Create Sales Invoice with Xero Accounting API on New Message in Channel from Discord Bot API

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New Message in Channel from the Discord Bot API

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Create Sales Invoice with the Xero Accounting API

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Getting Started#

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

Select this integration
Configure the New Message in Channel trigger
1. Connect your Discord Bot account
2. Select a Guild
3. Select one or more Channels
4. Optional- Configure Emit messages as a single event
5. Configure timer
Configure the Create Sales Invoice action
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Optional- Select a Contact
4. Optional- Configure Contact Name
5. Configure Line items
6. Optional- Configure Date
7. Optional- Configure Due Date
8. Optional- Configure Line Amount Type
9. Optional- Configure Invoice Number
10. Optional- Configure Reference
11. Optional- Configure Branding Theme ID
12. Optional- Configure URL
13. Optional- Configure Currency Code
14. Optional- Configure Currency Rate
15. Optional- Configure Status
16. Optional- Configure Sent To Contact
17. Optional- Configure Expected Payment Date
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 Message in Channel on Discord Bot

Description:Emit new event for each message posted to one or more channels

Version:0.0.18

Key:discord_bot-new-message-in-channel

View on GitHub

Discord Bot Overview#

The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";
import sampleEmit from "./test-event.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.18",

  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
  sampleEmit,
};

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
Discord Bot	`discord`	`app`	This component uses the Discord Bot app.
Guild	`guildId`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Channels	`channels`	`string[]`	Select a value from the drop down menu.
Emit messages as a single event	`emitEventsInBatch`	`boolean`	If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream
	`timer`	`$.interface.timer`

Trigger Authentication#

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.

If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot#

Use this app to interact with the Discord API using a bot in your account

Action#

Create Sales Invoice on Xero Accounting

Description:Creates a new sales invoice. [See the documentation](https://developer.xero.com/documentation/api/invoices#post)

Version:0.3.2

Key:xero_accounting_api-xero-create-sales-invoice

View on GitHub

Xero Accounting Overview#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Action Code#

import xero from "../../xero_accounting_api.app.mjs";
import { formatLineItems } from "../../common/util.mjs";

export default {
  key: "xero_accounting_api-xero-create-sales-invoice",
  name: "Create Sales Invoice",
  description: "Creates a new sales invoice. [See the documentation](https://developer.xero.com/documentation/api/invoices#post)",
  version: "0.3.2",
  type: "action",
  props: {
    xero,
    tenantId: {
      propDefinition: [
        xero,
        "tenantId",
      ],
    },
    contactId: {
      type: "string",
      label: "Contact",
      description: "Id of the contact associated to the invoice.",
      async options() {
        if (!this.tenantId) {
          return [];
        }
        const { Contacts: contacts } = await this.xero.getContact(null, this.tenantId);
        return contacts?.map(({
          ContactID: value, Name: label,
        }) => ({
          value,
          label,
        })) || [];
      },
      optional: true,
    },
    contactName: {
      type: "string",
      label: "Contact Name",
      description: "Name of the contact associated to the invoice. If there is no contact matching this name, a new contact is created.",
      optional: true,
    },
    lineItems: {
      propDefinition: [
        xero,
        "lineItems",
      ],
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date invoice was issued - YYYY-MM-DD. If the Date element is not specified it will default to the current date based on the timezone setting of the organisation.",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Date invoice is due - YYYY-MM-DD.",
      optional: true,
    },
    lineAmountType: {
      type: "string",
      label: "Line Amount Type",
      description: "Line amounts are exclusive of tax by default if you don't specify this element. See [Line Amount Types](https://developer.xero.com/documentation/api/types#LineAmountTypes)",
      optional: true,
    },
    invoiceNumber: {
      type: "string",
      label: "Invoice Number",
      description: "Unique alpha numeric code identifying invoice (* when missing will auto-generate from your Organisation Invoice Settings*) (max length = 255)",
      optional: true,
    },
    reference: {
      type: "string",
      label: "Reference",
      description: "Additional reference number (max length = 255)",
      optional: true,
    },
    brandingThemeId: {
      type: "string",
      label: "Branding Theme ID",
      description: "See [BrandingThemes](https://developer.xero.com/documentation/api/branding-themes)",
      optional: true,
    },
    url: {
      type: "string",
      label: "URL",
      description: "URL link to a source document - shown as \"Go to [appName]\" in the Xero app",
      optional: true,
    },
    currencyCode: {
      type: "string",
      label: "Currency Code",
      description: "The currency that invoice has been raised in (see [Currencies](https://developer.xero.com/documentation/api/currencies))",
      optional: true,
    },
    currencyRate: {
      type: "string",
      label: "Currency Rate",
      description: "The currency rate for a multicurrency invoice. If no rate is specified, the [XE.com day rate](http://help.xero.com/#CurrencySettings$Rates) is used. (max length = [18].[6])",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "See [Invoice Status Codes](https://developer.xero.com/documentation/api/invoices#status-codes)",
      optional: true,
    },
    sentToContact: {
      type: "string",
      label: "Sent To Contact",
      description: "Boolean to set whether the invoice in the Xero app should be marked as \"sent\". This can be set only on invoices that have been approved",
      optional: true,
    },
    expectedPaymentData: {
      type: "string",
      label: "Expected Payment Date",
      description: "Shown on the sales invoices when this has been set",
      optional: true,
    },
  },
  async run({ $ }) {
    if ((!this.contactId && !this.contactName) || !this.tenantId || !this.lineItems) {
      throw new Error("Must provide one of `contactId` or `contactName`, and `tenantId`, `type`, `lineItems` parameters.");
    }

