Send Message with Slack API on Expense Report Submitted from Zoho Expense API

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Trigger workflow on

Expense Report Submitted from the Zoho Expense API

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Send Message with the Slack API

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Getting Started#

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

Select this integration
Configure the Expense Report Submitted trigger
1. Connect your Zoho Expense account
2. Configure Polling schedule
Configure the Send Message action
1. Connect your Slack account
2. Select a Channel Type
3. Select a Channel ID
4. Configure Text
5. Optional- Configure Send text as Slack mrkdwn
6. Optional- Configure Send as User
7. Optional- Configure Bot Username
8. Optional- Select a Icon (emoji)
9. Optional- Configure Icon (image URL)
10. Optional- Configure Schedule message
11. Optional- Configure Include link to workflow
12. Optional- Configure Metadata Event Type
13. Optional- Configure Metadata Event Payload
14. Optional- Configure Unfurl Links
15. Optional- Configure Unfurl Media
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#

Expense Report Submitted on Zoho Expense

Description:Activate when an expense report submission takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).

Version:0.0.1

Key:zoho_expense-expense-report-submitted

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.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_expense-expense-report-submitted",
  name: "Expense Report Submitted",
  description: "Activate when an expense report submission takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "expense_reports";
    },
    getResourceFn() {
      return this.app.listExpenseReports;
    },
    getResourceFnArgs() {
      return {
        params: {
          filter_by: "Type.Approval,Status.Submitted",
        },
      };
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.last_modified_time);
      return {
        id: `${resource.report_id}-${ts}`,
        summary: `Expense Report Submitted: ${resource.report_name}`,
        ts,
      };
    },
  },
};

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 Expense	`app`	`app`	This component uses the Zoho Expense app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger 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

About Zoho Expense#

Zoho Expense enables you to make online travel bookings and manage offline travel as well.

Action#

Send Message on Slack

Description:Send a message to a user, group, private channel or public channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)

Version:0.0.11

Key:slack-send-message

View on GitHub

Slack Overview#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Action Code#

import common from "../common/send-message.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "slack-send-message",
  name: "Send Message",
  description: "Send a message to a user, group, private channel or public channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)",
  version: "0.0.11",
  type: "action",
  props: {
    slack: common.props.slack,
    channelType: {
      type: "string",
      label: "Channel Type",
      description: "The type of channel to send to. User/Direct Message (im), Group (mpim), Private Channel or Public Channel",
      options: Object.values(constants.CHANNEL_TYPE),
    },
    conversation: {
      propDefinition: [
        common.props.slack,
        "channelId",
        (c) => ({
          types: [
            c.channelType,
          ],
        }),
      ],
    },
    text: {
      propDefinition: [
        common.props.slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        common.props.slack,
        "mrkdwn",
      ],
    },
    ...common.props,
  },
};

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
Slack	`slack`	`app`	This component uses the Slack app.
Channel Type	`channelType`	`string`	Select a value from the drop down menu:`public_channelprivate_channelmpimim`
Channel ID	`conversation`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	Text of the message to send (see Slack's formatting docs). This field is usually necessary, unless you're providing only attachments instead.
Send text as Slack mrkdwn	`mrkdwn`	`boolean`	`TRUE` by default. Pass `FALSE` to disable Slack markup parsing. See docs here
Send as User	`as_user`	`boolean`	Optionally pass `TRUE` to post the message as the authenticated user, instead of as a bot. Defaults to `FALSE`.
Bot Username	`username`	`string`	Optionally customize your bot's user name (default is `Pipedream`). Must be used in conjunction with `as_user` set to false, otherwise ignored.
Icon (emoji)	`icon_emoji`	`string`	Select a value from the drop down menu.
Icon (image URL)	`icon_url`	`string`	Optionally provide an image URL to use as the icon for this message. Must be used in conjunction with `as_user` set to `false`, otherwise ignored.
Schedule message	`post_at`	`string`	Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime should be in ISO 8601 format. (Example: `2014-01-01T00:00:00Z`)
Include link to workflow	`include_sent_via_pipedream_flag`	`boolean`	Defaults to `true`, includes a link to the workflow at the end of your Slack message.
Metadata Event Type	`metadata_event_type`	`string`	The name of the metadata event
Metadata Event Payload	`metadata_event_payload`	`string`	The payload of the metadata event. Must be a JSON string e.g. `{"key": "value"}`
Unfurl Links	`unfurl_links`	`boolean`	`TRUE` by default. Pass `FALSE` to disable unfurling of links.
Unfurl Media	`unfurl_media`	`boolean`	`TRUE` by default. Pass `FALSE` to disable unfurling of media content.

Action Authentication#

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack#

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

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Send Message with Slack API on Expense Report Submitted from Zoho Expense API

Pipedream makes it easy to connect APIs for Slack, Zoho Expense and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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