Find or Create Contact with Xero Accounting API on New Message (Instant) from Discord API

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New Message (Instant) from the Discord 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 Discord 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 (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
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 Message (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.3

Key:discord-new-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code#

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  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	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.interface.apphook`

Trigger Authentication#

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

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

botemailidentifyguilds

About Discord#

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

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 Message (Instant) from Discord API

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

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

Developers ♥ Pipedream

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