Create Sales Order with Zoho Books 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 Order with the Zoho Books API

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Getting Started#

This integration creates a workflow with a Discord Bot trigger and Zoho Books 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 Order action
1. Connect your Zoho Books account
2. Configure organization_id
3. Configure customer_id
4. Optional- Configure line_items
5. Optional- Configure contact_persons
6. Optional- Configure date
7. Optional- Configure shipment_date
8. Optional- Configure custom_fields
9. Optional- Configure place_of_supply
10. Optional- Configure salesperson_id
11. Optional- Configure merchant_id
12. Optional- Configure gst_treatment
13. Optional- Configure gst_no
14. Optional- Configure is_inclusive_tax
15. Optional- Configure notes
16. Optional- Configure terms
17. Optional- Configure billing_address_id
18. Optional- Configure shipping_address_id
19. Optional- Configure crm_owner_id
20. Optional- Configure crm_custom_reference_id
21. Optional- Configure vat_treatment
22. Optional- Configure tax_treatment
23. Optional- Configure salesorder_number
24. Optional- Configure reference_number
25. Optional- Configure is_update_customer
26. Optional- Configure discount
27. Optional- Configure exchange_rate
28. Optional- Configure salesperson_name
29. Optional- Configure notes_default
30. Optional- Configure terms_default
31. Optional- Configure tax_id
32. Optional- Configure tax_authority_id
33. Optional- Configure tax_exemption_id
34. Optional- Configure tax_authority_name
35. Optional- Configure tax_exemption_code
36. Optional- Configure avatax_exempt_no
37. Optional- Configure avatax_use_code
38. Optional- Configure shipping_charge
39. Optional- Configure adjustment
40. Optional- Configure delivery_method
41. Optional- Configure estimate_id
42. Optional- Configure is_discount_before_tax
43. Optional- Configure discount_type
44. Optional- Configure adjustment_description
45. Optional- Configure pricebook_id
46. Optional- Configure template_id
47. Optional- Configure documents
48. Optional- Configure zcrm_potential_id
49. Optional- Configure zcrm_potential_name
50. Optional- Configure ignore_auto_number_generation
51. Optional- Configure can_send_in_mail
52. Optional- Configure totalFiles
53. Optional- Configure doc
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 Order on Zoho Books

Description:Creates a sales order.

Version:0.2.1

Key:zoho_books-create-salesorder

View on GitHub

Zoho Books Overview#

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Action Code#

// legacy_hash_id: a_WYi46K
import { axios } from "@pipedream/platform";

