List Expenses with Zoho Books API on New Account from Totango API

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Trigger workflow on

New Account from the Totango API

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List Expenses with the Zoho Books API

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Getting Started#

This integration creates a workflow with a Totango 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 Account trigger
1. Connect your Totango account
2. Configure timer
Configure the List Expenses action
1. Connect your Zoho Books account
2. Optional- Configure Description
3. Optional- Configure Reference Number
4. Optional- Configure Date
5. Optional- Select a Status
6. Optional- Configure Amount
7. Optional- Configure Account Name
8. Optional- Configure Customer Name
9. Optional- Configure Vendor Name
10. Optional- Configure Customer Id
11. Optional- Configure Vendor Id
12. Optional- Configure Recurring Expense Id
13. Optional- Configure Paid Through Account Id
14. Optional- Configure Search Text
15. Optional- Select a Sort Column
16. Optional- Select a Filter By
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 Account on Totango

Description:Emit new event for each created account. [See the docs](https://support.totango.com/hc/en-us/articles/204174135-Search-API-accounts-and-users-)

Version:0.0.3

Key:totango-new-account

View on GitHub

Totango Overview#

The Totango API taps into the realm of customer success, offering intricate data on customer interactions and health scores. This API is a gateway for syncing customer data, tracking events, and constructing a responsive and personalized customer journey. Utilize Pipedream's capabilities to connect Totango to a myriad of other apps, creating automated workflows that enhance customer insights, trigger actions based on customer status, and streamline communication across platforms.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  name: "New Account",
  version: "0.0.3",
  key: "totango-new-account",
  description: "Emit new event for each created account. [See the docs](https://support.totango.com/hc/en-us/articles/204174135-Search-API-accounts-and-users-)",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    emitEvent(data) {
      this.$emit(data, {
        id: data.name,
        summary: `New account with name ${data.name}`,
        ts: new Date(),
      });
    },
    getResourceMethod() {
      return this.totango.searchAccounts;
    },
  },
};

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
Totango	`totango`	`app`	This component uses the Totango app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To find your API key, login to Totango and go to your user profile (click your initials on the top-right), your API key is located in the Integration tab.

About Totango#

Customer Success Software

Action#

List Expenses on Zoho Books

Description:List all the Expenses. [See the documentation](https://www.zoho.com/books/api/v3/expenses/#list-expenses)

