← Drip + Square integrations

Create Invoice with Square API on New Tag Applied (Instant) from Drip API

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New Tag Applied (Instant) from the Drip API
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Create Invoice with the Square API
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Getting Started

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

  1. Select this integration
  2. Configure the New Tag Applied (Instant) trigger
    1. Connect your Drip account
    2. Configure Include Received Email
  3. Configure the Create Invoice action
    1. Connect your Square account
    2. Select a Location
    3. Select a Order
    4. Select a Customer
    5. Configure Due Date
    6. Select one or more Accepted Payment Methods
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a tag is applied to a subscriber
Version:0.0.1
Key:drip-new-tag-applied

Drip Overview

The Drip API allows for powerful email marketing automation, providing tools to craft every interaction with your leads, trial users, and customers. With the Drip API on Pipedream, you can manage subscribers, send emails, track user actions, and more. This integration opens up possibilities for syncing subscriber data, triggering communication based on user behavior, and connecting your email marketing to a wider ecosystem of tools.

Trigger Code

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

export default {
  ...base,
  key: "drip-new-tag-applied",
  name: "New Tag Applied (Instant)",
  description: "Emit new event when a tag is applied to a subscriber",
  version: "0.0.1",
  dedupe: "unique",
  type: "source",
  methods: {
    ...base.methods,
    getEventType() {
      return "subscriber.applied_tag";
    },
    getSummary({
      properties: { tag },
      subscriber: {
        email, first_name, last_name,
      },
    }) {
      let string = `New Tag ${tag} for ${email}`;
      if (first_name) string += ` - ${first_name} ${last_name}`;
      return string;
    },
  },
};

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.
LabelPropTypeDescription
DripdripappThis component uses the Drip app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
Include Received EmailincludeReceivedEmailboolean

A Boolean specifying whether we should send a notification whenever a subscriber receives an email.

Trigger Authentication

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

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

About Drip

Marketing automation

Action

Description:Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. [See the documentation](https://developer.squareup.com/reference/square/invoices-api/create-invoice).
Version:0.0.4
Key:square-create-invoice

Square Overview

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Action Code

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

export default {
  key: "square-create-invoice",
  name: "Create Invoice",
  description: "Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. [See the documentation](https://developer.squareup.com/reference/square/invoices-api/create-invoice).",
  type: "action",
  version: "0.0.4",
  props: {
    square,
    location: {
      propDefinition: [
        square,
        "location",
      ],
    },
    order: {
      propDefinition: [
        square,
        "order",
        (c) => ({
          location: c.location,
        }),
      ],
    },
    customer: {
      propDefinition: [
        square,
        "customer",
      ],
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "The due date for the payment request, in `YYYY-MM-DD` format",
    },
    acceptedPaymentMethods: {
      type: "string[]",
      label: "Accepted Payment Methods",
      description: "The payment methods that customers can use to pay the invoice on the Square-hosted invoice page. This setting is independent of any automatic payment requests for the invoice.",
      options: [
        "card",
        "square_gift_card",
        "bank_account",
        "buy_now_pay_later",
        "cash_app_pay",
      ],
    },
  },
  async run({ $ }) {
    const paymentRequests = [
      {
        request_type: "BALANCE",
        automatic_payment_source: "NONE",
        due_date: this.dueDate,
      },
    ];

    const acceptedPaymentMethods = {};
    this.acceptedPaymentMethods.forEach((method) => acceptedPaymentMethods[method] = true);

    const response = await this.square.createInvoice({
      $,
      generateIdempotencyKey: true,
      data: {
        invoice: {
          location_id: this.location,
          order_id: this.order,
          payment_requests: paymentRequests,
          delivery_method: "EMAIL",
          accepted_payment_methods: acceptedPaymentMethods,
          primary_recipient: {
            customer_id: this.customer,
          },
        },
      },
    });
    $.export("$summary", `Successfully created invoice with ID ${response.invoice.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.

LabelPropTypeDescription
SquaresquareappThis component uses the Square app.
LocationlocationstringSelect a value from the drop down menu.
OrderorderstringSelect a value from the drop down menu.
CustomercustomerstringSelect a value from the drop down menu.
Due DatedueDatestring

The due date for the payment request, in YYYY-MM-DD format

Accepted Payment MethodsacceptedPaymentMethodsstring[]Select a value from the drop down menu:cardsquare_gift_cardbank_accountbuy_now_pay_latercash_app_pay

Action Authentication

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

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

CUSTOMERS_READCUSTOMERS_WRITEPAYMENTS_READPAYMENTS_WRITEORDERS_READORDERS_WRITESUBSCRIPTIONS_READSUBSCRIPTIONS_WRITEITEMS_READITEMS_WRITEINVOICES_READINVOICES_WRITELOYALTY_READLOYALTY_WRITEEMPLOYEES_READEMPLOYEES_WRITEMERCHANT_PROFILE_READBANK_ACCOUNTS_READSETTLEMENTS_READDEVELOPER_APPLICATION_WEBHOOKS_WRITEAPPOINTMENTS_ALL_READAPPOINTMENTS_READ

About Square

Solutions & Tools to Grow Your Business

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