Update Expense Report with Zoho Expense API on New Task Completed from TickTick API

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New Task Completed from the TickTick 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 TickTick 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 New Task Completed trigger
1. Connect your TickTick account
2. Configure timer
3. Select a Project ID
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#

New Task Completed on TickTick

Description:Emit new event when a task is completed.

Version:0.0.1

Key:ticktick-new-task-completed

View on GitHub

TickTick Overview#

The TickTick API lets you tap into a robust task management framework from Pipedream. If you've ever wanted to streamline your to-do list or automate routine task management, this is your gateway. Use the API to create tasks, retrieve task details, update task status, and more. Automating your TickTick tasks can free up time, ensuring important items never slip through the cracks.

Trigger Code#

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

export default {
  ...common,
  key: "ticktick-new-task-completed",
  name: "New Task Completed",
  description: "Emit new event when a task is completed.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getPreviousTaskIds() {
      return this.db.get("previousTaskIds") || [];
    },
    _setPreviousTaskIds(previousTaskIds) {
      this.db.set("previousTaskIds", previousTaskIds);
    },
    getSummary(task) {
      return `New Task Completed ID: ${task.id}`;
    },
  },
  async run() {
    const tasks = await this.ticktick.listTasks({
      projectId: this.projectId,
    });
    const previousTaskIds = this._getPreviousTaskIds();
    const currentTaskIds = tasks.map(({ id }) => id);
    const completedTaskIds = tasks.filter(({ completedTime }) => completedTime).map(({ id }) => id);
    for (const id of previousTaskIds) {
      if (!currentTaskIds.includes(id)) {
        completedTaskIds.push(id);
      }
    }
    for (const id of completedTaskIds) {
      const task = await this.ticktick.getTask({
        projectId: this.projectId,
        taskId: id,
      });
      const meta = this.generateMeta(task);
      this.$emit(task, meta);
    }
    const activeTaskIds = tasks.filter(({ completedTime }) => !completedTime).map(({ id }) => id);
    this._setPreviousTaskIds(activeTaskIds);
  },
  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
TickTick	`ticktick`	`app`	This component uses the TickTick app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Project ID	`projectId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

tasks:writetasks:read

About TickTick#

TickTick is a simple and easy-to-use time management tool. It includes modules for Tasks, Calendar, Eisenhower Matrix, Pomodoro, and Habit Tracker.

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:0.0.2

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: "0.0.2",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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 New Task Completed from TickTick API

Pipedream makes it easy to connect APIs for Zoho Expense, TickTick and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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