Create Quote with Moneybird API on New Ticket (Instant) from Zendesk API

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New Ticket (Instant) from the Zendesk API

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Create Quote with the Moneybird API

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Getting Started#

This integration creates a workflow with a Zendesk 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 Ticket (Instant) trigger
1. Connect your Zendesk account
2. Select a Trigger Category ID
3. Optional- Configure Custom Subdomain
4. Optional- Select one or more Fields
5. Optional- Configure JSON Body
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 Ticket (Instant) on Zendesk

Description:Emit new event when a ticket is created

Version:0.2.2

Key:zendesk-new-ticket

View on GitHub

Zendesk Overview#

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Trigger Code#

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

export default {
  ...common,
  name: "New Ticket (Instant)",
  key: "zendesk-new-ticket",
  type: "source",
  description: "Emit new event when a ticket is created",
  version: "0.2.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookName() {
      return "New Ticket Webhook";
    },
    getTriggerTitle() {
      return "New Ticket Trigger";
    },
    getTriggerConditions() {
      return {
        all: [
          {
            field: "update_type",
            value: "Create",
          },
        ],
      };
    },
  },
};

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
Zendesk	`app`	`app`	This component uses the Zendesk app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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 Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Custom Subdomain	`customSubdomain`	`string`	For Enterprise Zendesk accounts: optionally specify the subdomain to use. This will override the subdomain that was provided when connecting your Zendesk account to Pipedream. For example, if you Zendesk URL is https://examplehelp.zendesk.com, your subdomain is `examplehelp`
Fields	`fields`	`string[]`	Select a value from the drop down menu.
JSON Body	`jsonBody`	`string`	Custom JSON Body of the incoming payload. Setting `jsonBody` will overwrite the `fields` prop

Trigger Authentication#

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

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

triggers:writewebhooks:writereadtickets:writetickets:readusers:writeorganizations:readorganizations:write

About Zendesk#

Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.

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

Create Quote with Moneybird API on New Ticket (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Moneybird, Zendesk 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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