← Twilio + Zoho Books integrations

Create Item with Zoho Books API on New Incoming SMS (Instant) from Twilio API

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Create Item with the Zoho Books API
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Getting Started

This integration creates a workflow with a Twilio trigger and Zoho Books 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 Incoming SMS (Instant) trigger
    1. Connect your Twilio account
    2. Select a Incoming Phone Number
    3. Configure Twilio Auth Token
    4. Optional- Configure Response Message
  3. Configure the Create Item action
    1. Connect your Zoho Books account
    2. Configure organization_id
    3. Configure name
    4. Configure rate
    5. Optional- Configure description
    6. Optional- Configure tax_id
    7. Optional- Configure tax_percentage
    8. Optional- Configure sku
    9. Optional- Select a product_type
    10. Optional- Configure hsn_or_sac
    11. Optional- Configure is_taxable
    12. Optional- Configure tax_exemption_id
    13. Optional- Configure account_id
    14. Optional- Configure avatax_tax_code
    15. Optional- Configure avatax_use_code
    16. Optional- Select a item_type
    17. Optional- Configure purchase_description
    18. Optional- Configure purchase_rate
    19. Optional- Configure purchase_account_id
    20. Optional- Configure inventory_account_id
    21. Optional- Configure vendor_id
    22. Optional- Configure reorder_level
    23. Optional- Configure initial_stock
    24. Optional- Configure initial_stock_rate
    25. Optional- Configure item_tax_preferences
  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 every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.
Version:0.1.3
Key:twilio-new-incoming-sms

Twilio Overview

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Trigger Code

import twilio from "twilio";
import common from "../common-webhook.mjs";
import constants from "../../common/constants.mjs";

const MessagingResponse = twilio.twiml.MessagingResponse;

export default {
  ...common,
  key: "twilio-new-incoming-sms",
  name: "New Incoming SMS (Instant)",
  description: "Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.",
  version: "0.1.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    responseMessage: {
      propDefinition: [
        common.props.twilio,
        "responseMessage",
      ],
    },
  },
  methods: {
    ...common.methods,
    getServiceType() {
      return constants.SERVICE_TYPE.SMS;
    },
    getResponseBody() {
      const twiml = new MessagingResponse();
      let responseBody = "<Response></Response>";
      if (this.responseMessage) {
        twiml.message(this.responseMessage);
        responseBody = twiml.toString();
      }
      return responseBody;
    },
    generateMeta(body, headers) {
      return {
        /** if Twilio retries a message, but we've already emitted, dedupe */
        id: headers["i-twilio-idempotency-token"],
        summary: body.Body,
        ts: Date.now(),
      };
    },
  },
};

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
TwiliotwilioappThis component uses the Twilio app.
Incoming Phone NumberincomingPhoneNumberstringSelect a value from the drop down menu.
Twilio Auth TokenauthTokenstring

Your Twilio auth token, found in your Twilio console. Required for validating Twilio events.

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.
Response MessageresponseMessagestring

The message you want to send in response to incoming messages. Leave this blank if you don't need to issue a response.

Trigger Authentication

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

To connect your Twilio account to Pipedream,

API Key and API Key SID

First, create an API key in Twilio.

  • There are three types of keys: Main, Standard, and Restricted. You'll need a Main key to interact with certain API endpoints, like /Accounts.
  • If you don't need to interact with those endpoints, you can use a Standard or Restricted key.

After creating your key, you'll see fields for Sid and Secret. Enter those in the fields below.

Account SID and Auth Token

Visit your Twilio Dashboard. You'll see your Account SID and Auth Token under Account info.

About Twilio

Twilio is a cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale.

Action

Description:Creates a new item.
Version:0.2.1
Key:zoho_books-create-item

Zoho Books Overview

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Action Code

// legacy_hash_id: a_Xzi1qo
import { axios } from "@pipedream/platform";

