Update Expense Report with Zoho Expense API on Meeting Created (Instant) from Zoom API

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Meeting Created (Instant) from the Zoom API

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Update Expense Report with the Zoho Expense API

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Getting Started#

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

Select this integration
Configure the Meeting Created (Instant) trigger
1. Connect your Zoom account
2. Configure apphook
Configure the Update Expense Report action
1. Connect your Zoho Expense account
2. Select a Organization ID
3. Select a Expense Report ID
4. Optional- Configure Report Name
5. Optional- Configure Start Date
6. Optional- Configure End Date
7. Configure How Many Expenses
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#

Meeting Created (Instant) on Zoom

Description:Emit new event each time a meeting is created where you're the host

Version:0.1.3

Key:zoom-meeting-created

View on GitHub

Zoom Overview#

The Zoom API lets you tap into a rich set of functionalities to enhance the video conferencing experience within your own app or workflow. With the Zoom API on Pipedream, you can automatically create meetings, manage users, send meeting notifications, and more, orchestrating these actions within a broader automation. This allows for seamless integration with other services, enabling both data collection and action triggers based on Zoom events.

Pipedream workflows allow you to run any Node.js code that connects to the Zoom API. Just create a new workflow, then add prebuilt Zoom actions (create a meeting, send a chat message, etc.) or write your own code. These workflows can be triggered by HTTP requests, timers, email, or on any app-based event (new tweets, a Github PR, Zoom events, etc).

Trigger Code#

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

export default {
  ...common,
  key: "zoom-meeting-created",
  name: "Meeting Created (Instant)",
  description: "Emit new event each time a meeting is created where you're the host",
  version: "0.1.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    apphook: {
      type: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_BY_ME,
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_FOR_ME,
        ];
      },
    },
  },
  hooks: {
    async deploy() {
      const { meetings } = await this.app.listMeetings({
        params: {
          page_size: 25,
        },
      });
      if (!meetings || meetings.length === 0) {
        return;
      }
      const objects = this.sortByDate(meetings, "created_at");
      for (const object of objects) {
        this.emitEvent({
          object,
        }, object);
      }
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: "meeting.created",
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} created`,
        ts: +new Date(object.start_time),
      };
    },
  },
};

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
Zoom	`app`	`app`	This component uses the Zoom app.
	`apphook`	`$.interface.apphook`

Trigger Authentication#

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

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

About Zoom#

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.

Action#

Update Expense Report on Zoho Expense

Description:Alter details in an existing expense report. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#update-an-expense-report).

Version:0.0.1

Key:zoho_expense-update-expense-report

View on GitHub

Zoho Expense Overview#

The Zoho Expense API allows for streamlined management of expense reporting and tracking. With Pipedream, you can automate various tasks like submitting expenses, approving reports, or syncing expense data with other accounting tools. Pipedream's serverless platform enables you to create workflows that react to new expense submissions, scheduled report generation, and much more, without the hassle of managing infrastructure.

Action Code#

import app from "../../zoho_expense.app.mjs";

export default {
  key: "zoho_expense-update-expense-report",
  name: "Update Expense Report",
  description: "Alter details in an existing expense report. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#update-an-expense-report).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    organizationId: {
      propDefinition: [
        app,
        "organizationId",
      ],
    },
    expenseReportId: {
      propDefinition: [
        app,
        "expenseReportId",
      ],
    },
    reportName: {
      type: "string",
      label: "Report Name",
      description: "The name of the report",
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "The start date of the report. Eg: `2019-12-01`",
      optional: true,
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "The end date of the report. Eg: `2019-12-31`",
      optional: true,
    },
    numberOfExpenses: {
      type: "integer",
      label: "How Many Expenses",
      description: "The number of expenses to update in the report",
      default: 1,
      reloadProps: true,
    },
  },
  methods: {
    getExpenseReport({
      expenseReportId, ...args
    } = {}) {
      return this.app.makeRequest({
        path: `/expensereports/${expenseReportId}`,
        ...args,
      });
    },
    updateExpenseReport({
      expenseReportId, ...args
    } = {}) {
      return this.app.put({
        path: `/expensereports/${expenseReportId}`,
        ...args,
      });
    },
    getExpenses() {
      return Array.from({
        length: this.numberOfExpenses,
      }).reduce((reduction, _, index) => {
        const expenseKey = `expense${index + 1}`;
        const {
          [`${expenseKey}_expenseId`]: expenseId,
          [`${expenseKey}_order`]: order,
        } = this;
        return [
          ...reduction,
          {
            expense_id: expenseId,
            order,
          },
        ];
      }, []);
    },
  },
  async additionalProps() {
    const {
      organizationId,
      expenseReportId,
      numberOfExpenses,
    } = this;

    if (!numberOfExpenses) {
      return {};
    }

    const headers = {
      organizationId,
    };

    const { expense_report: report } = await this.getExpenseReport({
      expenseReportId,
      headers,
    });

    const { expenses } = await this.app.listExpenses({
      headers,
    });

    const expenseOptions = report.expenses
      .concat(expenses)
      .map(({
        expense_id: value, description, category_name: name,
      }) => ({
        label: `${description || name || value}`,
        value,
      }));

    return Array.from({
      length: this.numberOfExpenses,
    }).reduce((reduction, _, index) => {
      const expenseIndex = index + 1;
      const expenseKey = `expense${expenseIndex}`;
      return {
        ...reduction,
        [`${expenseKey}_expenseId`]: {
          type: "string",
          label: `Expense ${expenseIndex} - Expense ID`,
          description: "The ID of the expense",
          options: expenseOptions,
        },
        [`${expenseKey}_order`]: {
          type: "integer",
          label: `Expense ${expenseIndex} - Order`,
          description: "The order of the expense in the report.",
        },
      };
    }, {});
  },
  async run({ $: step }) {
    const {
      organizationId,
      expenseReportId,
      reportName,
      startDate,
      endDate,
    } = this;

    const response = await this.updateExpenseReport({
      step,
      expenseReportId,
      headers: {
        organizationId,
      },
      data: {
        report_name: reportName,
        start_date: startDate,
        end_date: endDate,
        expenses: this.getExpenses(),
      },
    });

    step.export("$summary", `Successfully updated expense report with ID ${response.expense_report.report_id}`);

    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
Zoho Expense	`app`	`app`	This component uses the Zoho Expense app.
Organization ID	`organizationId`	`string`	Select a value from the drop down menu.
Expense Report ID	`expenseReportId`	`string`	Select a value from the drop down menu.
Report Name	`reportName`	`string`	The name of the report
Start Date	`startDate`	`string`	The start date of the report. Eg: `2019-12-01`
End Date	`endDate`	`string`	The end date of the report. Eg: `2019-12-31`
How Many Expenses	`numberOfExpenses`	`integer`	The number of expenses to update in the report

Action Authentication#

Zoho Expense uses OAuth authentication. When you connect your Zoho Expense account, Pipedream will open a popup window where you can sign into Zoho Expense 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 Expense API.

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

ZohoExpense.orgsettings.READZohoExpense.fullaccess.ALL

Update Expense Report with Zoho Expense API on Meeting Created (Instant) from Zoom API

Pipedream makes it easy to connect APIs for Zoho Expense, Zoom and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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