Find or Create Contact with Xero Accounting API on New Item in Feed from RSS API

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Trigger workflow on

New Item in Feed from the RSS API

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Find or Create Contact with the Xero Accounting API

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Getting Started#

This integration creates a workflow with a RSS 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 Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Find or Create Contact action
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Configure Email address
4. Configure Create a new contact if not found
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 Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.6

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import rss from "../../app/rss.app.mjs";
import { defineSource } from "@pipedream/types";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.6",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Find or Create Contact on Xero Accounting

Description:Finds a contact by email address. Optionally, create one if none are found. [See the documentation](https://developer.xero.com/documentation/api/accounting/contacts/#get-contacts)

Version:0.0.1

Key:xero_accounting_api-find-or-create-contact

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 xeroAccountingApi from "../../xero_accounting_api.app.mjs";
import { ConfigurationError } from "@pipedream/platform";
import {
  removeNullEntries, formatQueryString,
} from "../../common/util.mjs";

export default {
  key: "xero_accounting_api-find-or-create-contact",
  name: "Find or Create Contact",
  description: "Finds a contact by email address. Optionally, create one if none are found. [See the documentation](https://developer.xero.com/documentation/api/accounting/contacts/#get-contacts)",
  version: "0.0.1",
  type: "action",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    emailAddress: {
      type: "string",
      label: "Email address",
      description: "Email address of contact.",
    },
    createContactIfNotFound: {
      type: "boolean",
      label: "Create a new contact if not found",
      description: "Set to `true` to create a new contact if not found.",
      reloadProps: true,
    },
  },
  additionalProps() {
    const props = {};
    if (this.createContactIfNotFound) {
      props.name = {
        type: "string",
        label: "Contact name",
        description: "Full name of contact/organization.",
      };
      props.firstName = {
        type: "string",
        label: "First name",
        description: "First name of contact.",
        optional: true,
      };
      props.lastName = {
        type: "string",
        label: "Last name",
        description: "Last name of contact.",
        optional: true,
      };
      props.contactStatus = {
        type: "string",
        label: "Contact status",
        description: "See [contact status reference](https://developer.xero.com/documentation/api/accounting/types#contacts)",
        options: [
          "ACTIVE",
          "ARCHIVED",
          "GDPRREQUEST",
        ],
        optional: true,
        default: "ACTIVE",
      };
      props.companyNumber = {
        type: "string",
        label: "Company Number",
        description: "Company registration number. Max 50 char.",
        optional: true,
      };
      props.addressType = {
        type: "string",
        label: "Address Type",
        description: "The type of mailing address. Required if entering address information",
        options: [
          "POBOX",
          "STREET",
          "DELIVERY",
        ],
        optional: true,
      };
      props.addressLine1 = {
        type: "string",
        label: "Address Line 1",
        description: "Street address of contact",
        optional: true,
      };
      props.addressLine2 = {
        type: "string",
        label: "Address Line 2",
        description: "Line 2 of the street address of contact",
        optional: true,
      };
      props.city = {
        type: "string",
        label: "City",
        description: "City address of contact",
        optional: true,
      };
      props.region = {
        type: "string",
        label: "Region",
        description: "Region/State address of contact",
        optional: true,
      };
      props.postalCode = {
        type: "string",
        label: "Postal Code",
        description: "Postal Code address of contact",
        optional: true,
      };
      props.country = {
        type: "string",
        label: "Country",
        description: "Country of contact",
        optional: true,
      };
      props.phoneNumber = {
        type: "string",
        label: "Phone Number",
        description: "Phone number of contact",
        optional: true,
      };
    }
    return props;
  },
  async run({ $ }) {
    const queryString = formatQueryString({
      EmailAddress: this.emailAddress,
    }, true);
    const contactDetail = await this.xeroAccountingApi.getContact($, this.tenantId, queryString);
    const found = contactDetail?.Contacts?.length;

    if (!this.createContactIfNotFound && !found) {
      throw new ConfigurationError("Contact not found");
    }

    if (found) {
      $.export("$summary", `Successfully found contact with email \`${this.emailAddress}\`.`);
      return contactDetail;
    }

    const addressEntered = this.addressLine1
      || this.addressLine1
      || this.city
      || this.region
      || this.postalCode
      || this.country;
    if (addressEntered && !this.addressType) {
      throw new ConfigurationError("Address Type is required when entering address information.");
    } else if (!addressEntered && this.addressType) {
      throw new ConfigurationError("Must enter address information along with Address Type.");
    }

    const createPayload = removeNullEntries({
      Name: this.name,
      FirstName: this.firstName,
      LastName: this.lastName,
      EmailAddress: this.emailAddress,
      ContactStatus: this.contactStatus,
      CompanyNumber: this.companyNumber,
      Addresses: addressEntered
        ? [
          {
            AddressType: this.addressType,
            AddressLine1: this.addressLine1,
            AddressLine2: this.addressLine1,
            City: this.city,
            Region: this.region,
            PostalCode: this.postalCode,
            Country: this.country,
          },
        ]
        : undefined,
      Phones: this.phoneNumber
        ? [
          {
            PhoneType: "DEFAULT",
            PhoneNumber: this.phoneNumber,
          },
        ]
        : undefined,
    });

    const response = await this.xeroAccountingApi.createContact($, this.tenantId, createPayload);
    if (response?.Contacts?.length) {
      $.export("$summary", `Successfully created new contact with ID ${response.Contacts[0].ContactID}.`);
    }
    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	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Email address	`emailAddress`	`string`	Email address of contact.
Create a new contact if not found	`createContactIfNotFound`	`boolean`	Set to `true` to create a new contact if not found.

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

Find or Create Contact with Xero Accounting API on New Item in Feed from RSS API

Pipedream makes it easy to connect APIs for Xero Accounting, RSS and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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