Create Project with Zoho Projects API on New Contact from Agile CRM API

Pipedream makes it easy to connect APIs for Zoho Projects, Agile CRM and 2,400+ other apps remarkably fast.

Trigger workflow on

New Contact from the Agile CRM API

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Create Project with the Zoho Projects API

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Getting Started#

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

Select this integration
Configure the New Contact trigger
1. Connect your Agile CRM account
2. Configure timer
3. Optional- Configure Max API Requests per Execution
Configure the Create Project action
1. Connect your Zoho Projects account
2. Select a Portal ID
3. Configure Name
4. Optional- Configure Description
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 Contact on Agile CRM

Description:Emit new event when a new contact is created

Version:0.0.4

Key:agile_crm-new-contact

View on GitHub

Agile CRM Overview#

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Trigger Code#

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

export default {
  ...common,
  key: "agile_crm-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listContacts.bind(this);
    },
    generateMeta(contact) {
      const firstName = (contact.properties.find((prop) => prop.name === "first_name"))?.value || contact.id;
      const lastName = (contact.properties.find((prop) => prop.name === "last_name"))?.value || "";
      return {
        id: contact.id,
        summary: `${firstName} ${lastName}`,
        ts: contact.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
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Max API Requests per Execution	`maxRequests`	`integer`	The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

Trigger Authentication#

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

You may access the API Key from Admin Settings -> API & Analytics -> API Key.
Your username is the email address you use to log into Agile CRM.
If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM#

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action#

Create Project on Zoho Projects

Description:Creates a project. [See the docs here](https://www.zoho.com/projects/help/rest-api/projects-api.html#alink5)

Version:0.0.2

Key:zoho_projects-create-project

View on GitHub

Zoho Projects Overview#

The Zoho Projects API lets you harness the full potential of project management by enabling seamless integration with other tools and automating routine tasks. With it, you can create projects, manage tasks, track time, and customize your workflow. On Pipedream, you can leverage this API to build robust automations that connect Zoho Projects with a plethora of other apps, streamlining project tracking and collaboration workflows, all without writing a single line of code.

Action Code#

import zohoProjects from "../../zoho_projects.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "zoho_projects-create-project",
  name: "Create Project",
  description: "Creates a project. [See the docs here](https://www.zoho.com/projects/help/rest-api/projects-api.html#alink5)",
  type: "action",
  version: "0.0.2",
  props: {
    zohoProjects,
    portalId: {
      propDefinition: [
        zohoProjects,
        "portalId",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the project.",
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description of the project.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      portalId,
      name,
      description,
    } = this;

    const { projects } =
      await this.zohoProjects.createProject({
        $,
        headers: constants.MULTIPART_FORM_DATA_HEADERS,
        portalId,
        data: {
          name,
          description,
        },
      });

    const project = projects[0];

    $.export("$summary", `Successfully created a new project with ID ${project.id_string}`);

    return project;
  },
};

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 Projects	`zohoProjects`	`app`	This component uses the Zoho Projects app.
Portal ID	`portalId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Name of the project.
Description	`description`	`string`	Description of the project.

Action Authentication#

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

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

ZohoProjects.portals.allZohoProjects.projects.allZohoProjects.activities.createZohoProjects.status.readZohoProjects.milestones.allZohoProjects.tasklists.allZohoProjects.tasks.allZohoProjects.timesheets.allZohoProjects.bugs.allZohoProjects.tags.allZohoProjects.events.allZohoProjects.forums.allZohoProjects.users.allZohoProjects.documents.CREATEZohoPC.files.CREATEZohoProjects.search.readZohoProjects.documents.READWorkDrive.team.ALLWorkDrive.workspace.ALLWorkDrive.files.ALL

Create Project with Zoho Projects API on New Contact from Agile CRM API

Pipedream makes it easy to connect APIs for Zoho Projects, Agile CRM and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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