export default {
  key: "zoho_books-create-salesorder",
  name: "Create Sales Order",
  description: "Creates a sales order.",
  version: "0.2.1",
  type: "action",
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    },
    organization_id: {
      type: "string",
      description: "In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc.\n\nThe parameter `organization_id` should be sent in with every API request to identify the organization.\n\nThe `organization_id` can be obtained from the GET `/organizations` API's JSON response. Alternatively, it can be obtained from the **Manage Organizations** page in the admin console.",
    },
    customer_id: {
      type: "string",
      description: "ID of the customer to whom the sales order has to be created.",
    },
    line_items: {
      type: "any",
      description: "Line items of a sales order.",
      optional: true,
    },
    contact_persons: {
      type: "any",
      description: "Array of contact person(s) for whom sales order has to be sent.",
      optional: true,
    },
    date: {
      type: "string",
      description: "The date, the sales order is created.",
      optional: true,
    },
    shipment_date: {
      type: "string",
      description: "Shipping date of sales order.",
      optional: true,
    },
    custom_fields: {
      type: "any",
      description: "Custom fields for a sales order.",
      optional: true,
    },
    place_of_supply: {
      type: "string",
      description: "Place where the goods/services are supplied to. (If not given, `place of contact` given for the contact will be taken)\nSupported codes for UAE emirates are :\nAbu Dhabi - AB`,\nAjman - `AJ`,\nDubai - `DU`,\nFujairah - `FU`,\nRas al-Khaimah - `RA`,\nSharjah - `SH`,\nUmm al-Quwain - `UM`\nSupported codes for the GCC countries are :\nUnited Arab Emirates - `AE`,\nSaudi Arabia - `SA`,\nBahrain - `BH`,\nKuwait - `KW`,\nOman - `OM`,\nQatar - `QA`.",
      optional: true,
    },
    salesperson_id: {
      type: "string",
      description: "ID of the salesperson.",
      optional: true,
    },
    merchant_id: {
      type: "string",
      description: "ID of the merchant.",
      optional: true,
    },
    gst_treatment: {
      type: "string",
      description: "Choose whether the contact is GST registered/unregistered/consumer/overseas. Allowed values are `business_gst`, `business_none`, `overseas`, `consumer`.",
      optional: true,
    },
    gst_no: {
      type: "string",
      description: "15 digit GST identification number of the customer.",
      optional: true,
    },
    is_inclusive_tax: {
      type: "boolean",
      description: "Used to specify whether the line item rates are inclusive or exclusive of tax.",
      optional: true,
    },
    notes: {
      type: "string",
      description: "Notes for this Sales Order.",
      optional: true,
    },
    terms: {
      type: "string",
      optional: true,
    },
    billing_address_id: {
      type: "string",
      description: "ID of the Billing Address",
      optional: true,
    },
    shipping_address_id: {
      type: "string",
      description: "ID of the Shipping Address.",
      optional: true,
    },
    crm_owner_id: {
      type: "string",
      optional: true,
    },
    crm_custom_reference_id: {
      type: "string",
      optional: true,
    },
    vat_treatment: {
      type: "string",
      description: "Enter vat treatment.",
      optional: true,
    },
    tax_treatment: {
      type: "string",
      description: "VAT treatment for the invoice .Choose whether the contact falls under: `vat_registered`, `vat_not_registered`, `gcc_vat_not_registered`, `gcc_vat_registered`, `non_gcc` , `dz_vat_registered` and `dz_vat_not_registered` supported only for UAE.",
      optional: true,
    },
    salesorder_number: {
      type: "string",
      description: "Mandatory if auto number generation is disabled.",
      optional: true,
    },
    reference_number: {
      type: "string",
      description: "**For Customer Only** : If a contact is assigned to any particular user, that user can manage transactions for the contact",
      optional: true,
    },
    is_update_customer: {
      type: "boolean",
      description: "Boolean to update billing address of customer.",
      optional: true,
    },
    discount: {
      type: "string",
      description: "Discount applied to the sales order. It can be either in % or in amount. e.g. 12.5% or 190.",
      optional: true,
    },
    exchange_rate: {
      type: "string",
      description: "Exchange rate of the currency.",
      optional: true,
    },
    salesperson_name: {
      type: "string",
      description: "Name of the sales person.",
      optional: true,
    },
    notes_default: {
      type: "string",
      description: "Default Notes for the Sales Order",
      optional: true,
    },
    terms_default: {
      type: "string",
      description: "Default Terms of the Sales Order.",
      optional: true,
    },
    tax_id: {
      type: "string",
      description: "Tax ID for the Sales Order.",
      optional: true,
    },
    tax_authority_id: {
      type: "string",
      description: "ID of the tax authority. Tax authority depends on the location of the customer.",
      optional: true,
    },
    tax_exemption_id: {
      type: "string",
      description: "ID of the tax exemption applied.",
      optional: true,
    },
    tax_authority_name: {
      type: "string",
      description: "Tax Authority's name.",
      optional: true,
    },
    tax_exemption_code: {
      type: "string",
      description: "Code of Tax Exemption that is applied.",
      optional: true,
    },
    avatax_exempt_no: {
      type: "string",
      description: "Exemption certificate number of the customer.",
      optional: true,
    },
    avatax_use_code: {
      type: "string",
      description: "Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule.",
      optional: true,
    },
    shipping_charge: {
      type: "string",
      optional: true,
    },
    adjustment: {
      type: "string",
      optional: true,
    },
    delivery_method: {
      type: "string",
      optional: true,
    },
    estimate_id: {
      type: "string",
      description: "ID of the estimate associated with the Sales Order.",
      optional: true,
    },
    is_discount_before_tax: {
      type: "boolean",
      description: "Used to specify how the discount has to applied. Either before or after the calculation of tax.",
      optional: true,
    },
    discount_type: {
      type: "string",
      description: "How the discount is specified. Allowed values are entity_level or item_level. Allowed Values: `entity_level` and `item_level`.",
      optional: true,
    },
    adjustment_description: {
      type: "string",
      optional: true,
    },
    pricebook_id: {
      type: "string",
      optional: true,
    },
    template_id: {
      type: "string",
      description: "ID of the pdf template.",
      optional: true,
    },
    documents: {
      type: "any",
      optional: true,
    },
    zcrm_potential_id: {
      type: "string",
      optional: true,
    },
    zcrm_potential_name: {
      type: "string",
      optional: true,
    },
    ignore_auto_number_generation: {
      type: "string",
      description: "Ignore auto sales order number generation for this sales order. This mandates the sales order number.",
      optional: true,
    },
    can_send_in_mail: {
      type: "string",
      description: "Can the file be sent in mail.",
      optional: true,
    },
    totalFiles: {
      type: "string",
      description: "Total number of files.",
      optional: true,
    },
    doc: {
      type: "string",
      description: "Document that is to be attached",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://www.zoho.com/books/api/v3/#Sales-Order_Create_a_sales_order

