List Fields with Zoho CRM API on New Account Created from Exact API

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

Trigger workflow on

New Account Created from the Exact API

Next, do this

List Fields with the Zoho CRM API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Exact 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 New Account Created trigger
1. Connect your Exact account
2. Configure timer
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#

New Account Created on Exact

Description:Emit new event each time a new account is created. [See the docs](https://start.exactonline.nl/docs/HlpRestAPIResourcesDetails.aspx?name=CRMAccounts)

Version:0.0.1

Key:exact-new-account-created

View on GitHub

Exact Overview#

The Exact API provides a suite of endpoints for interacting with Exact's cloud-based financial software, which includes tools for accounting, CRM, and ERP functionalities. By leveraging this API on Pipedream, you can automate data flows across various business functions, sync financial records, manage customer relationships, and streamline operational processes. Pipedream's serverless execution model allows for crafting intricate workflows that respond in real-time to events, schedule operations, and connect with countless other apps to extend the functionality of Exact's ecosystem.

Trigger Code#

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

export default {
  ...common,
  key: "exact-new-account-created",
  name: "New Account Created",
  description: "Emit new event each time a new account is created. [See the docs](https://start.exactonline.nl/docs/HlpRestAPIResourcesDetails.aspx?name=CRMAccounts)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getResults(division) {
      return this.exact.listAccounts(division);
    },
    getCreatedTs(account) {
      return account.Created.match(/\d+/)[0];
    },
    generateMeta(account) {
      return {
        id: account.ID,
        summary: account.Name,
        ts: this.getCreatedTs(account),
      };
    },
  },
};

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
Exact	`exact`	`app`	This component uses the Exact app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Exact uses OAuth authentication. When you connect your Exact account, Pipedream will open a popup window where you can sign into Exact and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Exact API.

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

About Exact#

Cloud business software for SMEs and their accountants

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 New Account Created from Exact API

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

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular