Create Sales Invoice with The Bookie API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Create Sales Invoice with the The Bookie API

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Getting Started#

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

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Sales Invoice action
1. Connect your The Bookie account
2. Select a Contact ID
3. Configure Invoice Number
4. Configure Invoice Date
5. Configure Expiration Date
6. Optional- Select a VAT shifted
7. Optional- Configure Journal Entry Lines
8. Optional- Configure Attachment
9. Optional- Configure syncDir
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Sales Invoice on The Bookie

Description:Creates a new sales invoice. [See the documentation](https://app.thebookie.nl/nl/help/article/api-documentatie/#salesentry_create)

Version:0.0.4

Key:the_bookie-create-sales-invoice

View on GitHub

Action Code#

import {
  getFileStream, ConfigurationError,
} from "@pipedream/platform";
import { parseObject } from "../../common/utils.mjs";
import theBookie from "../../the_bookie.app.mjs";

export default {
  key: "the_bookie-create-sales-invoice",
  name: "Create Sales Invoice",
  description: "Creates a new sales invoice. [See the documentation](https://app.thebookie.nl/nl/help/article/api-documentatie/#salesentry_create)",
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    theBookie,
    contactId: {
      propDefinition: [
        theBookie,
        "contactId",
      ],
    },
    invoiceNumber: {
      type: "string",
      label: "Invoice Number",
      description: "The number of the invoice",
    },
    invoiceDate: {
      type: "string",
      label: "Invoice Date",
      description: "The date of the invoice. **Format: YYYY-MM-DD**",
    },
    expirationDate: {
      type: "string",
      label: "Expiration Date",
      description: "The expiration date of the invoice. **Format: YYYY-MM-DD**",
    },
    btwShifted: {
      type: "string",
      label: "VAT shifted",
      description: "The VAT type",
      options: [
        {
          label: "No (standard)",
          value: "NONE",
        },
        {
          label: "Shifted within The Netherlands",
          value: "NL",
        },
        {
          label: "Shifted within EU",
          value: "EU",
        },
        {
          label: "Shifted outside EU",
          value: "NON_EU",
        },
      ],
      optional: true,
    },
    journalEntryLines: {
      type: "string[]",
      label: "Journal Entry Lines",
      description: "An array of stringified objects of item entry lines. **Example: { \"description\": \"Boekregel 1\", \"btw_type\": \"PROCENT_21\", \"amount\": \"1200.0\", \"quantity\": \"2.00\"}** btw_type can be only 'PERCENT_9', 'PERCENT_21' or 'PERCENT_0'",
      optional: true,
    },
    attachment: {
      type: "string",
      label: "Attachment",
      description: "Provide either a file URL or a path to a file in the /tmp directory (for example, /tmp/myFile.pdf).",
      optional: true,
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
      optional: true,
    },
  },
  methods: {
    async streamToBuffer(stream) {
      return new Promise((resolve, reject) => {
        const chunks = [];

        stream.on("data", (chunk) => chunks.push(chunk));
        stream.on("end", () => resolve(Buffer.concat(chunks)));
        stream.on("error", reject);
      });
    },
  },
  async run({ $ }) {
    if (!this.journalEntryLines) {
      throw new ConfigurationError("At least one (1) 'Journal Entry Line' should be added");
    }
    if (this.attachment) {
      const stream = await getFileStream(this.attachment);
      const buffer = await this.streamToBuffer(stream);
      this.attachment = buffer.toString("base64");
    }
    const response = await this.theBookie.createInvoice({
      $,
      data: {
        contact_id: this.contactId,
        invoice_number: this.invoiceNumber,
        invoice_date: this.invoiceDate,
        expiration_date: this.expirationDate,
        btw_shifted: this.btwShifted,
        journal_entry_lines: parseObject(this.journalEntryLines),
        attachment: this.attachment,
      },
    });

    $.export("$summary", `Successfully created invoice with number ${this.invoiceNumber}`);
    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
The Bookie	`theBookie`	`app`	This component uses the The Bookie app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Invoice Number	`invoiceNumber`	`string`	The number of the invoice
Invoice Date	`invoiceDate`	`string`	The date of the invoice. Format: YYYY-MM-DD
Expiration Date	`expirationDate`	`string`	The expiration date of the invoice. Format: YYYY-MM-DD
VAT shifted	`btwShifted`	`string`	Select a value from the drop down menu:`{ "label": "No (standard)", "value": "NONE" }{ "label": "Shifted within The Netherlands", "value": "NL" }{ "label": "Shifted within EU", "value": "EU" }{ "label": "Shifted outside EU", "value": "NON_EU" }`
Journal Entry Lines	`journalEntryLines`	`string[]`	An array of stringified objects of item entry lines. Example: { "description": "Boekregel 1", "btw_type": "PROCENT_21", "amount": "1200.0", "quantity": "2.00"} btw_type can be only 'PERCENT_9', 'PERCENT_21' or 'PERCENT_0'
Attachment	`attachment`	`string`	Provide either a file URL or a path to a file in the /tmp directory (for example, /tmp/myFile.pdf).
syncDir	`syncDir`	`dir`

Action Authentication#

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

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