← Xero Accounting + Email integrations

Send Yourself an Email with Email API on New or updated invoice from Xero Accounting API

Pipedream makes it easy to connect APIs for Email, Xero Accounting and 2,200+ other apps remarkably fast.

Trigger workflow on
New or updated invoice from the Xero Accounting API
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Send Yourself an Email with the Email API
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Getting Started

This integration creates a workflow with a Xero Accounting trigger and Email 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 or updated invoice trigger
    1. Connect your Xero Accounting account
    2. Select a Tenant ID
    3. Configure Polling interval
  3. Configure the Send Yourself an Email action
    1. Connect your Email account
    2. Configure subject
    3. Configure text
    4. Optional- Configure HTML
  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 notifications when you create a new or update existing invoice
Version:0.0.3
Key:xero_accounting_api-new-updated-invoice

Xero Accounting Overview

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Trigger Code

import { formatJsonDate } from "../../common/util.mjs";
import xeroAccountingApi from "../../xero_accounting_api.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-new-updated-invoice",
  name: "New or updated invoice",
  description: "Emit new notifications when you create a new or update existing invoice",
  version: "0.0.3",
  type: "source",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Xero accounting API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  dedupe: "unique",
  async run() {
    let lastDateChecked = this.xeroAccountingApi.getLastDateChecked(this.db);

    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.xeroAccountingApi.setLastDateChecked(this.db, lastDateChecked);
    }

    const invoices = (
      await this.xeroAccountingApi.getInvoice(
        null,
        this.tenantId,
        null,
        lastDateChecked,
      )
    )?.Invoices;
    invoices &&
      invoices.reverse().forEach((invoice) => {
        const formattedDate = formatJsonDate(invoice.UpdatedDateUTC);
        this.xeroAccountingApi.setLastDateChecked(this.db, formattedDate);
        this.$emit(invoice, {
          id: `${invoice.InvoiceID}D${formattedDate || ""}`,
          summary: invoice.InvoiceID,
        });
      });
  },
};

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
Xero AccountingxeroAccountingApiappThis component uses the Xero Accounting app.
Tenant IDtenantIdstringSelect a value from the drop down menu.
Polling intervaltimer$.interface.timer

Pipedream will poll Xero accounting API on this schedule

N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

Xero Accounting uses OAuth authentication. When you connect your Xero Accounting account, Pipedream will open a popup window where you can sign into Xero Accounting and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Xero Accounting API.

Pipedream requests the following authorization scopes when you connect your account:

offline_accessopenidprofileemailaccounting.transactionsaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting

Accounting Software

Action

Description:Customize and send an email to the email address you registered with Pipedream. The email will be sent by notifications@pipedream.com.
Version:0.4.4
Key:email-send-email-to-self

Action Code

// legacy_hash_id: a_vgi84r
import email from "../../email.app.mjs";

export default {
  key: "email-send-email-to-self",
  name: "Send Yourself an Email",
  description: "Customize and send an email to the email address you registered with Pipedream. The email will be sent by notifications@pipedream.com.",
  version: "0.4.4",
  type: "action",
  props: {
    email,
    subject: {
      type: "string",
    },
    text: {
      type: "string",
    },
    html: {
      type: "string",
      label: "HTML",
      optional: true,
    },
    // include_collaborators: {
    //   type: "boolean",
    //   optional: true,
    // },
  },
  async run({ $ }) {
    const options = {
      subject: this.subject,
      text: this.text,
    };
    if (this.html) {
      options.html = this.html;
    }
    // if (this.include_collaborators) {
    //   options.include_collaborators = this.include_collaborators;
    // }
    $.send.email(options);
    $.export("$summary", "Successfully sent email");
  },
};

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
EmailemailappThis component uses the Email app.
subjectsubjectstring
texttextstring
HTMLhtmlstring

Action Authentication

The Email API does not require authentication.

About Email

Trigger workflows on new emails, and send emails to yourself as part of a Pipedream workflow.

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