action",
  props: {
    finmei,
    type: {
      type: "string",
      label: "Type",
      description: "The type of invoice to create",
      options: INVOICE_TYPES,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date showed in the invoice. Format: `YYYY-MM-DD`",
    },
    series: {
      type: "string",
      label: "Series",
      description: "Invoice series in string format",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Uppercase three letter currency code, e.g. `USD`",
    },
    buyer: {
      type: "object",
      label: "Buyer",
      description:
        "The buyer info, as an object. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for the properties. Example: `{ \"type\": \"company\", \"company_name\": \"My Company\" }`",
    },
    products: {
      type: "string[]",
      label: "Product(s)",
      description:
        "One or more products as JSON-stringified objects. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for the properties. Example: `{ \"name\": \"My Product\", \"units\": \"pcs\", \"quantity\": 2, \"price\": 10 }`",
    },
    useDefaultSellerInfo: {
      type: "boolean",
      label: "Use Default Seller Info",
      description:
        "If true, you do not need to provide seller info. Your business info and latest invoice information will be used.",
      optional: true,
      default: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description:
        "Additional parameters to send in the request. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for available parameters. Values will be parsed as JSON where applicable.",
      optional: true,
    },
  },
  async run({ $ }) {
    let products, buyer;
    try {
      const value = parseAsJSON(this.products);
      products = value.map(parseAsJSON);
    } catch (e) {
      throw new ConfigurationError(
        `Error parsing JSON value in \`Product(s)\` prop as JSON: \`${e}\``,
      );
    }
    try {
      buyer = parseAsJSON(this.buyer);
    } catch (e) {
      throw new ConfigurationError(
        `Error parsing JSON value in \`Product(s)\` prop as JSON: \`${e}\``,
      );
    }

    let additionalOptions = Object.fromEntries(
      Object.entries(this.additionalOptions ?? {}).map(([
        key,
        value,
      ]) => {
        // optional JSON parsing
        try {
          return [
            key,
            JSON.parse(value),
          ];
        } catch (e) {
          return [
            key,
            value,
          ];
        }
      }),
    );

    const response = await this.finmei.createInvoice({
      $,
      data: {
        type: this.type,
        invoice_date: this.date,
        series: this.series,
        currency: this.currency,
        use_default_seller_info: this.useDefaultSellerInfo,
        buyer,
        products,
        ...additionalOptions,
      },
    });
    $.export(
      "$summary",
      `Successfully created invoice (ID: ${response?.data?.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
Finmei	`finmei`	`app`	This component uses the Finmei app.
Type	`type`	`string`	Select a value from the drop down menu:`regular_invoicevat_invoicepreliminary_invoicepreliminary_vat_invoicecredit_invoicecredit_vat_invoice`
Date	`date`	`string`	Date showed in the invoice. Format: `YYYY-MM-DD`
Series	`series`	`string`	Invoice series in string format
Currency	`currency`	`string`	Uppercase three letter currency code, e.g. `USD`
Buyer	`buyer`	`object`	The buyer info, as an object. See the documentation for the properties. Example: `{ "type": "company", "company_name": "My Company" }`
Product(s)	`products`	`string[]`	One or more products as JSON-stringified objects. See the documentation for the properties. Example: `{ "name": "My Product", "units": "pcs", "quantity": 2, "price": 10 }`
Use Default Seller Info	`useDefaultSellerInfo`	`boolean`	If true, you do not need to provide seller info. Your business info and latest invoice information will be used.
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for available parameters. Values will be parsed as JSON where applicable.

Create Invoice with Finmei API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Finmei, Zoho 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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