Create Sales Invoice with The Bookie API on New Direct Message from Slack Bot API

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Trigger workflow on

New Direct Message from the Slack Bot 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 Slack Bot 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 New Direct Message trigger
1. Connect your Slack Bot account
2. Configure Polling schedule
3. Select a User Channel
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#

New Direct Message on Slack Bot

Description:Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.

Version:0.0.4

Key:slack_bot-new-direct-message

View on GitHub

Slack Bot Overview#

The Slack Bot API allows you to build rich, interactive bots for Slack workspaces. These bots can respond to messages, post updates, and interact with users in various ways. With the Slack Bot API on Pipedream, developers can create automated workflows that trigger on specific events in Slack, such as new messages or reactions, and then perform defined actions, like sending data to other apps or processing the information within Pipedream's serverless platform. This tight integration with Pipedream enables both simple and complex automations, leveraging Pipedream's ability to connect with numerous apps and its powerful built-in code steps.

Trigger Code#

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

export default {
  ...common,
  key: "slack_bot-new-direct-message",
  name: "New Direct Message",
  version: "0.0.4",
  description: "Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action \"Send a Direct Message\" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    channelId: {
      propDefinition: [
        common.props.app,
        "channelId",
        () => ({
          types: [
            constants.CHANNEL_TYPE.IM,
          ],
        }),
      ],
      label: "User Channel",
      description: `Events will only be emitted for direct messages between this user and the Bot. ${utils.CONVERSATION_PERMISSION_MESSAGE}`,
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return constants.RESOURCE_NAME.MESSAGES;
    },
    getResourceFn() {
      return this.app.conversationsHistory;
    },
    getResourceFnArgs() {
      return {
        channel: this.channelId,
        limit: constants.LIMIT,
        oldest: this.getLastTimestamp(),
        inclusive: false,
      };
    },
    generateMeta(resource) {
      return {
        id: resource.ts,
        ts: resource.ts,
        summary: `New Message Timestamp ${resource.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
Slack Bot	`app`	`app`	This component uses the Slack Bot 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 Slack API
User Channel	`channelId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

In the settings for your Slack app, visit the OAuth & Permissions section on the left. You'll see a token labeled Bot User OAuth Access Token. Copy and paste that below.

See Slack's docs on Bot User Tokens for more info.

About Slack Bot#

Interact with Slack with your own bot user

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:0.0.3

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: "0.0.3",
  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:

About The Bookie#

Accounting software

More Ways to Connect The Bookie + Slack Bot#

Other Popular Integrations#

Create Contact with The Bookie API on New Direct Message from Slack Bot API

Slack Bot + The Bookie

Create Sales Invoice with The Bookie API on New Direct Message from Slack Bot API

Pipedream makes it easy to connect APIs for The Bookie, Slack Bot and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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