    const response = await this.xero.createInvoice($, this.tenantId, {
      Type: "ACCREC", //ACCREC = Sales Invoice
      Contact: {
        ContactID: this.contactId,
        Name: this.contactName,
      },
      LineItems: formatLineItems(this.lineItems),
      Date: this.date,
      DueDate: this.dueDate,
      LineAmountTypes: this.lineAmountType,
      InvoiceNumber: this.invoiceNumber,
      Reference: this.reference,
      BrandingThemeID: this.brandingThemeId,
      Url: this.url,
      CurrencyCode: this.currencyCode,
      CurrencyRate: this.currencyRate,
      Status: this.status,
      SentToContact: this.sentToContact,
      ExpectedPaymentDate: this.expectedPaymentData,
    });

    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
Xero Accounting	`xero`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Contact	`contactId`	`string`	Select a value from the drop down menu.
Contact Name	`contactName`	`string`	Name of the contact associated to the invoice. If there is no contact matching this name, a new contact is created.
Line items	`lineItems`	`string[]`	The LineItems collection can contain any number of individual LineItem sub-elements. At least one is required to create a complete Invoice. Refer to Tax Type, Refer to Line Items Example: `[{"Description":"Football", "Quantity":"20", "UnitAmount":"50000", "TaxType":"OUTPUT" }]`
Date	`date`	`string`	Date invoice was issued - YYYY-MM-DD. If the Date element is not specified it will default to the current date based on the timezone setting of the organisation.
Due Date	`dueDate`	`string`	Date invoice is due - YYYY-MM-DD.
Line Amount Type	`lineAmountType`	`string`	Line amounts are exclusive of tax by default if you don't specify this element. See Line Amount Types
Invoice Number	`invoiceNumber`	`string`	Unique alpha numeric code identifying invoice (* when missing will auto-generate from your Organisation Invoice Settings*) (max length = 255)
Reference	`reference`	`string`	Additional reference number (max length = 255)
Branding Theme ID	`brandingThemeId`	`string`	See BrandingThemes
URL	`url`	`string`	URL link to a source document - shown as "Go to [appName]" in the Xero app
Currency Code	`currencyCode`	`string`	The currency that invoice has been raised in (see Currencies)
Currency Rate	`currencyRate`	`string`	The currency rate for a multicurrency invoice. If no rate is specified, the XE.com day rate is used. (max length = [18].[6])
Status	`status`	`string`	See Invoice Status Codes
Sent To Contact	`sentToContact`	`string`	Boolean to set whether the invoice in the Xero app should be marked as "sent". This can be set only on invoices that have been approved
Expected Payment Date	`expectedPaymentData`	`string`	Shown on the sales invoices when this has been set

Action Authentication#

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

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

offline_accessopenidprofileemailaccounting.transactionsaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting#

Accounting Software

More Ways to Connect Xero Accounting + Discord Bot#

Other Popular Integrations#

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Create Sales Invoice with Xero Accounting API on New Message in Channel from Discord Bot API

Pipedream makes it easy to connect APIs for Xero Accounting, Discord Bot and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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