← ConvertKit + Zoho Books integrations

Create Item with Zoho Books API on New Subscriber Activation (Instant) from ConvertKit API

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New Subscriber Activation (Instant) from the ConvertKit 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 ConvertKit 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 Subscriber Activation (Instant) trigger
    1. Connect your ConvertKit account
  3. Configure the Create Item action
    1. Connect your Zoho Books account
    2. Configure Name
    3. Configure Rate
    4. Optional- Configure Description
    5. Optional- Select a Tax Id
    6. Optional- Configure Tax Percentage
    7. Optional- Configure SKU
    8. Optional- Select a Product Type
    9. Optional- Configure HSN Or SAC
    10. Optional- Configure Is Taxable
    11. Optional- Configure Tax Exemption Id
    12. Optional- Select a Account Id
    13. Optional- Select a Item Type
    14. Optional- Configure Purchase Description
    15. Optional- Configure Purchase Rate
    16. Optional- Configure Purchase Account Id
    17. Optional- Configure Inventory Account Id
    18. Optional- Configure Vendor Id
    19. Optional- Configure Reorder Level
    20. Optional- Configure Initial Stock
    21. Optional- Configure Initial Stock Rate
    22. 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 when a new subscriber is activated. [See docs here](https://developers.convertkit.com/#create-a-webhook)
Version:0.0.2
Key:convertkit-new-subscriber-instant

ConvertKit Overview

ConvertKit's API offers granular control over email marketing campaigns, allowing users to automate subscriber management, broadcast sending, and sequence setup. Utilize Pipedream's power to react to events, sync data across platforms, or create personalized, timely campaigns. Pipedream's serverless platform connects ConvertKit with hundreds of other apps, enabling automated workflows that save time and improve engagement.

Trigger Code

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

export default {
  ...common,
  type: "source",
  name: "New Subscriber Activation (Instant)",
  key: "convertkit-new-subscriber-instant",
  description: "Emit new event when a new subscriber is activated. [See docs here](https://developers.convertkit.com/#create-a-webhook)",
  version: "0.0.2",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getWebhookEventTypes() {
      return {
        "name": "subscriber.subscriber_activate",
      };
    },
    async processEvent(event) {
      const { body } = event;

      if (!body?.subscriber) {
        return;
      }
      const ts = Date.parse(body.subscriber.created_at);

      this.$emit(body, {
        id: body.subscriber.id,
        summary: `New subscription activation from ${body.subscriber.email_address} created`,
        ts,
      });
    },
  },
};

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
ConvertKitconvertkitappThis component uses the ConvertKit 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.

Trigger Authentication

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

All API calls require the api_key parameter. Some API calls require the api_secret parameter. You can find your API Key and Secret in the ConvertKit Account page. See documentation.

