Create Item with Zoho Books API on Customer Changed (Instant) from Chargebee API

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Customer Changed (Instant) from the Chargebee API

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Create Item with the Zoho Books API

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Getting Started#

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

Select this integration
Configure the Customer Changed (Instant) trigger
1. Connect your Chargebee account
Configure the Create Item action
1. Connect your Zoho Books account
2. Configure Name
3. Configure Rate
4. Optional- Configure Description
5. Optional- Select a Tax Id
6. Optional- Configure Tax Percentage
7. Optional- Configure SKU
8. Optional- Select a Product Type
9. Optional- Configure HSN Or SAC
10. Optional- Configure Is Taxable
11. Optional- Configure Tax Exemption Id
12. Optional- Select a Account Id
13. Optional- Select a Item Type
14. Optional- Configure Purchase Description
15. Optional- Configure Purchase Rate
16. Optional- Configure Purchase Account Id
17. Optional- Configure Inventory Account Id
18. Optional- Configure Vendor Id
19. Optional- Configure Reorder Level
20. Optional- Configure Initial Stock
21. Optional- Configure Initial Stock Rate
22. Optional- Configure Item Tax Preferences
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#

Customer Changed (Instant) on Chargebee

Description:Emit new event when a customer is changed. [See the Documentation](https://apidocs.chargebee.com/docs/api/events#customer_changed). Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your [Chargebee Webhook settings](https://www.chargebee.com/docs/2.0/webhook_settings.html#configure-webhooks).

Version:0.0.3

Key:chargebee-customer-changed-instant

View on GitHub

Chargebee Overview#

The Chargebee API provides a suite of powerful endpoints that facilitate automation around subscription billing, invoicing, and customer management. By leveraging this API on Pipedream, you can build complex, event-driven workflows that react to subscription changes, automate billing operations, sync customer data across platforms, and trigger personalized communication, all without managing servers.

Trigger Code#

import common from "../common/webhook.mjs"; import events from "../common/events.mjs"; import constants from "../../common/constants.mjs"; export default { ...common, key: "chargebee-customer-changed-instant", name: "Customer Changed (Instant)", description: "Emit new event when a customer is changed. [See the Documentation](https://apidocs.chargebee.com/docs/api/events#customer_changed). Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your [Chargebee Webhook settings](https://www.chargebee.com/docs/2.0/webhook_settings.html#configure-webhooks).", type: "source", version: "0.0.3", dedupe: "unique", methods: { ...common.methods, getEventTypes() { return [ events.CUSTOMER_CHANGED, ]; }, async getResources() { const { list } = await this.app.getCustomers({ "limit": constants.MAX_LIMIT, "sort_by[desc]": "updated_at", }); return list; }, generateMeta(event) { const { customer } = event.content ?? event; const id = `${customer.id}-${customer.updated_at}`; return { id, summary: `Customer Change: ${customer.id}`, ts: customer.updated_at, }; }, }, };

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
Chargebee	`app`	`app`	This component uses the Chargebee app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

Chargebee uses API keys for authentication. When you connect your Chargebee account, Pipedream securely stores the keys so you can easily authenticate to Chargebee APIs in both code and no-code steps.

About Chargebee#

Automated Subscription Billing Software

Action#

Create Item on Zoho Books

Description:Creates a new item. [See the documentation](https://www.zoho.com/books/api/v3/items/#create-an-item)

