Update Page with Notion API on New or updated contact from Xero Accounting API

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Trigger workflow on

New or updated contact from the Xero Accounting API

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Update Page with the Notion API

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Getting Started#

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

Select this integration
Configure the New or updated contact trigger
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Configure Polling interval
Configure the Update Page action
1. Connect your Notion account
2. Select a Parent Database ID
3. Select a Page ID
4. Optional- Configure Archive page
5. Optional- Select one or more Meta Types
6. Optional- Select one or more Property Types
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 or updated contact on Xero Accounting

Description:Emit new notifications when you create a new or update existing contact

Version:0.0.3

Key:xero_accounting_api-new-updated-contact

View on GitHub

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-contact",
  name: "New or updated contact",
  description: "Emit new notifications when you create a new or update existing contact",
  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 contacts = (
      await this.xeroAccountingApi.getContact(
        null,
        this.tenantId,
        null,
        lastDateChecked,
      )
    )?.Contacts;
    contacts && contacts.reverse().forEach((contact) => {
      const formattedDate = formatJsonDate(contact.UpdatedDateUTC);
      this.xeroAccountingApi.setLastDateChecked(this.db, formattedDate);
      this.$emit(contact,
        {
          id: `${contact.ContactID}D${formattedDate || ""}`,
          summary: contact.Name,
        });
    });
  },
};

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
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Xero accounting API on this schedule
N/A	`db`	`$.service.db`	This 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#

Update Page on Notion

Description:Updates page property values for the specified page. Properties that are not set will remain unchanged. To append page content, use the *append block* action. [See the docs](https://developers.notion.com/reference/patch-page)

Version:1.1.1

Key:notion-update-page

View on GitHub

Notion Overview#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Action Code#

import notion from "../../notion.app.mjs";
import base from "../common/base-page-builder.mjs";
import pick from "lodash-es/pick.js";

export default {
  ...base,
  key: "notion-update-page",
  name: "Update Page",
  description: "Updates page property values for the specified page. Properties that are not set will remain unchanged. To append page content, use the *append block* action. [See the docs](https://developers.notion.com/reference/patch-page)",
  version: "1.1.1",
  type: "action",
  props: {
    notion,
    parent: {
      propDefinition: [
        notion,
        "databaseId",
      ],
      label: "Parent Database ID",
      description: "The identifier for a Notion parent database",
      reloadProps: true,
    },
    pageId: {
      propDefinition: [
        notion,
        "pageIdInDatabase",
        (c) => ({
          databaseId: c.parent,
        }),
      ],
    },
    archived: {
      propDefinition: [
        notion,
        "archived",
      ],
    },
    metaTypes: {
      propDefinition: [
        notion,
        "metaTypes",
      ],
    },
    propertyTypes: {
      propDefinition: [
        notion,
        "propertyTypes",
        (c) => ({
          parentId: c.parent,
          parentType: "database",
        }),
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const { properties } = await this.notion.retrieveDatabase(this.parent);
    const selectedProperties = pick(properties, this.propertyTypes);

    return this.buildAdditionalProps({
      properties: selectedProperties,
      meta: this.metaTypes,
    });
  },
  methods: {
    ...base.methods,
    /**
     * Builds a page for a update operation
     * @param page - the parent page
     * @returns the constructed page in Notion format
     */
    buildPage(page) {
      const meta = this.buildDatabaseMeta(page);
      const properties = this.buildPageProperties(page.properties);
      return {
        ...meta,
        properties,
      };
    },
  },
  async run({ $ }) {
    try {
      const currentPage = await this.notion.retrievePage(this.pageId);
      const page = this.buildPage(currentPage);
      const response = await this.notion.updatePage(this.pageId, page);
      $.export("$summary", "Updated page successfully");
      return response;
    } catch (error) {
      throw new Error(error.body);
    }
  },
};

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
Notion	`notion`	`app`	This component uses the Notion app.
Parent Database ID	`parent`	`string`	Select a value from the drop down menu.
Page ID	`pageId`	`string`	Select a value from the drop down menu.
Archive page	`archived`	`boolean`	Set to true to archive (delete) a page. Set to false to un-archive(restore) a page.
Meta Types	`metaTypes`	`string[]`	Select a value from the drop down menu:`iconcover`
Property Types	`propertyTypes`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

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

About Notion#

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

More Ways to Connect Notion + Xero Accounting#

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Pipedream makes it easy to connect APIs for Notion, Xero Accounting 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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