    if (!this.organization_id || !this.customer_id || !this.line_items) {
      throw new Error("Must provide organization_id, customer_id, and line_items parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://books.${this.zoho_books.$auth.base_api_uri}/api/v3/salesorders?organization_id=${this.organization_id}`,
      headers: {
        Authorization: `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      data: {
        customer_id: this.customer_id,
        contact_persons: this.contact_persons,
        date: this.date,
        shipment_date: this.shipment_date,
        custom_fields: this.custom_fields,
        place_of_supply: this.place_of_supply,
        salesperson_id: this.salesperson_id,
        merchant_id: this.merchant_id,
        gst_treatment: this.gst_treatment,
        gst_no: this.gst_no,
        is_inclusive_tax: this.is_inclusive_tax,
        line_items: this.line_items,
        notes: this.notes,
        terms: this.terms,
        billing_address_id: this.billing_address_id,
        shipping_address_id: this.shipping_address_id,
        crm_owner_id: this.crm_owner_id,
        crm_custom_reference_id: this.crm_custom_reference_id,
        vat_treatment: this.vat_treatment,
        tax_treatment: this.tax_treatment,
        salesorder_number: this.salesorder_number,
        reference_number: this.reference_number,
        is_update_customer: this.is_update_customer,
        discount: this.discount,
        exchange_rate: this.exchange_rate,
        salesperson_name: this.salesperson_name,
        notes_default: this.notes_default,
        terms_default: this.terms_default,
        tax_id: this.tax_id,
        tax_authority_id: this.tax_authority_id,
        tax_exemption_id: this.tax_exemption_id,
        tax_authority_name: this.tax_authority_name,
        tax_exemption_code: this.tax_exemption_code,
        avatax_exempt_no: this.avatax_exempt_no,
        avatax_use_code: this.avatax_use_code,
        shipping_charge: this.shipping_charge,
        adjustment: this.adjustment,
        delivery_method: this.delivery_method,
        estimate_id: this.estimate_id,
        is_discount_before_tax: this.is_discount_before_tax,
        discount_type: this.discount_type,
        adjustment_description: this.adjustment_description,
        pricebook_id: this.pricebook_id,
        template_id: this.template_id,
        documents: this.documents,
        zcrm_potential_id: this.zcrm_potential_id,
        zcrm_potential_name: this.zcrm_potential_name,
      },
      params: {
        ignore_auto_number_generation: this.ignore_auto_number_generation,
        can_send_in_mail: this.can_send_in_mail,
        totalFiles: this.totalFiles,
        doc: this.doc,
      },
    });
  },
};

