Send Text Message with WhatsApp Business API on New Expense from Zoho Books API

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Trigger workflow on

New Expense from the Zoho Books API

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Send Text Message with the WhatsApp Business API

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Getting Started#

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

Select this integration
Configure the New Expense trigger
1. Connect your Zoho Books account
2. Configure timer
Configure the Send Text Message action
1. Connect your WhatsApp Business account
2. Select a Phone Number ID
3. Configure Recipient Phone Number
4. Configure Message Body
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 Expense on Zoho Books

Description:Emit new event when a new expense is created.

Version:0.0.1

Key:zoho_books-new-expense

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.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "zoho_books-new-expense",
  name: "New Expense",
  description: "Emit new event when a new expense is created.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFunction() {
      return this.zohoBooks.listExpenses;
    },
    getFieldName() {
      return "expenses";
    },
    getFieldId() {
      return "expense_id";
    },
    getSummary(item) {
      return `New Expense: ${item.expense_id}`;
    },
  },
  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.

Label	Prop	Type	Description
Zoho Books	`zohoBooks`	`app`	This component uses the Zoho Books app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger 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

Action#

Send Text Message on WhatsApp Business

Description:Sends a text message. [See the docs.](https://developers.facebook.com/docs/whatsapp/cloud-api/reference/messages)

Version:0.0.3

Key:whatsapp_business-send-text-message

View on GitHub

WhatsApp Business Overview#

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Action Code#

import whatsapp from "../../whatsapp_business.app.mjs";

const docLink = "https://developers.facebook.com/docs/whatsapp/cloud-api/reference/messages";

export default {
  key: "whatsapp_business-send-text-message",
  name: "Send Text Message",
  description: `Sends a text message. [See the docs.](${docLink})`,
  version: "0.0.3",
  type: "action",
  props: {
    whatsapp,
    phoneNumberId: {
      propDefinition: [
        whatsapp,
        "phoneNumberId",
      ],
    },
    recipientPhoneNumber: {
      propDefinition: [
        whatsapp,
        "recipientPhoneNumber",
      ],
    },
    messageBody: {
      type: "string",
      label: "Message Body",
      description: "The text content of the message.",
    },
  },
  async run({ $ }) {
    const response = await this.whatsapp.sendMessage({
      $,
      phoneNumberId: this.phoneNumberId,
      to: this.recipientPhoneNumber,
      body: this.messageBody,
    });
    $.export("$summary", `Sent message successfully to +${this.recipientPhoneNumber}`);
    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
WhatsApp Business	`whatsapp`	`app`	This component uses the WhatsApp Business app.
Phone Number ID	`phoneNumberId`	`string`	Select a value from the drop down menu.
Recipient Phone Number	`recipientPhoneNumber`	`string`	Enter the recipient's phone number. For example, `15101234567`.
Message Body	`messageBody`	`string`	The text content of the message.

Action Authentication#

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

To connect your WhatsApp Business Cloud account to Pipedream, follow the steps below to find your Business Account ID and your Permanent Access Token.

For additional info on setting up a WhatsApp Business account, refer to their getting started docs.

About WhatsApp Business#

WhatsApp Business products support businesses from large to small. Engage audiences, accelerate sales and drive better customer support outcomes on the platform with more than 2 billion users around the world.