Version:0.3.0

Key:zoho_books-list-expenses

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_gnir81// legacy_hash_id: a_RAiV28
import {
  FILTER_BY_OPTIONS,
  SORT_COLUMN_OPTIONS,
  STATUS_OPTIONS,
} from "../../common/constants.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-list-expenses",
  name: "List Expenses",
  description: "List all the Expenses. [See the documentation](https://www.zoho.com/books/api/v3/expenses/#list-expenses)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoBooks,
    description: {
      type: "string",
      label: "Description",
      description: "Search expenses by description.Variants `description_startswith` and `description_contains`. Max-length [100]",
      optional: true,
    },
    referenceNumber: {
      type: "string",
      label: "Reference Number",
      description: "Search expenses by reference number. Variants `reference_number_startswith` and `reference_number_contains`. Max-length [100]",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Search expenses by expense date. Variants `date_start`, `date_end`, `date_before` and `date_after`. Format [yyyy-mm-dd]",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Search expenses by expense status.",
      options: STATUS_OPTIONS,
      optional: true,
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "Search expenses by amount.",
      optional: true,
    },
    accountName: {
      type: "string",
      label: "Account Name",
      description: "Search expenses by expense account name. Max-length [100]",
      optional: true,
    },
    customerName: {
      type: "string",
      label: "Customer Name",
      description: "Search expenses by customer name. Max-length [100]",
      optional: true,
    },
    vendorName: {
      type: "string",
      label: "Vendor Name",
      description: "Search expenses by vendor name.",
      optional: true,
    },
    customerId: {
      type: "string",
      label: "Customer Id",
      description: "ID of the expense account.",
      optional: true,
    },
    vendorId: {
      type: "string",
      label: "Vendor Id",
      description: "ID of the vendor the expense is made.",
      optional: true,
    },
    recurringExpenseId: {
      type: "string",
      label: "Recurring Expense Id",
      description: "Search expenses by recurring expense id.",
      optional: true,
    },
    paidThroughAccountId: {
      type: "string",
      label: "Paid Through Account Id",
      description: "Search expenses by paid through account id.",
      optional: true,
    },
    searchText: {
      type: "string",
      label: "Search Text",
      description: "Search expenses by account name or description or `customer name` or `vendor name`. Max-length [100]",
      optional: true,
    },
    sortColumn: {
      type: "string",
      label: "Sort Column",
      description: "Sort expenses.",
      optional: true,
      options: SORT_COLUMN_OPTIONS,
    },
    filterBy: {
      type: "string",
      label: "Filter By",
      description: "Filter expenses by expense status.",
      optional: true,
      options: FILTER_BY_OPTIONS,
    },
  },
  async run({ $ }) {
    const response = this.zohoBooks.paginate({
      fn: this.zohoBooks.listExpenses,
      fieldName: "expenses",
      params: {
        description: this.description,
        reference_number: this.referenceNumber,
        date: this.date,
        status: this.status,
        amount: this.amount,
        account_name: this.accountName,
        customer_name: this.customerName,
        vendor_name: this.vendorName,
        customer_id: this.customerId,
        vendor_id: this.vendorId,
        recurring_expense_id: this.recurringExpenseId,
        paid_through_account_id: this.paidThroughAccountId,
        search_text: this.searchText,
        sort_column: this.sortColumn,
        filter_by: this.filterBy,
      },
    });

    const responseArray = [];
    for await (const item of response) {
      responseArray.push(item);
    }

    $.export("$summary", `Successfully fetched ${responseArray.length} expenses(s)`);
    return responseArray;
  },
};

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	`zohoBooks`	`app`	This component uses the Zoho Books app.
Description	`description`	`string`	Search expenses by description.Variants `description_startswith` and `description_contains`. Max-length [100]
Reference Number	`referenceNumber`	`string`	Search expenses by reference number. Variants `reference_number_startswith` and `reference_number_contains`. Max-length [100]
Date	`date`	`string`	Search expenses by expense date. Variants `date_start`, `date_end`, `date_before` and `date_after`. Format [yyyy-mm-dd]
Status	`status`	`string`	Select a value from the drop down menu:`unbilledinvoicedreimbursednon-billablebillable`
Amount	`amount`	`string`	Search expenses by amount.
Account Name	`accountName`	`string`	Search expenses by expense account name. Max-length [100]
Customer Name	`customerName`	`string`	Search expenses by customer name. Max-length [100]
Vendor Name	`vendorName`	`string`	Search expenses by vendor name.
Customer Id	`customerId`	`string`	ID of the expense account.
Vendor Id	`vendorId`	`string`	ID of the vendor the expense is made.
Recurring Expense Id	`recurringExpenseId`	`string`	Search expenses by recurring expense id.
Paid Through Account Id	`paidThroughAccountId`	`string`	Search expenses by paid through account id.
Search Text	`searchText`	`string`	Search expenses by account name or description or `customer name` or `vendor name`. Max-length [100]
Sort Column	`sortColumn`	`string`	Select a value from the drop down menu:`dateaccount_nametotalbcy_totalreference_numbercustomer_namecreated_time`
Filter By	`filterBy`	`string`	Select a value from the drop down menu:`Status.AllStatus.BillableStatus.NonbillableStatus.ReimbursedStatus.InvoicedStatus.Unbilled`

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

List Expenses with Zoho Books API on New Account from Totango API

Pipedream makes it easy to connect APIs for Zoho Books, Totango and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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