Create New List with Klaviyo API on Expense Report Submitted from Zoho Expense API

Pipedream makes it easy to connect APIs for Klaviyo, Zoho Expense and 2,400+ other apps remarkably fast.

Trigger workflow on

Expense Report Submitted from the Zoho Expense API

Next, do this

Create New List with the Klaviyo API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the Expense Report Submitted trigger
1. Connect your Zoho Expense account
2. Configure Polling schedule
Configure the Create New List action
1. Connect your Klaviyo account
2. Configure List Name
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#

Expense Report Submitted on Zoho Expense

Description:Activate when an expense report submission takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).

Version:0.0.1

Key:zoho_expense-expense-report-submitted

View on GitHub

Zoho Expense Overview#

The Zoho Expense API allows for streamlined management of expense reporting and tracking. With Pipedream, you can automate various tasks like submitting expenses, approving reports, or syncing expense data with other accounting tools. Pipedream's serverless platform enables you to create workflows that react to new expense submissions, scheduled report generation, and much more, without the hassle of managing infrastructure.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_expense-expense-report-submitted",
  name: "Expense Report Submitted",
  description: "Activate when an expense report submission takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "expense_reports";
    },
    getResourceFn() {
      return this.app.listExpenseReports;
    },
    getResourceFnArgs() {
      return {
        params: {
          filter_by: "Type.Approval,Status.Submitted",
        },
      };
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.last_modified_time);
      return {
        id: `${resource.report_id}-${ts}`,
        summary: `Expense Report Submitted: ${resource.report_name}`,
        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.

Label	Prop	Type	Description
Zoho Expense	`app`	`app`	This component uses the Zoho Expense app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

ZohoExpense.orgsettings.READZohoExpense.fullaccess.ALL

About Zoho Expense#

Zoho Expense enables you to make online travel bookings and manage offline travel as well.

Action#

Create New List on Klaviyo

Description:Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)

Version:0.0.2

Key:klaviyo-create-new-list

View on GitHub

Klaviyo Overview#

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code#

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

export default {
  key: "klaviyo-create-new-list",
  name: "Create New List",
  description: "Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)",
  version: "0.0.2",
  type: "action",
  props: {
    klaviyo,
    listName: {
      propDefinition: [
        klaviyo,
        "listName",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.klaviyo.newList({
      data: {
        type: "list",
        attributes: {
          name: this.listName,
        },
      },
    });

    $.export("$summary", `"${this.listName}" successfully created!`);
    return response.body;
  },
};