Create Offer with Firmao API on New Channel from Microsoft Teams API

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Trigger workflow on

New Channel from the Microsoft Teams API

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Create Offer with the Firmao API

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Getting Started#

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

Select this integration
Configure the New Channel trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
3. Select a Team
Configure the Create Offer action
1. Connect your Firmao account
2. Configure Unique Number
3. Select a Offer Type
4. Select a Offer Mode
5. Configure Offer Date
6. Optional- Configure Net Price
7. Optional- Configure Gross Price
8. Optional- Configure VAT Price
9. Optional- Select a Currency
10. Optional- Configure Valid From
11. Optional- Select a Offer Status
12. Optional- Configure Payment Date
13. Optional- Configure Customer Address Post Code
14. Optional- Configure Days To Due Date
15. Optional- Select a Customer
16. Optional- Configure Customer Address City
17. Optional- Configure Customer Address Country
18. Optional- Configure Customer Address Street
19. Optional- Configure NIP Number
20. Optional- Configure Issuing Person
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 Channel on Microsoft Teams

Description:Emit new event when a new channel is created within a team

Version:0.0.9

Key:microsoft_teams-new-channel

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code#

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

export default {
  ...base,
  key: "microsoft_teams-new-channel",
  name: "New Channel",
  description: "Emit new event when a new channel is created within a team",
  version: "0.0.9",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    team: {
      propDefinition: [
        base.props.microsoftTeams,
        "team",
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChannels,
        {
          teamId: this.team,
        },
        lastCreated,
      );
    },
    generateMeta(channel) {
      return {
        id: channel.id,
        summary: channel.displayName,
        ts: Date.parse(channel.createdDateTime),
      };
    },
  },
};

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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the YouTube API on this schedule
Team	`team`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.Read.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Action#

Create Offer on Firmao

Description:Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)

Version:0.0.1

Key:firmao-create-offer

View on GitHub

Firmao Overview#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Action Code#

import app from "../../firmao.app.mjs";
import constants from "../common/constants.mjs";

export default {
  key: "firmao-create-offer",
  name: "Create Offer",
  description: "Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    number: {
      type: "string",
      label: "Unique Number",
      description: "Unique number of the offer.",
    },
    type: {
      type: "string",
      label: "Offer Type",
      description: "Type of the offer.",
      options: constants.OFFER_TYPE,
    },
    mode: {
      type: "string",
      label: "Offer Mode",
      description: "Mode of the offer.",
      options: constants.OFFER_MODE,
    },
    offerDate: {
      type: "string",
      label: "Offer Date",
      description: "Date of the offer. e.g `2012-07-17T00:00:00+02:00`",
    },
    netPrice: {
      type: "string",
      label: "Net Price",
      description: "Net price of the offer.",
      optional: true,
    },
    grossPrice: {
      type: "string",
      label: "Gross Price",
      description: "Gross price of the offer.",
      optional: true,
    },
    vatPrice: {
      type: "string",
      label: "VAT Price",
      description: "Value Added Tax price of the offer.",
      optional: true,
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Currency of the offer.",
      options: constants.OFFER_CURRENCY,
      optional: true,
    },
    validFrom: {
      type: "string",
      label: "Valid From",
      description: "Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    offerStatus: {
      type: "string",
      label: "Offer Status",
      description: "Status of the offer.",
      options: constants.OFFER_STATUS,
      optional: true,
    },
    paymentDate: {
      type: "string",
      label: "Payment Date",
      description: "Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    customerAddressPostCode: {
      type: "string",
      label: "Customer Address Post Code",
      description: "Post code of the customer's address.",
      optional: true,
    },
    daysToDueDate: {
      type: "integer",
      label: "Days To Due Date",
      description: "Number of days to the due date of the offer.",
      optional: true,
    },
    customer: {
      type: "string",
      label: "Customer",
      description: "Customer ID to be added in an offer",
      optional: true,
      propDefinition: [
        app,
        "customers",
      ],
    },
    customerAddressCity: {
      type: "string",
      label: "Customer Address City",
      description: "City of the customer's address.",
      optional: true,
    },
    customerAddressCountry: {
      type: "string",
      label: "Customer Address Country",
      description: "Country of the customer's address.",
      optional: true,
    },
    customerAddressStreet: {
      type: "string",
      label: "Customer Address Street",
      description: "Street of the customer's address.",
      optional: true,
    },
    nipNumber: {
      type: "string",
      label: "NIP Number",
      description: "NIP number of the customer.",
      optional: true,
    },
    issuingPerson: {
      type: "string",
      label: "Issuing Person",
      description: "Person issuing the offer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      "nettoPrice": this.netPrice,
      "bruttoPrice": this.grossPrice,
      "vatPrice": this.vatPrice,
      "currency": this.currency,
      "paymentType": this.paymentType,
      "paymentDate": this.paymentDate,
      "offerDate": this.offerDate,
      "validFrom": this.validFrom,
      "type": this.type,
      "mode": this.mode,
      "offerStatus": this.offerStatus,
      "customerAddress.postCode": this.customerAddressPostCode,
      "daysToDueDate": this.daysToDueDate,
      "customer": this.customer,
      "customerAddress.city": this.customerAddressCity,
      "customerAddress.country": this.customerAddressCountry,
      "customerAddress.street": this.customerAddressStreet,
      "nipNumber": this.nipNumber,
      "issuingPerson": this.issuingPerson,
      "number": this.number,
    };

