← Schedule + Dext integrations

Get Client with Dext API on Daily schedule from Schedule API

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Trigger workflow on
Daily schedule from the Schedule API
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Get Client with the Dext API
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Getting Started

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

  1. Select this integration
  2. Configure the Daily schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Get Client action
    1. Connect your Dext account
    2. Select a Client
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Trigger your workflow every day.
Version:0.0.1
Key:schedule-daily

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: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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.
LabelPropTypeDescription
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.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

Description:Retrieves a detailed set of information about a particular client. [See the documentation](https://help.dext.com/en/s/article/api#api-endpoints)
Version:0.0.1
Key:dext-get-client

Dext Overview

The Dext API allows you to automate the management of expenses, receipts, and invoices within your Dext account. With Pipedream, you can harness this API to create workflows that streamline your finance operations, such as extracting data from receipts, categorizing expenses, and syncing financial documents across various platforms. By connecting Dext with other apps through Pipedream, you can craft efficient, serverless workflows that save time and reduce manual data entry.

Action Code

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

export default {
  key: "dext-get-client",
  name: "Get Client",
  description: "Retrieves a detailed set of information about a particular client. [See the documentation](https://help.dext.com/en/s/article/api#api-endpoints)",
  version: "0.0.1",
  type: "action",
  props: {
    dext,
    client: {
      propDefinition: [
        dext,
        "client",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.dext.getClient({
      clientId: this.client,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully retrieved data for client with ID ${this.client}`);
    }

    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.

LabelPropTypeDescription
DextdextappThis component uses the Dext app.
ClientclientstringSelect a value from the drop down menu.

Action Authentication

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

To retrieve your API Token,

  • Navigate to your Dext Precision account and sign in
  • Go to “Configuration” > “API”

About Dext

Cloud accounting platform that provides you with real-time data and accurate insights.

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