List Fields with Zoho CRM API on New Transaction from Mercury API

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

Trigger workflow on

New Transaction from the Mercury 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 Mercury 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 Transaction trigger
1. Connect your Mercury account
2. Configure timer
3. Select a 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#

New Transaction on Mercury

Description:Emit new event for each transaction in an account.

Version:0.0.3

Key:mercury-new-transaction

View on GitHub

Mercury Overview#

The Mercury API offers a window into banking tailored for startups. With it, you can automate your financial operations, sync transaction data with your accounting software, and monitor your business financial health programmatically. Creating workflows on Pipedream with Mercury's API allows you to connect your banking data with numerous other apps to streamline payments, reconcile transactions, and keep a pulse on your company's money matters.

Trigger Code#

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

export default {
  key: "mercury-new-transaction",
  name: "New Transaction",
  description: "Emit new event for each transaction in an account.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    mercury,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    account: {
      propDefinition: [
        mercury,
        "account",
      ],
    },
  },
  methods: {
    getMeta(transaction) {
      const {
        id, counterpartyName: summary, postedAt,
      } = transaction;
      const ts = new Date(postedAt).getTime();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run({ $ }) {
    const lastRunTime = this.db.get("lastRunTime")
      ? new Date(this.db.get("lastRunTime"))
      : this.mercury.daysAgo(1);
    const params = {
      limit: 100,
      offset: 0,
      start: lastRunTime.toISOString().split("T")[0],
    };
    let totalTransactions = params.limit;
    while (totalTransactions == params.limit) {
      const results = await this.mercury.getTransactions({
        ctx: $,
        accountId: this.account,
        params,
      });
      const { transactions } = results;
      totalTransactions = transactions.length;
      for (const transaction of transactions) {
        this.$emit(transaction, this.getMeta(transaction));
      }
      params.offset += params.limit;
    }
    this.db.set("lastRunTime", new Date());
  },
};

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
Mercury	`mercury`	`app`	This component uses the Mercury app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Account	`account`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

In order to get Mercury's API key, log into your Mercury account and go to the Settings page to generate a new one.

About Mercury#

Bank

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 Transaction from Mercury API

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