Send Email with Holded API on Custom Interval from Schedule API

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Trigger workflow on

Custom Interval from the Schedule API

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Send Email with the Holded API

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Getting Started#

This integration creates a workflow with a Schedule trigger and Holded 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 Send Email action
1. Connect your Holded account
2. Select a Document Type
3. Select a Document ID
4. Configure Emails
5. Optional- Configure Subject
6. Optional- Configure Message
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#

Send Email on Holded

Description:Deliver an email with a document to a contact through Holded. [See the docs](https://developers.holded.com/reference/send-document-1).

Version:0.0.1

Key:holded-send-email

View on GitHub

Holded Overview#

The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../holded.app.mjs";

export default {
  key: "holded-send-email",
  name: "Send Email",
  description: "Deliver an email with a document to a contact through Holded. [See the docs](https://developers.holded.com/reference/send-document-1).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    docType: {
      type: "string",
      label: "Document Type",
      description: "The type of document to send.",
      options: Object.values(constants.DOC_TYPE),
    },
    documentId: {
      propDefinition: [
        app,
        "documentId",
        ({ docType }) => ({
          args: {
            docType,
          },
        }),
      ],
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "The emails to send the document to.",
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The subject of the email. Minimum 10 characters.",
      optional: true,
    },
    message: {
      type: "string",
      label: "Message",
      description: "The message of the email. Minimum 20 characters.",
      optional: true,
    },
  },
  methods: {
    sendDocument({
      docType, documentId, ...args
    } = {}) {
      return this.app.post({
        path: `/documents/${docType}/${documentId}/send`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      docType,
      documentId,
      emails,
      subject,
      message,
    } = this;

    const response = await this.sendDocument({
      step,
      docType,
      documentId,
      data: {
        emails: Array.isArray(emails)
          ? emails.toString()
          : emails,
        subject,
        message,
      },
    });

    step.export("$summary", `Successfully sent document with status \`${response.info}\``);

    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
Holded	`app`	`app`	This component uses the Holded app.
Document Type	`docType`	`string`	Select a value from the drop down menu:`invoicesalesreceiptcreditnotesalesorderproformwaybillestimatepurchasepurchaseorderpurchaserefund`
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Emails	`emails`	`string[]`	The emails to send the document to.
Subject	`subject`	`string`	The subject of the email. Minimum 10 characters.
Message	`message`	`string`	The message of the email. Minimum 20 characters.

Action Authentication#

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

To retrieve your API keys,