Version:0.3.1

Key:zoho_books-create-item

View on GitHub

Zoho Books Overview#

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Action Code#

// legacy_hash_id: a_Xzi1qo import { ITEM_TYPE_OPTIONS, PRODUCT_TYPE_OPTIONS, } from "../../common/constants.mjs"; import { parseObject } from "../../common/utils.mjs"; import zohoBooks from "../../zoho_books.app.mjs"; export default { key: "zoho_books-create-item", name: "Create Item", description: "Creates a new item. [See the documentation](https://www.zoho.com/books/api/v3/items/#create-an-item)", version: "0.3.1", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { zohoBooks, name: { type: "string", label: "Name", description: "Name of the item. Max-length [100]", }, rate: { type: "string", label: "Rate", description: "Price of the item.", }, description: { type: "string", label: "Description", description: "Description for the item. Max-length [2000]", optional: true, }, taxId: { propDefinition: [ zohoBooks, "taxId", ], description: "ID of the tax to be associated to the item.", optional: true, }, taxPercentage: { type: "string", label: "Tax Percentage", description: "Percent of the tax.", optional: true, }, sku: { type: "string", label: "SKU", description: "SKU value of item,should be unique throughout the product", optional: true, }, productType: { type: "string", label: "Product Type", description: "Specify the type of an item.", optional: true, options: PRODUCT_TYPE_OPTIONS, }, hsnOrSac: { type: "string", label: "HSN Or SAC", description: "HSN Code.", optional: true, }, isTaxable: { type: "boolean", label: "Is Taxable", description: "Boolean to track the taxability of the item.", optional: true, }, taxExemptionId: { type: "string", label: "Tax Exemption Id", description: "ID of the tax exemption. Mandatory, if is_taxable is false.", optional: true, }, accountId: { propDefinition: [ zohoBooks, "accountId", ], description: "ID of the account to which the item has to be associated with.", optional: true, }, itemType: { type: "string", label: "Item Type", description: "Type of the item. Default value will be sales.", optional: true, options: ITEM_TYPE_OPTIONS, }, purchaseDescription: { type: "string", label: "Purchase Description", description: "Purchase description for the item.", optional: true, }, purchaseRate: { type: "string", label: "Purchase Rate", description: "Purchase price of the item.", optional: true, }, purchaseAccountId: { type: "string", label: "Purchase Account Id", description: "ID of the COGS account to which the item has to be associated with. Mandatory, if item_type is purchase / sales and purchase / inventory.", optional: true, }, inventoryAccountId: { type: "string", label: "Inventory Account Id", description: "ID of the stock account to which the item has to be associated with. Mandatory, if item_type is inventory.", optional: true, }, vendorId: { type: "string", label: "Vendor Id", description: "Preferred vendor ID.", optional: true, }, reorderLevel: { type: "string", label: "Reorder Level", description: "Reorder level of the item.", optional: true, }, initialStock: { type: "string", label: "Initial Stock", description: "Opening stock of the item.", optional: true, }, initialStockRate: { type: "string", label: "Initial Stock Rate", description: "Unit price of the opening stock.", optional: true, }, itemTaxPreferences: { type: "string[]", label: "Item Tax Preferences", description: "A list of item tax objects. **Format: {\"tax_id\":\"12312312031200\",\"tax_specification\":\"intra\"}**", optional: true, }, }, async run({ $ }) { const response = await this.zohoBooks.createItem({ $, data: { name: this.name, rate: this.rate && parseFloat(this.rate), description: this.description, tax_id: this.taxId, tax_percentage: this.taxPercentage, sku: this.sku, product_type: this.productType, hsn_or_sac: this.hsnOrSac, is_taxable: this.isTaxable, tax_exemption_id: this.taxExemptionId, account_id: this.accountId, item_type: this.itemType, purchase_description: this.purchaseDescription, purchase_rate: this.purchaseRate, purchase_account_id: this.purchaseAccountId, inventory_account_id: this.inventoryAccountId, vendor_id: this.vendorId, reorder_level: this.reorderLevel, initial_stock: this.initialStock, initial_stock_rate: this.initialStockRate, item_tax_preferences: parseObject(this.itemTaxPreferences), }, }); $.export("$summary", `Item successfully created with Id: ${response.item.item_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 Books	`zohoBooks`	`app`	This component uses the Zoho Books app.
Name	`name`	`string`	Name of the item. Max-length [100]
Rate	`rate`	`string`	Price of the item.
Description	`description`	`string`	Description for the item. Max-length [2000]
Tax Id	`taxId`	`string`	Select a value from the drop down menu.
Tax Percentage	`taxPercentage`	`string`	Percent of the tax.
SKU	`sku`	`string`	SKU value of item,should be unique throughout the product
Product Type	`productType`	`string`	Select a value from the drop down menu:`goodsservicedigital_service`
HSN Or SAC	`hsnOrSac`	`string`	HSN Code.
Is Taxable	`isTaxable`	`boolean`	Boolean to track the taxability of the item.
Tax Exemption Id	`taxExemptionId`	`string`	ID of the tax exemption. Mandatory, if is_taxable is false.
Account Id	`accountId`	`string`	Select a value from the drop down menu.
Item Type	`itemType`	`string`	Select a value from the drop down menu:`salespurchasessales_and_purchasesinventory`
Purchase Description	`purchaseDescription`	`string`	Purchase description for the item.
Purchase Rate	`purchaseRate`	`string`	Purchase price of the item.
Purchase Account Id	`purchaseAccountId`	`string`	ID of the COGS account to which the item has to be associated with. Mandatory, if item_type is purchase / sales and purchase / inventory.
Inventory Account Id	`inventoryAccountId`	`string`	ID of the stock account to which the item has to be associated with. Mandatory, if item_type is inventory.
Vendor Id	`vendorId`	`string`	Preferred vendor ID.
Reorder Level	`reorderLevel`	`string`	Reorder level of the item.
Initial Stock	`initialStock`	`string`	Opening stock of the item.
Initial Stock Rate	`initialStockRate`	`string`	Unit price of the opening stock.
Item Tax Preferences	`itemTaxPreferences`	`string[]`	A list of item tax objects. Format: {"tax_id":"12312312031200","tax_specification":"intra"}

Action Authentication#

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

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

ZohoBooks.fullaccess.all

Create Item with Zoho Books API on Customer Changed (Instant) from Chargebee API

Pipedream makes it easy to connect APIs for Zoho Books, Chargebee and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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