Create Quote with Moneybird API on New Item in Feed from RSS API

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Trigger workflow on

New Item in Feed from the RSS API

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Create Quote with the Moneybird API

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Getting Started#

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

Select this integration
Configure the New Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Create Quote action
1. Connect your Moneybird account
2. Select a Contact ID
3. Optional- Select a Product ID
4. Optional- Select a Project ID
5. Configure Price
6. Configure Amount
7. Optional- Configure Discount
8. Optional- Select a Language
9. Optional- Configure Currency
10. Optional- Configure reference
11. Optional- Configure Prices Are Included Tax
12. Optional- Configure Show Tax
13. Optional- Configure Description
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 Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.7

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import { defineSource } from "@pipedream/types";
import rss from "../../app/rss.app.mjs";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.7",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Create Quote on Moneybird

Description:Create a new quote. [See docs here](https://developer.moneybird.com/api/estimates/#post_estimates)

Version:0.0.1

Key:moneybird-create-quote

View on GitHub

Moneybird Overview#

The Moneybird API allows you to automate your finance and accounting tasks by enabling programmatic access to your Moneybird account. With the API, you can create invoices, manage contacts, record payments, and fetch financial reports. This integration with Pipedream allows you to streamline your financial operations by connecting Moneybird with other apps and services to automate workflows, sync data, and trigger actions based on financial events.

Action Code#

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

export default {
  key: "moneybird-create-quote",
  name: "Create Quote",
  description: "Create a new quote. [See docs here](https://developer.moneybird.com/api/estimates/#post_estimates)",
  version: "0.0.1",
  type: "action",
  props: {
    moneybird,
    contactId: {
      propDefinition: [
        moneybird,
        "contactId",
      ],
    },
    productId: {
      propDefinition: [
        moneybird,
        "productId",
      ],
      optional: true,
    },
    projectId: {
      propDefinition: [
        moneybird,
        "projectId",
      ],
      optional: true,
    },
    price: {
      label: "Price",
      description: "The estimated price . E.g 110,15",
      type: "string",
    },
    amount: {
      label: "Amount",
      description: "The estimated amount",
      type: "string",
    },
    discount: {
      label: "Discount",
      description: "Discount percentage. E.g 15.00",
      type: "string",
      optional: true,
    },
    language: {
      label: "Language",
      description: "The quote language",
      type: "string",
      options: constants.QUOTE_LANGUAGES,
      optional: true,
    },
    currency: {
      label: "Currency",
      description: "The quote currency. E.g. EUR or USD",
      type: "string",
      optional: true,
    },
    reference: {
      label: "reference",
      description: "The quote reference",
      type: "string",
      optional: true,
    },
    pricesAreIncludedTax: {
      label: "Prices Are Included Tax",
      description: "If the prices are included taxes",
      type: "boolean",
      optional: true,
    },
    showTax: {
      label: "Show Tax",
      description: "Show the taxes",
      type: "boolean",
      optional: true,
    },
    description: {
      label: "Description",
      description: "Description",
      type: "string",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.moneybird.createQuote({
      $,
      data: {
        estimate: {
          contact_id: this.contactId,
          reference: this.reference,
          language: this.language,
          currency: this.currency,
          prices_are_incl_tax: this.pricesAreIncludedTax,
          show_tax: this.showTax,
          discount: this.discount,
          details_attributes: [
            {
              description: this.description,
              price: this.price,
              amount: this.amount,
              product_id: this.productId,
              project_id: this.projectId,
            },
          ],
        },
      },
    });

    $.export("$summary", "Successfully created quote.");

    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.

Label	Prop	Type	Description
Moneybird	`moneybird`	`app`	This component uses the Moneybird app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Product ID	`productId`	`string`	Select a value from the drop down menu.
Project ID	`projectId`	`string`	Select a value from the drop down menu.
Price	`price`	`string`	The estimated price . E.g 110,15
Amount	`amount`	`string`	The estimated amount
Discount	`discount`	`string`	Discount percentage. E.g 15.00
Language	`language`	`string`	Select a value from the drop down menu:`dadeenesfritnonlpttr`
Currency	`currency`	`string`	The quote currency. E.g. EUR or USD
reference	`reference`	`string`	The quote reference
Prices Are Included Tax	`pricesAreIncludedTax`	`boolean`	If the prices are included taxes
Show Tax	`showTax`	`boolean`	Show the taxes
Description	`description`	`string`	Description

Action Authentication#

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

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

sales_invoicesdocumentsestimatesbanksettingstime_entries