Advanced Usage

1{
2  "name": "Professional Invoice",
3  "version": "2.0.0",
4  "layout": {
5    "header": {
6      "logo_position": "left",
7      "show_company_address": true,
8      "accent_color": "#8B5CF6"
9    },
10    "body": {
11      "columns": ["description", "quantity", "unit_price", "total"],
12      "show_tax_breakdown": true,
13      "show_discounts": true
14    },
15    "footer": {
16      "payment_instructions": true,
17      "bank_details": true,
18      "terms_and_conditions": true
19    }
20  },
21  "numbering": {
22    "prefix": "INV-",
23    "start": 1001,
24    "padding": 5
25  }
26}

1name: invoice-payment-reminder
2trigger:
3  event: invoice.overdue
4  delay: 3d
5 
6steps:
7  - name: Send Reminder Email
8    action: email.send
9    template: payment_reminder
10    to: "{{ invoice.customer.email }}"
11 
12  - name: Update Invoice Status
13    action: invoice.update
14    data:
15      reminder_sent: true
16      reminder_date: "{{ now }}"
17 
18  - name: Notify Account Manager
19    action: notification.send
20    channel: slack
21    message: "Invoice {{ invoice.number }} is overdue by {{ invoice.days_overdue }} days"
22 
23  - name: Escalate if Needed
24    condition: "{{ invoice.days_overdue > 30 }}"
25    action: task.create
26    assignee: "{{ invoice.account_manager }}"
27    title: "Escalate overdue invoice {{ invoice.number }}"

1import express from 'express';
2import crypto from 'crypto';
3 
4const app = express();
5 
6// Verify Umbra ERP webhook signature
7function verifySignature(payload: string, signature: string, secret: string) {
8  const expected = crypto
9    .createHmac('sha256', secret)
10    .update(payload)
11    .digest('hex');
12  return crypto.timingSafeEqual(
13    Buffer.from(signature),
14    Buffer.from(expected)
15  );
16}
17 
18app.post('/webhooks/umbra', express.raw({ type: 'application/json' }), (req, res) => {
19  const signature = req.headers['x-umbra-signature'] as string;
20  const payload = req.body.toString();
21 
22  if (!verifySignature(payload, signature, process.env.WEBHOOK_SECRET!)) {
23    return res.status(401).json({ error: 'Invalid signature' });
24  }
25 
26  const event = JSON.parse(payload);
27 
28  switch (event.type) {
29    case 'invoice.paid':
30      console.log('Invoice paid:', event.data.invoice_id);
31      // Update your accounting system
32      break;
33    case 'inventory.low_stock':
34      console.log('Low stock alert:', event.data.product_id);
35      // Trigger reorder workflow
36      break;
37    case 'employee.leave_request':
38      console.log('Leave request:', event.data.employee_id);
39      // Notify manager
40      break;
41  }
42 
43  res.json({ received: true });
44});
45 
46app.listen(3000);

1# List all companies in your account
2umbra companies list
3 
4# Switch active company context
5umbra companies switch --id comp_xyz789
6 
7# Generate consolidated report across all companies
8umbra reports consolidated --type profit-loss --period 2026-Q1
9 
10# Set up inter-company invoice
11umbra invoices create --from comp_abc --to comp_xyz --amount 5000

1# Import customers from CSV
2umbra import customers --file customers.csv --mapping name,email,phone,company
3 
4# Import products from another ERP
5umbra import products --file products.xlsx --format xlsx
6 
7# Export all invoices for a period
8umbra export invoices --from 2026-01-01 --to 2026-03-31 --format csv
9 
10# Full data export (GDPR compliance)
11umbra export all --format json --encrypt