← Discord Bot + Zoho Books integrations

List Invoices with Zoho Books API on New Message in Channel from Discord Bot API

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New Message in Channel from the Discord Bot API
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List Invoices with the Zoho Books API
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Getting Started

This integration creates a workflow with a Discord Bot trigger and Zoho Books 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 New Message in Channel trigger
    1. Connect your Discord Bot account
    2. Select a Guild
    3. Select one or more Channels
    4. Optional- Configure Emit messages as a single event
    5. Configure timer
  3. Configure the List Invoices action
    1. Connect your Zoho Books account
    2. Optional- Configure Invoice Number
    3. Optional- Configure Item Name
    4. Optional- Configure Item Id
    5. Optional- Configure Item Description
    6. Optional- Configure Reference Number
    7. Optional- Configure Customer Name
    8. Optional- Configure Recurring Invoice Id
    9. Optional- Configure Email
    10. Optional- Configure Total
    11. Optional- Configure Balance
    12. Optional- Configure Custom Field
    13. Optional- Configure Date
    14. Optional- Configure Due Date
    15. Optional- Configure Last Modified Time
    16. Optional- Select a Status
    17. Optional- Configure Customer Id
    18. Optional- Select a Filter By
    19. Optional- Configure Search Text
    20. Optional- Select a Sort Column
  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:Emit new event for each message posted to one or more channels
Version:0.0.18
Key:discord_bot-new-message-in-channel

Discord Bot Overview

The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";
import sampleEmit from "./test-event.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.18",

  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
  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.
LabelPropTypeDescription
Discord BotdiscordappThis component uses the Discord Bot app.
GuildguildIdstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelschannelsstring[]Select a value from the drop down menu.
Emit messages as a single eventemitEventsInBatchboolean

If true, all messages are emitted as an array, within a single Pipedream event. Defaults to false, emitting each Discord message as its own event in Pipedream

timer$.interface.timer

Trigger Authentication

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.


If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot

Use this app to interact with the Discord API using a bot in your account

Action

Description:Lists all invoices. [See the documentation](https://www.zoho.com/books/api/v3/contacts/#list-contacts)
Version:0.3.0
Key:zoho_books-list-invoices

