List Fields with Zoho CRM API on Customer Card Expired (Instant) from Chargebee API

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Customer Card Expired (Instant) from the Chargebee API

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List Fields with the Zoho CRM API

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Getting Started#

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

Select this integration
Configure the Customer Card Expired (Instant) trigger
1. Connect your Chargebee account
Configure the List Fields action
1. Connect your Zoho CRM account
2. Select a Module
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 Card Expired (Instant) on Chargebee

Description:Emit new event when a customer card has expired. [See the Documentation](https://apidocs.chargebee.com/docs/api/events#card_expired). 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-card-expired-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-card-expired-instant",
  name: "Customer Card Expired (Instant)",
  description: "Emit new event when a customer card has expired. [See the Documentation](https://apidocs.chargebee.com/docs/api/events#card_expired). 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.CARD_EXPIRED,
      ];
    },
    async getResources() {
      const { list } = await this.app.getPaymentSources({
        "limit": constants.MAX_LIMIT,
        "sort_by[desc]": "updated_at",
        "status[is]": "expired",
      });
      return list;
    },
    generateMeta(event) {
      const { payment_source } = event.content ?? event;
      const id = `${payment_source.id}-${payment_source.updated_at}`;
      return {
        id,
        summary: `Card Expired: ${payment_source.id}`,
        ts: payment_source.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.

The API key could be got from Your API Keys page under integration tab in the web client console.
You sub_url is here https://[sub_url].chargebee.com/

About Chargebee#

Automated Subscription Billing Software

Action#

List Fields on Zoho CRM

Description:Gets the field metadata for the specified module

Version:0.2.1

Key:zoho_crm-list-fields

View on GitHub

Zoho CRM Overview#

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.

Action Code#

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-list-fields",
  name: "List Fields",
  description: "Gets the field metadata for the specified module",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.listFields(this.module, $);
    $.export("$summary", "Successfully fetched fields for module");
    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 CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`module`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ

List Fields with Zoho CRM API on Customer Card Expired (Instant) from Chargebee API

Pipedream makes it easy to connect APIs for Zoho CRM, Chargebee 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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