Create Customer with Zoho Books API on New Form Submission from Formcarry API

Pipedream makes it easy to connect APIs for Zoho Books, Formcarry and 2,700+ other apps remarkably fast.

Trigger workflow on

New Form Submission from the Formcarry API

Next, do this

Create Customer with the Zoho Books 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 Formcarry trigger and Zoho Books action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Form Submission trigger
1. Connect your Formcarry account
2. Configure timer
3. Configure Form ID
Configure the Create Customer action
1. Connect your Zoho Books account
2. Configure Contact Name
3. Optional- Configure Company Name
4. Optional- Configure Website
5. Optional- Select a Language Code
6. Optional- Select a Customer Sub Type
7. Optional- Configure Credit Limit
8. Optional- Configure Tags
9. Optional- Configure Is Portal Enabled
10. Optional- Select a Currency Id
11. Optional- Configure Payment Terms
12. Optional- Configure Payment Terms Label
13. Optional- Configure Notes
14. Optional- Configure Exchange Rate
15. Optional- Configure VAT Treatment
16. Optional- Configure GST No
17. Optional- Configure Avatax Use Code
18. Optional- Select a Tax Id
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 Form Submission on Formcarry

Description:Emit new event when the specified form receives a new submission. [See the documentation](https://formcarry.com/docs/formcarry-api/submissions-api#cc7f3010897b4c938c8829db46b18656)

Version:0.0.1

Key:formcarry-new-form-submission

View on GitHub

Formcarry Overview#

Formcarry is an API for form processing, empowering developers to handle form submissions without the need for server-side code. With Formcarry, you can effortlessly collect, process, and integrate form data with various services. Using Pipedream, you can create serverless workflows that react to form submissions by triggering actions within Formcarry or in other apps, streamlining data collection and automation processes.

Trigger Code#

import formcarry from "../../formcarry.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "formcarry-new-form-submission",
  name: "New Form Submission",
  description: "Emit new event when the specified form receives a new submission. [See the documentation](https://formcarry.com/docs/formcarry-api/submissions-api#cc7f3010897b4c938c8829db46b18656)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    formcarry,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    formId: {
      type: "string",
      label: "Form ID",
      description: "The ID of the form to watch for new submissions",
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(submission) {
      return {
        id: submission._id,
        summary: `New Form Submission ID: ${submission._id}`,
        ts: Date.parse(submission.createdAt),
      };
    },
    async processEvent(max) {
      const lastTs = this._getLastTs();

      const results = this.formcarry.paginate({
        fn: this.formcarry.listSubmissions,
        args: {
          formId: this.formId,
        },
        resourceKey: "submissions",
        max,
      });

      const submissions = [];
      for await (const item of results) {
        const ts = Date.parse(item.createdAt);
        if (ts >= lastTs) {
          submissions.push(item);
        } else {
          break;
        }
      }

      if (!submissions.length) {
        return;
      }

      this._setLastTs(Date.parse(submissions[0].createdAt));

      submissions.forEach((submission) => {
        const meta = this.generateMeta(submission);
        this.$emit(submission, meta);
      });
    },
  },
  async run() {
    await this.processEvent();
  },
};

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
Formcarry	`formcarry`	`app`	This component uses the Formcarry app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Form ID	`formId`	`string`	The ID of the form to watch for new submissions

Trigger Authentication#

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

About Formcarry#

Formcarry allows you to collect submissions from your own HTML form, without any back-end code.

Action#

Create Customer on Zoho Books

Description:Creates a new customer. [See the documentation](https://www.zoho.com/books/api/v3/items/#create-an-item)

Version:0.0.1

Key:zoho_books-create-customer

View on GitHub

Zoho Books Overview#

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Action Code#

// legacy_hash_id: a_Xzi1qo
import {
  CUSTOMER_SUB_TYPE_OPTIONS,
  LANGUAGE_CODE_OPTIONS,
} from "../../common/constants.mjs";
import {
  clearObj,
  parseObject,
} from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-create-customer",
  name: "Create Customer",
  description: "Creates a new customer. [See the documentation](https://www.zoho.com/books/api/v3/items/#create-an-item)",
  version: "0.0.1",
  type: "action",
  props: {
    zohoBooks,
    contactName: {
      type: "string",
      label: "Contact Name",
      description: "Display Name of the contact. Max-length [200].",
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company Name of the contact. Max-length [200].",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website of the contact.",
      optional: true,
    },
    languageCode: {
      type: "string",
      label: "Language Code",
      description: "The language of a contact.",
      options: LANGUAGE_CODE_OPTIONS,
      optional: true,
    },
    customerSubType: {
      type: "string",
      label: "Customer Sub Type",
      description: "Type of the customer.",
      options: CUSTOMER_SUB_TYPE_OPTIONS,
      optional: true,
    },
    creditLimit: {
      type: "string",
      label: "Credit Limit",
      description: "Credit limit for a customer.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "An array of tag objects. **Example: {\"tag_id\":\"124567890\",\"tag_option_id\":\"1234567890\"}**",
      optional: true,
    },
    isPortalEnabled: {
      type: "boolean",
      label: "Is Portal Enabled",
      description: "To enable client portal for the contact.",
      optional: true,
    },
    currencyId: {
      propDefinition: [
        zohoBooks,
        "currencyId",
      ],
      optional: true,
    },
    paymentTerms: {
      propDefinition: [
        zohoBooks,
        "paymentTerms",
      ],
      description: "Net payment term for the customer.",
      optional: true,
    },
    paymentTermsLabel: {
      propDefinition: [
        zohoBooks,
        "paymentTermsLabel",
      ],
      description: "Label for the paymet due details.",
      optional: true,
    },
    notes: {
      propDefinition: [
        zohoBooks,
        "notes",
      ],
      description: "Commennts about the payment made by the contact.",
      optional: true,
    },
    exchangeRate: {
      propDefinition: [
        zohoBooks,
        "exchangeRate",
      ],
      description: "Exchange rate for the opening balance.",
      optional: true,
    },
    vatTreatment: {
      propDefinition: [
        zohoBooks,
        "vatTreatment",
      ],
      optional: true,
    },
    gstNo: {
      propDefinition: [
        zohoBooks,
        "gstNo",
      ],
      optional: true,
    },
    avataxUseCode: {
      propDefinition: [
        zohoBooks,
        "avataxUseCode",
      ],
      optional: true,
    },
    taxId: {
      propDefinition: [
        zohoBooks,
        "taxId",
      ],
      description: "ID of the tax to be associated to the estimate.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.zohoBooks.createContact({
      $,
      data: clearObj({
        contact_name: this.contactName,
        company_name: this.companyName,
        website: this.website,
        language_code: this.languageCode,
        contact_type: "customer",
        customer_sub_type: this.customerSubType,
        credit_limit: this.creditLimit,
        tags: parseObject(this.tags),
        is_portal_enabled: this.isPortalEnabled,
        currency_id: this.currencyId,
        payment_terms: this.paymentTerms,
        payment_terms_label: this.paymentTermsLabel,
        notes: this.notes,
        exchange_rate: this.exchangeRate && parseFloat(this.exchangeRate),
        vat_treatment: this.vatTreatment,
        gst_no: this.gstNo,
        avatax_use_code: this.avataxUseCode,
        tax_id: this.taxId,
      }),
    });

    $.export("$summary", `Contact successfully created with Id: ${response.contact.contact_id}`);
    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 Books	`zohoBooks`	`app`	This component uses the Zoho Books app.
Contact Name	`contactName`	`string`	Display Name of the contact. Max-length [200].
Company Name	`companyName`	`string`	Company Name of the contact. Max-length [200].
Website	`website`	`string`	Website of the contact.
Language Code	`languageCode`	`string`	Select a value from the drop down menu:`deenesfritjanlptpt_brsvzhen_gb`
Customer Sub Type	`customerSubType`	`string`	Select a value from the drop down menu:`businessindividual`
Credit Limit	`creditLimit`	`string`	Credit limit for a customer.
Tags	`tags`	`string[]`	An array of tag objects. Example: {"tag_id":"124567890","tag_option_id":"1234567890"}
Is Portal Enabled	`isPortalEnabled`	`boolean`	To enable client portal for the contact.
Currency Id	`currencyId`	`string`	Select a value from the drop down menu.
Payment Terms	`paymentTerms`	`integer`	Net payment term for the customer.
Payment Terms Label	`paymentTermsLabel`	`string`	Label for the paymet due details.
Notes	`notes`	`string`	Commennts about the payment made by the contact.
Exchange Rate	`exchangeRate`	`string`	Exchange rate for the opening balance.
VAT Treatment	`vatTreatment`	`string`	Enter vat treatment.
GST No	`gstNo`	`string`	15 digit GST identification number of the customer.
Avatax Use Code	`avataxUseCode`	`string`	Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule.
Tax Id	`taxId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

ZohoBooks.fullaccess.all

Create Customer with Zoho Books API on New Form Submission from Formcarry API

Pipedream makes it easy to connect APIs for Zoho Books, Formcarry and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,700+apps by most popular

1
-
24
of
2,700+
apps by most popular