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_PNin2N// legacy_hash_id: a_RAiV28
import {
  INVOICE_FILTER_BY_OPTIONS,
  INVOICE_SORT_COLUMN_OPTIONS,
  INVOICE_STATUS_OPTIONS,
} from "../../common/constants.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-list-invoices",
  name: "List Invoices",
  description: "Lists all invoices. [See the documentation](https://www.zoho.com/books/api/v3/contacts/#list-contacts)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoBooks,
    invoiceNumber: {
      type: "string",
      label: "Invoice Number",
      description: "Search invoices by invoice number. Max-length [100]",
      optional: true,
    },
    itemName: {
      type: "string",
      label: "Item Name",
      description: "Search invoices by item name. Max-length [100]",
      optional: true,
    },
    itemId: {
      type: "string",
      label: "Item Id",
      description: "Search invoices by item id.",
      optional: true,
    },
    itemDescription: {
      type: "string",
      label: "Item Description",
      description: "Search invoices by item description. Max-length [100]",
      optional: true,
    },
    referenceNumber: {
      type: "string",
      label: "Reference Number",
      description: "The reference number of the invoice.",
      optional: true,
    },
    customerName: {
      type: "string",
      label: "Customer Name",
      description: "The name of the customer. Max-length [100]",
      optional: true,
    },
    recurringInvoiceId: {
      type: "string",
      label: "Recurring Invoice Id",
      description: "ID of the recurring invoice from which the invoice is created.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Search contacts by email id. Max-length [100]",
      optional: true,
    },
    total: {
      type: "string",
      label: "Total",
      description: "The total amount to be paid.",
      optional: true,
    },
    balance: {
      type: "string",
      label: "Balance",
      description: "The unpaid amount.",
      optional: true,
    },
    customField: {
      type: "string",
      label: "Custom Field",
      description: "Search invoices by custom fields.",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Search invoices by invoice date. Default date format is `yyyy-mm-dd`.",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Search invoices by due date. Default date format is `yyyy-mm-dd`.",
      optional: true,
    },
    lastModifiedTime: {
      type: "string",
      label: "Last Modified Time",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Search invoices by invoice status.",
      options: INVOICE_STATUS_OPTIONS,
      optional: true,
    },
    customerId: {
      type: "string",
      label: "Customer Id",
      description: "ID of the customer the invoice has to be created.",
      optional: true,
    },
    filterBy: {
      type: "string",
      label: "Filter By",
      description: "Filter invoices by any status or payment expected date.",
      optional: true,
      options: INVOICE_FILTER_BY_OPTIONS,
    },
    searchText: {
      type: "string",
      label: "Search Text",
      description: "Search invoices by invoice number or purchase order or customer name. Max-length [100]",
      optional: true,
    },
    sortColumn: {
      type: "string",
      label: "Sort Column",
      description: "Sort invoices.",
      options: INVOICE_SORT_COLUMN_OPTIONS,
      optional: true,
    },
  },
  async run({ $ }) {
    const response = this.zohoBooks.paginate({
      fn: this.zohoBooks.listInvoices,
      fieldName: "invoices",
      params: {
        invoice_number: this.invoiceNumber,
        item_name: this.itemName,
        item_id: this.itemId,
        item_description: this.itemDescription,
        reference_number: this.referenceNumber,
        customer_name: this.customerName,
        recurring_invoice_id: this.recurringInvoiceId,
        email: this.email,
        total: this.total,
        balance: this.balance,
        custom_field: this.customField,
        date: this.date,
        due_date: this.dueDate,
        last_modified_time: this.lastModifiedTime,
        status: this.status,
        customer_id: this.customerId,
        filter_by: this.filterBy,
        search_text: this.searchText,
        sort_column: this.sortColumn,
      },
    });

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

    $.export("$summary", `Successfully fetched ${responseArray.length} invoices(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.

LabelPropTypeDescription
Zoho BookszohoBooksappThis component uses the Zoho Books app.
Invoice NumberinvoiceNumberstring

Search invoices by invoice number. Max-length [100]

Item NameitemNamestring

Search invoices by item name. Max-length [100]

Item IditemIdstring

Search invoices by item id.

Item DescriptionitemDescriptionstring

Search invoices by item description. Max-length [100]

Reference NumberreferenceNumberstring

The reference number of the invoice.

Customer NamecustomerNamestring

The name of the customer. Max-length [100]

Recurring Invoice IdrecurringInvoiceIdstring

ID of the recurring invoice from which the invoice is created.

Emailemailstring

Search contacts by email id. Max-length [100]

Totaltotalstring

The total amount to be paid.

Balancebalancestring

The unpaid amount.

Custom FieldcustomFieldstring

Search invoices by custom fields.

Datedatestring

Search invoices by invoice date. Default date format is yyyy-mm-dd.

Due DatedueDatestring

Search invoices by due date. Default date format is yyyy-mm-dd.

Last Modified TimelastModifiedTimestring
StatusstatusstringSelect a value from the drop down menu:sentdraftoverduepaidvoidunpaidpartially_paidviewed
Customer IdcustomerIdstring

ID of the customer the invoice has to be created.

Filter ByfilterBystringSelect a value from the drop down menu:Status.AllStatus.SentStatus.DraftStatus.OverDueStatus.PaidStatus.VoidStatus.UnpaidStatus.PartiallyPaidStatus.ViewedDate.PaymentExpectedDate
Search TextsearchTextstring

Search invoices by invoice number or purchase order or customer name. Max-length [100]

Sort ColumnsortColumnstringSelect a value from the drop down menu:customer_nameinvoice_numberdatedue_datetotalbalancecreated_time

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

About Zoho Books

Online accounting software

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