Create business-critical documents like invoices, contracts, sales proposals, and work orders automatically.
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Emits an event each time a new contact is created or updated in Zoho CRM
Converts a Lead into a Contact or an Account. See the documentation
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.
import fs from "fs";
import axios from "axios";
import {
ServicePrincipalCredentials,
PDFServices,
MimeType,
DocumentMergeParams,
OutputFormat,
DocumentMergeJob,
DocumentMergeResult
} from "@adobe/pdfservices-node-sdk";
export default defineComponent({
props: {
adobe_document_generation_api: {
type: "app",
app: "adobe_document_generation_api",
}
},
async run({steps, $}) {
// Configuration constants
const PDF_SERVICES_CLIENT_ID = this.adobe_document_generation_api.$auth.client_id;
const PDF_SERVICES_CLIENT_SECRET = this.adobe_document_generation_api.$auth.client_secret;
try {
// Initial setup, create credentials instance
const credentials = new ServicePrincipalCredentials({
clientId: PDF_SERVICES_CLIENT_ID,
clientSecret: PDF_SERVICES_CLIENT_SECRET
});
// Creates a PDF Services instance
const pdfServices = new PDFServices({ credentials });
// Creates an asset(s) from source file(s) and upload
const response = await axios.get("https://developer.adobe.com/document-services/docs/receiptTemplate.docx", { responseType: 'stream' });
const readStream = response.data;
const inputAsset = await pdfServices.upload({
readStream,
mimeType: MimeType.DOCX
});
// Setup input data for the document merge process
const jsonDataForMerge = {
"author": "Gary Lee",
"Company": {
"Name": "Projected",
"Address": "19718 Mandrake Way",
"PhoneNumber": "+1-100000098"
},
"Invoice": {
"Date": "January 15, 2021",
"Number": 123,
"Items": [
{
"item": "Gloves",
"description": "Microwave gloves",
"UnitPrice": 5,
"Quantity": 2,
"Total": 10
},
{
"item": "Bowls",
"description": "Microwave bowls",
"UnitPrice": 10,
"Quantity": 2,
"Total": 20
}
]
},
"Customer": {
"Name": "Collins Candy",
"Address": "315 Dunning Way",
"PhoneNumber": "+1-200000046",
"Email": "cc@abcdef.co.dw"
},
"Tax": 5,
"Shipping": 5,
"clause": {
"overseas": "The shipment might take 5-10 more than informed."
},
"paymentMethod": "Cash"
};
// Create parameters for the job
const params = new DocumentMergeParams({
jsonDataForMerge,
outputFormat: OutputFormat.PDF
});
// Creates a new job instance
const job = new DocumentMergeJob({ inputAsset, params });
// Submit the job and get the job result
const pollingURL = await pdfServices.submit({ job });
const pdfServicesResponse = await pdfServices.getJobResult({
pollingURL,
resultType: DocumentMergeResult
});
// Get content from the resulting asset(s)
const resultAsset = pdfServicesResponse.result.asset;
const streamAsset = await pdfServices.getContent({ asset: resultAsset });
// Creates a write stream and copy stream asset's content to it
const outputFilePath = "/tmp/generatePDFOutput.pdf";
console.log(`Saving asset at ${outputFilePath}`);
return new Promise((resolve, reject) => {
const writeStream = fs.createWriteStream(outputFilePath);
streamAsset.readStream.pipe(writeStream);
writeStream.on('finish', () => resolve(outputFilePath));
writeStream.on('error', reject);
});
} catch(err) {
console.error('Error generating PDF:', err);
throw err;
}
},
})
The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_crm: {
type: "app",
app: "zoho_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
},
})
},
})