Get Bank Summary with Xero Accounting API on Custom Interval from Schedule API

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Trigger workflow on

Custom Interval from the Schedule API

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Get Bank Summary with the Xero Accounting API

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Getting Started#

This integration creates a workflow with a Schedule 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 Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Get Bank Summary action
1. Connect your Xero Accounting account
2. Configure tenant_id
3. Optional- Configure form_date
4. Optional- Configure to_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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

import schedule from "../../schedule.app.mjs";

export default {
  name: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Get Bank Summary on Xero Accounting

Description:Gets the balances and cash movements for each bank account.

Version:0.1.1

Key:xero_accounting_api-get-bank-summary

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#

// legacy_hash_id: a_K5i5rd
import { axios } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-get-bank-summary",
  name: "Get Bank Summary",
  description: "Gets the balances and cash movements for each bank account.",
  version: "0.1.1",
  type: "action",
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    },
    tenant_id: {
      type: "string",
      description: "Id of the organization tenant to use on the Xero Accounting API. See [Get Tenant Connections](https://pipedream.com/@sergio/xero-accounting-api-get-tenant-connections-p_OKCzOgn/edit) for a workflow example on how to pull this data.",
    },
    form_date: {
      type: "string",
      description: "Get the balances and cash movements for each bank account from this date",
      optional: true,
    },
    to_date: {
      type: "string",
      description: "Get the balances and cash movements for each bank account to this date",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://developer.xero.com/documentation/api/reports#BankSummary

    if (!this.tenant_id) {
      throw new Error("Must provide tenant_id parameter.");
    }

    return await axios($, {
      url: "https://api.xero.com/api.xro/2.0/Reports/BankSummary",
      headers: {
        "Authorization": `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
        "xero-tenant-id": this.tenant_id,
      },
      params: {
        fromDate: this.form_date,
        toDate: this.to_date,
      },
    });
  },
};

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_accounting_api`	`app`	This component uses the Xero Accounting app.
tenant_id	`tenant_id`	`string`	Id of the organization tenant to use on the Xero Accounting API. See Get Tenant Connections for a workflow example on how to pull this data.
form_date	`form_date`	`string`	Get the balances and cash movements for each bank account from this date
to_date	`to_date`	`string`	Get the balances and cash movements for each bank account to this date

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

Get Bank Summary with Xero Accounting API on Custom Interval from Schedule API

Pipedream makes it easy to connect APIs for Xero Accounting, Schedule and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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