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
Zoho Books	`zoho_books`	`app`	This component uses the Zoho Books app.
organization_id	`organization_id`	`string`	In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc. The parameter `organization_id` should be sent in with every API request to identify the organization. The `organization_id` can be obtained from the GET `/organizations` API's JSON response. Alternatively, it can be obtained from the Manage Organizations page in the admin console.
customer_id	`customer_id`	`string`	ID of the customer to whom the sales order has to be created.
line_items	`line_items`	`any`	Line items of a sales order.
contact_persons	`contact_persons`	`any`	Array of contact person(s) for whom sales order has to be sent.
date	`date`	`string`	The date, the sales order is created.
shipment_date	`shipment_date`	`string`	Shipping date of sales order.
custom_fields	`custom_fields`	`any`	Custom fields for a sales order.
place_of_supply	`place_of_supply`	`string`	Place where the goods/services are supplied to. (If not given, `place of contact` given for the contact will be taken) Supported codes for UAE emirates are : Abu Dhabi - AB`, Ajman -` AJ`, Dubai -` DU`, Fujairah -` FU`, Ras al-Khaimah -` RA`, Sharjah -` SH`, Umm al-Quwain -` UM`Supported codes for the GCC countries are : United Arab Emirates -`AE`, Saudi Arabia -` SA`, Bahrain -` BH`, Kuwait -` KW`, Oman -` OM`, Qatar -` QA`.
salesperson_id	`salesperson_id`	`string`	ID of the salesperson.
merchant_id	`merchant_id`	`string`	ID of the merchant.
gst_treatment	`gst_treatment`	`string`	Choose whether the contact is GST registered/unregistered/consumer/overseas. Allowed values are `business_gst`, `business_none`, `overseas`, `consumer`.
gst_no	`gst_no`	`string`	15 digit GST identification number of the customer.
is_inclusive_tax	`is_inclusive_tax`	`boolean`	Used to specify whether the line item rates are inclusive or exclusive of tax.
notes	`notes`	`string`	Notes for this Sales Order.
terms	`terms`	`string`
billing_address_id	`billing_address_id`	`string`	ID of the Billing Address
shipping_address_id	`shipping_address_id`	`string`	ID of the Shipping Address.
crm_owner_id	`crm_owner_id`	`string`
crm_custom_reference_id	`crm_custom_reference_id`	`string`
vat_treatment	`vat_treatment`	`string`	Enter vat treatment.
tax_treatment	`tax_treatment`	`string`	VAT treatment for the invoice .Choose whether the contact falls under: `vat_registered`, `vat_not_registered`, `gcc_vat_not_registered`, `gcc_vat_registered`, `non_gcc` , `dz_vat_registered` and `dz_vat_not_registered` supported only for UAE.
salesorder_number	`salesorder_number`	`string`	Mandatory if auto number generation is disabled.
reference_number	`reference_number`	`string`	For Customer Only : If a contact is assigned to any particular user, that user can manage transactions for the contact
is_update_customer	`is_update_customer`	`boolean`	Boolean to update billing address of customer.
discount	`discount`	`string`	Discount applied to the sales order. It can be either in % or in amount. e.g. 12.5% or 190.
exchange_rate	`exchange_rate`	`string`	Exchange rate of the currency.
salesperson_name	`salesperson_name`	`string`	Name of the sales person.
notes_default	`notes_default`	`string`	Default Notes for the Sales Order
terms_default	`terms_default`	`string`	Default Terms of the Sales Order.
tax_id	`tax_id`	`string`	Tax ID for the Sales Order.
tax_authority_id	`tax_authority_id`	`string`	ID of the tax authority. Tax authority depends on the location of the customer.
tax_exemption_id	`tax_exemption_id`	`string`	ID of the tax exemption applied.
tax_authority_name	`tax_authority_name`	`string`	Tax Authority's name.
tax_exemption_code	`tax_exemption_code`	`string`	Code of Tax Exemption that is applied.
avatax_exempt_no	`avatax_exempt_no`	`string`	Exemption certificate number of the customer.
avatax_use_code	`avatax_use_code`	`string`	Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule.
shipping_charge	`shipping_charge`	`string`
adjustment	`adjustment`	`string`
delivery_method	`delivery_method`	`string`
estimate_id	`estimate_id`	`string`	ID of the estimate associated with the Sales Order.
is_discount_before_tax	`is_discount_before_tax`	`boolean`	Used to specify how the discount has to applied. Either before or after the calculation of tax.
discount_type	`discount_type`	`string`	How the discount is specified. Allowed values are entity_level or item_level. Allowed Values: `entity_level` and `item_level`.
adjustment_description	`adjustment_description`	`string`
pricebook_id	`pricebook_id`	`string`
template_id	`template_id`	`string`	ID of the pdf template.
documents	`documents`	`any`
zcrm_potential_id	`zcrm_potential_id`	`string`
zcrm_potential_name	`zcrm_potential_name`	`string`
ignore_auto_number_generation	`ignore_auto_number_generation`	`string`	Ignore auto sales order number generation for this sales order. This mandates the sales order number.
can_send_in_mail	`can_send_in_mail`	`string`	Can the file be sent in mail.
totalFiles	`totalFiles`	`string`	Total number of files.
doc	`doc`	`string`	Document that is to be attached

Action Authentication#

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

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

ZohoBooks.fullaccess.all

About Zoho Books#

Online accounting software

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