    const offer = await this.app.createOffer({
      $,
      data,
    });
    $.export("$summary", "Successfully created offer");

    return offer;
  },
};

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
Firmao	`app`	`app`	This component uses the Firmao app.
Unique Number	`number`	`string`	Unique number of the offer.
Offer Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Offer", "value": "OFFER" }{ "label": "Order", "value": "ORDER" }`
Offer Mode	`mode`	`string`	Select a value from the drop down menu:`{ "label": "Sale", "value": "SALE" }{ "label": "Purchase", "value": "PURCHASE" }`
Offer Date	`offerDate`	`string`	Date of the offer. e.g `2012-07-17T00:00:00+02:00`
Net Price	`netPrice`	`string`	Net price of the offer.
Gross Price	`grossPrice`	`string`	Gross price of the offer.
VAT Price	`vatPrice`	`string`	Value Added Tax price of the offer.
Currency	`currency`	`string`	Select a value from the drop down menu:`{ "label": "Brazilian Reais", "value": "BRL" }{ "label": "Euro", "value": "EUR" }{ "label": "US Dollars", "value": "USD" }`
Valid From	`validFrom`	`string`	Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`
Offer Status	`offerStatus`	`string`	Select a value from the drop down menu:`{ "label": "New", "value": "NEW" }{ "label": "Sent", "value": "SENT" }{ "label": "During Negotiations", "value": "DURING_NEGOTIATIONS" }{ "label": "Accepted", "value": "ACCEPTED" }{ "label": "Rejected", "value": "REJECTED" }{ "label": "Executed", "value": "EXECUTED" }`
Payment Date	`paymentDate`	`string`	Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`
Customer Address Post Code	`customerAddressPostCode`	`string`	Post code of the customer's address.
Days To Due Date	`daysToDueDate`	`integer`	Number of days to the due date of the offer.
Customer	`customer`	`string`	Select a value from the drop down menu.
Customer Address City	`customerAddressCity`	`string`	City of the customer's address.
Customer Address Country	`customerAddressCountry`	`string`	Country of the customer's address.
Customer Address Street	`customerAddressStreet`	`string`	Street of the customer's address.
NIP Number	`nipNumber`	`string`	NIP number of the customer.
Issuing Person	`issuingPerson`	`string`	Person issuing the offer.

Action Authentication#

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

To retrieve your API Login and Password,

Navigate to your Firmao account and sign in
Click the User menu on the top right
Go to “Company Settings” > “Integrations” > “API”

Your Organization ID is 1234 if your Firmao login URL after you login is https://system.firmao.net/1234

Create Offer with Firmao API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for Firmao, Microsoft Teams 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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