Update Record with Zoho People API on New Invoice Created from Zoho Invoice API

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New Invoice Created from the Zoho Invoice API

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Update Record with the Zoho People API

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Getting Started#

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

Select this integration
Configure the New Invoice Created trigger
1. Connect your Zoho Invoice account
2. Configure Polling schedule
Configure the Update Record action
1. Connect your Zoho People account
2. Select a Form
3. Select a Record
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 Invoice Created on Zoho Invoice

Description:Triggers when a new invoice is created in Zoho Invoice. [See the documentation](https://www.zoho.com/invoice/api/v3/invoices/#list-invoices).

Version:0.0.1

Key:zoho_invoice-new-invoice-created

View on GitHub

Zoho Invoice Overview#

The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_invoice-new-invoice-created",
  name: "New Invoice Created",
  description: "Triggers when a new invoice is created in Zoho Invoice. [See the documentation](https://www.zoho.com/invoice/api/v3/invoices/#list-invoices).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "invoices";
    },
    getResourceFn() {
      return this.app.listInvoices;
    },
    generateMeta(resource) {
      return {
        id: resource.invoice_id,
        summary: `New Invoice: ${resource.invoice_id}`,
        ts: Date.parse(resource.created_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
Zoho Invoice	`app`	`app`	This component uses the Zoho Invoice 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 Invoice uses OAuth authentication. When you connect your Zoho Invoice account, Pipedream will open a popup window where you can sign into Zoho Invoice 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 Invoice API.

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

ZohoInvoice.settings.READZohoInvoice.invoices.CREATEZohoInvoice.invoices.READZohoInvoice.estimates.CREATEZohoInvoice.estimates.READZohoInvoice.contacts.READZohoInvoice.contacts.Create

About Zoho Invoice#

Zoho Invoice is an online invoicing software designed to help freelancers and small businesses with invoicing and payment collection.

Action#

Update Record on Zoho People

Description:Update a record to a Zoho People module. [See the documentation](https://www.zoho.com/people/api/update-records.html)

Version:0.0.1

Key:zoho_people-update-record

View on GitHub

Zoho People Overview#

The Zoho People API lets you interface with Zoho People, a human resource management platform. With this API on Pipedream, you can automate HR processes, sync employee data across systems, manage leave records, and more. Use Pipedream's no-code platform to integrate Zoho People with hundreds of other apps for custom workflows that fit your business needs.

Action Code#

import app from "../../zoho_people.app.mjs";
import {
  convertEmptyToNull, getAdditionalProps, normalizeErrorMessage,
} from "../common/add-update-record-common.mjs";

export default {
  type: "action",
  key: "zoho_people-update-record",
  name: "Update Record",
  version: "0.0.1",
  description: "Update a record to a Zoho People module. [See the documentation](https://www.zoho.com/people/api/update-records.html)",
  props: {
    app,
    form: {
      propDefinition: [
        app,
        "form",
      ],
    },
    record: {
      propDefinition: [
        app,
        "record",
        (c) => ({
          form: c.form,
        }),
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    if (!this.form) {
      return;
    }
    const formProps = await this.app.listFieldsOfForm(this.form);
    return getAdditionalProps(formProps, true);
  },
  async run({ $ }) {
    const {
      app,
      form,
      record,
      ...data
    } = this;
    const res = await app.updateRecord(form, record, convertEmptyToNull(data));
    if (res.response.errors) {
      throw new Error(`Zoho People error response: ${normalizeErrorMessage(res.response.errors)}`);
    }
    $.export("summary", `Record successfully updated with id ${record}`);
    return res;
  },
};

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 People	`app`	`app`	This component uses the Zoho People app.
Form	`form`	`string`	Select a value from the drop down menu.
Record	`record`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

ZOHOPEOPLE.automation.allZOHOPEOPLE.employee.allZOHOPEOPLE.performance.allZOHOPEOPLE.attendance.allZOHOPEOPLE.timetracker.allZOHOPEOPLE.forms.allZOHOPEOPLE.leave.allZOHOPEOPLE.assessment.allZOHOPEOPLE.training.allZOHOPEOPLE.announcement.allZOHOPEOPLE.feeds.allZOHOPEOPLE.dashboard.allZOHOPEOPLE.files.allZOHOPEOPLE.onboarding.allZOHOPEOPLE.integration.all

About Zoho People#

Zoho People is a cloud-based HR software crafted to nurture employees, quickly adapt to changes, and make HR management agile and effective.

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