export default {
  key: "zoho_books-create-item",
  name: "Create Item",
  description: "Creates a new item.",
  version: "0.2.1",
  type: "action",
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    },
    organization_id: {
      type: "string",
      description: "In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc.\n\nThe parameter `organization_id` should be sent in with every API request to identify the organization.\n\nThe `organization_id` can be obtained from the GET `/organizations` API's JSON response. Alternatively, it can be obtained from the **Manage Organizations** page in the admin console.",
    },
    name: {
      type: "string",
      description: "Name of the item. Max-length [100]",
    },
    rate: {
      type: "string",
      description: "Price of the item.",
    },
    description: {
      type: "string",
      description: "Description for the item. Max-length [2000]",
      optional: true,
    },
    tax_id: {
      type: "string",
      description: "ID of the tax to be associated to the item.",
      optional: true,
    },
    tax_percentage: {
      type: "string",
      description: "Percent of the tax.",
      optional: true,
    },
    sku: {
      type: "string",
      description: "SKU value of item,should be unique throughout the product",
      optional: true,
    },
    product_type: {
      type: "string",
      description: "Specify the type of an item. Allowed values: `goods` or `service` or `digital_service`.",
      optional: true,
      options: [
        "goods",
        "service",
        "digital_service",
      ],
    },
    hsn_or_sac: {
      type: "string",
      description: "HSN Code.",
      optional: true,
    },
    is_taxable: {
      type: "boolean",
      description: "Boolean to track the taxability of the item.",
      optional: true,
    },
    tax_exemption_id: {
      type: "string",
      description: "ID of the tax exemption. Mandatory, if is_taxable is false.",
      optional: true,
    },
    account_id: {
      type: "string",
      description: "ID of the account to which the item has to be associated with.",
      optional: true,
    },
    avatax_tax_code: {
      type: "string",
      description: "A tax code is a unique label used to group Items (products, services, or charges) together. Max-length [25]",
      optional: true,
    },
    avatax_use_code: {
      type: "string",
      description: "Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule. Select from Avalara [standard codes][1] or enter a custom code. Max-length [25]",
      optional: true,
    },
    item_type: {
      type: "string",
      description: "Type of the item. Allowed values: `sales`,`purchases`,`sales_and_purchases` and `inventory`. Default value will be sales.",
      optional: true,
      options: [
        "sales",
        "purchases",
        "sales_and_purchases",
        "inventory",
      ],
    },
    purchase_description: {
      type: "string",
      description: "Purchase description for the item.",
      optional: true,
    },
    purchase_rate: {
      type: "string",
      description: "Purchase price of the item.",
      optional: true,
    },
    purchase_account_id: {
      type: "string",
      description: "ID of the COGS account to which the item has to be associated with. Mandatory, if item_type is purchase / sales and purchase / inventory.",
      optional: true,
    },
    inventory_account_id: {
      type: "string",
      description: "ID of the stock account to which the item has to be associated with. Mandatory, if item_type is inventory.",
      optional: true,
    },
    vendor_id: {
      type: "string",
      description: "Preferred vendor ID.",
      optional: true,
    },
    reorder_level: {
      type: "string",
      description: "Reorder level of the item.",
      optional: true,
    },
    initial_stock: {
      type: "string",
      description: "Opening stock of the item.",
      optional: true,
    },
    initial_stock_rate: {
      type: "string",
      description: "Unit price of the opening stock.",
      optional: true,
    },
    item_tax_preferences: {
      type: "any",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://www.zoho.com/books/api/v3/#Items_Create_an_Item

    if (!this.organization_id || !this.name || !this.rate) {
      throw new Error("Must provide organization_id, name, and rate parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://books.${this.zoho_books.$auth.base_api_uri}/api/v3/items?organization_id=${this.organization_id}`,
      headers: {
        Authorization: `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      data: {
        name: this.name,
        rate: this.rate,
        description: this.description,
        tax_id: this.tax_id,
        tax_percentage: this.tax_percentage,
        sku: this.sku,
        product_type: this.product_type,
        hsn_or_sac: this.hsn_or_sac,
        is_taxable: this.is_taxable,
        tax_exemption_id: this.tax_exemption_id,
        account_id: this.account_id,
        avatax_tax_code: this.avatax_tax_code,
        avatax_use_code: this.avatax_use_code,
        item_type: this.item_type,
        purchase_description: this.purchase_description,
        purchase_rate: this.purchase_rate,
        purchase_account_id: this.purchase_account_id,
        inventory_account_id: this.inventory_account_id,
        vendor_id: this.vendor_id,
        reorder_level: this.reorder_level,
        initial_stock: this.initial_stock,
        initial_stock_rate: this.initial_stock_rate,
        item_tax_preferences: this.item_tax_preferences,
      },
    });
  },
};

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
Zoho Bookszoho_booksappThis component uses the Zoho Books app.
organization_idorganization_idstring

In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc.

The parameter organization_id should be sent in with every API request to identify the organization.

The organization_id can be obtained from the GET /organizations API's JSON response. Alternatively, it can be obtained from the Manage Organizations page in the admin console.

namenamestring

Name of the item. Max-length [100]

rateratestring

Price of the item.

descriptiondescriptionstring

Description for the item. Max-length [2000]

tax_idtax_idstring

ID of the tax to be associated to the item.

tax_percentagetax_percentagestring

Percent of the tax.

skuskustring

SKU value of item,should be unique throughout the product

product_typeproduct_typestringSelect a value from the drop down menu:goodsservicedigital_service
hsn_or_sachsn_or_sacstring

HSN Code.

is_taxableis_taxableboolean

Boolean to track the taxability of the item.

tax_exemption_idtax_exemption_idstring

ID of the tax exemption. Mandatory, if is_taxable is false.

account_idaccount_idstring

ID of the account to which the item has to be associated with.

avatax_tax_codeavatax_tax_codestring

A tax code is a unique label used to group Items (products, services, or charges) together. Max-length [25]

avatax_use_codeavatax_use_codestring

Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule. Select from Avalara [standard codes][1] or enter a custom code. Max-length [25]

item_typeitem_typestringSelect a value from the drop down menu:salespurchasessales_and_purchasesinventory
purchase_descriptionpurchase_descriptionstring

Purchase description for the item.

purchase_ratepurchase_ratestring

Purchase price of the item.

purchase_account_idpurchase_account_idstring

ID of the COGS account to which the item has to be associated with. Mandatory, if item_type is purchase / sales and purchase / inventory.

inventory_account_idinventory_account_idstring

ID of the stock account to which the item has to be associated with. Mandatory, if item_type is inventory.

vendor_idvendor_idstring

Preferred vendor ID.

reorder_levelreorder_levelstring

Reorder level of the item.

initial_stockinitial_stockstring

Opening stock of the item.

initial_stock_rateinitial_stock_ratestring

Unit price of the opening stock.

item_tax_preferencesitem_tax_preferencesany

Action Authentication

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

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

ZohoBooks.fullaccess.all

About Zoho Books

Online accounting software

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