Integrated enterprise application platform for ERP and CRM.
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Emits an event each time a new contact is created or updated in Zoho CRM
Converts a Lead into a Contact or an Account. See the documentation
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.
import xmlrpc from 'xmlrpc';
export default defineComponent({
props: {
odoo: {
type: "app",
app: "odoo",
}
},
async run({ steps, $ }) {
const url = this.odoo.$auth.server_url;
const db = this.odoo.$auth.db;
const username = this.odoo.$auth.username;
const password = this.odoo.$auth.password;
// Create clients for common and object endpoints
const common = xmlrpc.createSecureClient(`${url}/xmlrpc/2/common`);
const models = xmlrpc.createSecureClient(`${url}/xmlrpc/2/object`);
// Using async/await with promises
async function getFields() {
try {
// Authenticate and get uid
const uid = await new Promise((resolve, reject) => {
common.methodCall('authenticate', [db, username, password, {}], (error, value) => {
if (error) reject(error);
resolve(value);
});
});
// Get fields
const results = await new Promise((resolve, reject) => {
models.methodCall('execute_kw', [
db,
uid,
password,
'res.partner',
'fields_get',
[],
{ 'attributes': ['string', 'help', 'type'] }
], (error, value) => {
if (error) reject(error);
resolve(value);
});
});
return results;
} catch (error) {
throw new Error(error);
}
}
return await getFields();
},
})
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.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_crm: {
type: "app",
app: "zoho_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
},
})
},
})