About ConvertKit

Email Marketing for Online Creators

Action

Description:Creates a new item. [See the documentation](https://www.zoho.com/books/api/v3/items/#create-an-item)
Version:0.3.0
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 {
  ITEM_TYPE_OPTIONS, PRODUCT_TYPE_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-create-item",
  name: "Create Item",
  description: "Creates a new item. [See the documentation](https://www.zoho.com/books/api/v3/items/#create-an-item)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoBooks,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the item. Max-length [100]",
    },
    rate: {
      type: "string",
      label: "Rate",
      description: "Price of the item.",
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description for the item. Max-length [2000]",
      optional: true,
    },
    taxId: {
      propDefinition: [
        zohoBooks,
        "taxId",
      ],
      description: "ID of the tax to be associated to the item.",
      optional: true,
    },
    taxPercentage: {
      type: "string",
      label: "Tax Percentage",
      description: "Percent of the tax.",
      optional: true,
    },
    sku: {
      type: "string",
      label: "SKU",
      description: "SKU value of item,should be unique throughout the product",
      optional: true,
    },
    productType: {
      type: "string",
      label: "Product Type",
      description: "Specify the type of an item.",
      optional: true,
      options: PRODUCT_TYPE_OPTIONS,
    },
    hsnOrSac: {
      type: "string",
      label: "HSN Or SAC",
      description: "HSN Code.",
      optional: true,
    },
    isTaxable: {
      type: "boolean",
      label: "Is Taxable",
      description: "Boolean to track the taxability of the item.",
      optional: true,
    },
    taxExemptionId: {
      type: "string",
      label: "Tax Exemption Id",
      description: "ID of the tax exemption. Mandatory, if is_taxable is false.",
      optional: true,
    },
    accountId: {
      propDefinition: [
        zohoBooks,
        "accountId",
      ],
      description: "ID of the account to which the item has to be associated with.",
      optional: true,
    },
    itemType: {
      type: "string",
      label: "Item Type",
      description: "Type of the item. Default value will be sales.",
      optional: true,
      options: ITEM_TYPE_OPTIONS,
    },
    purchaseDescription: {
      type: "string",
      label: "Purchase Description",
      description: "Purchase description for the item.",
      optional: true,
    },
    purchaseRate: {
      type: "string",
      label: "Purchase Rate",
      description: "Purchase price of the item.",
      optional: true,
    },
    purchaseAccountId: {
      type: "string",
      label: "Purchase Account Id",
      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,
    },
    inventoryAccountId: {
      type: "string",
      label: "Inventory Account Id",
      description: "ID of the stock account to which the item has to be associated with. Mandatory, if item_type is inventory.",
      optional: true,
    },
    vendorId: {
      type: "string",
      label: "Vendor Id",
      description: "Preferred vendor ID.",
      optional: true,
    },
    reorderLevel: {
      type: "string",
      label: "Reorder Level",
      description: "Reorder level of the item.",
      optional: true,
    },
    initialStock: {
      type: "string",
      label: "Initial Stock",
      description: "Opening stock of the item.",
      optional: true,
    },
    initialStockRate: {
      type: "string",
      label: "Initial Stock Rate",
      description: "Unit price of the opening stock.",
      optional: true,
    },
    itemTaxPreferences: {
      type: "string[]",
      label: "Item Tax Preferences",
      description: "A list of item tax objects. **Format: {\"tax_id\":\"12312312031200\",\"tax_specification\":\"intra\"}**",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.zohoBooks.createItem({
      $,
      data: {
        name: this.name,
        rate: this.rate && parseFloat(this.rate),
        description: this.description,
        tax_id: this.taxId,
        tax_percentage: this.taxPercentage,
        sku: this.sku,
        product_type: this.productType,
        hsn_or_sac: this.hsnOrSac,
        is_taxable: this.isTaxable,
        tax_exemption_id: this.taxExemptionId,
        account_id: this.accountId,
        item_type: this.itemType,
        purchase_description: this.purchaseDescription,
        purchase_rate: this.purchaseRate,
        purchase_account_id: this.purchaseAccountId,
        inventory_account_id: this.inventoryAccountId,
        vendor_id: this.vendorId,
        reorder_level: this.reorderLevel,
        initial_stock: this.initialStock,
        initial_stock_rate: this.initialStockRate,
        item_tax_preferences: parseObject(this.itemTaxPreferences),
      },
    });

    $.export("$summary", `Item successfully created with Id: ${response.item.item_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
Zoho BookszohoBooksappThis component uses the Zoho Books app.
Namenamestring

Name of the item. Max-length [100]

Rateratestring

Price of the item.

Descriptiondescriptionstring

Description for the item. Max-length [2000]

Tax IdtaxIdstringSelect a value from the drop down menu.
Tax PercentagetaxPercentagestring

Percent of the tax.

SKUskustring

SKU value of item,should be unique throughout the product

Product TypeproductTypestringSelect a value from the drop down menu:goodsservicedigital_service
HSN Or SAChsnOrSacstring

HSN Code.

Is TaxableisTaxableboolean

Boolean to track the taxability of the item.

Tax Exemption IdtaxExemptionIdstring

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

Account IdaccountIdstringSelect a value from the drop down menu.
Item TypeitemTypestringSelect a value from the drop down menu:salespurchasessales_and_purchasesinventory
Purchase DescriptionpurchaseDescriptionstring

Purchase description for the item.

Purchase RatepurchaseRatestring

Purchase price of the item.

Purchase Account IdpurchaseAccountIdstring

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 IdinventoryAccountIdstring

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

Vendor IdvendorIdstring

Preferred vendor ID.

Reorder LevelreorderLevelstring

Reorder level of the item.

Initial StockinitialStockstring

Opening stock of the item.

Initial Stock RateinitialStockRatestring

Unit price of the opening stock.

Item Tax PreferencesitemTaxPreferencesstring[]

A list of item tax objects. Format: {"tax_id":"12312312031200","tax_specification":"intra"}

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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