Download Attachment with Zoho CRM API on New Transaction from SumUp API

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Trigger workflow on

New Transaction from the SumUp API

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Download Attachment with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a SumUp 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 SumUp account
2. Configure timer
3. Optional- Select one or more Statuses
4. Optional- Select one or more Payment Types
Configure the Download Attachment action
1. Connect your Zoho CRM account
2. Select a Module
3. Select a Record ID
4. Select a Attachment 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 Transaction on SumUp

Description:Emit new event when a new transaction is posted in SumUp. [See the documenation](https://developer.sumup.com/api/transactions/list-detailed)

Version:0.0.1

Key:sumup-new-transaction

View on GitHub

SumUp Overview#

The SumUp API allows you to integrate your payment processing operations with SumUp's payment platform, creating seamless financial transactions for your business. With Pipedream, you can automate payment flows, sync transaction data with other tools, and build custom notifications based on payment events. You can use Pipedream’s serverless platform to trigger workflows on various SumUp events, process the data, and connect with countless other apps to extend functionality.

Trigger Code#

import sumup from "../../sumup.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import sampleEmit from "./test-event.mjs";

export default {
  key: "sumup-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a new transaction is posted in SumUp. [See the documenation](https://developer.sumup.com/api/transactions/list-detailed)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    sumup,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    statuses: {
      propDefinition: [
        sumup,
        "statuses",
      ],
    },
    paymentTypes: {
      propDefinition: [
        sumup,
        "paymentTypes",
      ],
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || this.oneDayAgo();
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    oneDayAgo() {
      return new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString()
        .slice(0, 19) + "Z";
    },
    generateMeta(transaction) {
      return {
        id: transaction.id,
        summary: `New Transaction ${transaction.id}`,
        ts: Date.parse(transaction.timestamp),
      };
    },
  },
  async run() {
    const lastTs = this._getLastTs();
    let maxTs = lastTs;
    const { items } = await this.sumup.listTransactions({
      params: {
        statuses: this.statuses,
        payment_types: this.paymentTypes,
        oldest_time: lastTs,
      },
    });
    for (const item of items) {
      if (Date.parse(item.timestamp) > Date.parse(maxTs)) {
        maxTs = item.timestamp;
      }
      const meta = this.generateMeta(item);
      this.$emit(item, meta);
    }
    this._setLastTs(maxTs);
  },
  sampleEmit,
};

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
SumUp	`sumup`	`app`	This component uses the SumUp app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Statuses	`statuses`	`string[]`	Select a value from the drop down menu:`SUCCESSFULCANCELLEDFAILEDPENDING`
Payment Types	`paymentTypes`	`string[]`	Select a value from the drop down menu:`ECOMRECURRINGBOLETO`

Trigger Authentication#

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

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

user.app-settingstransactions.historyuser.profile_readonly

About SumUp#

The easiest way for small businesses and sole traders to accept card payments.

Action#

Download Attachment on Zoho CRM

Description: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.

Version:0.2.1

Key:zoho_crm-download-attachment

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

export default {
  key: "zoho_crm-download-attachment",
  name: "Download Attachment",
  description: "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.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    recordId: {
      propDefinition: [
        zohoCrm,
        "recordId",
        (c) => ({
          module: c.module,
        }),
      ],
    },
    attachmentId: {
      propDefinition: [
        zohoCrm,
        "attachmentId",
        (c) => ({
          module: c.module,
          recordId: c.recordId,
        }),
      ],
    },
  },
  async run({ $ }) {
    const file = await this.zohoCrm.downloadAttachment(
      this.module,
      this.recordId,
      this.attachmentId,
      $,
    );

    const filePath = "/tmp/" + this.attachmentId;
    fs.writeFileSync(filePath, file);

    $.export("$summary", "Successfully downloaded attachment");
    $.export("file_path", filePath);
    return file;
  },
};

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.
Record ID	`recordId`	`string`	Select a value from the drop down menu.
Attachment ID	`attachmentId`	`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

Download Attachment with Zoho CRM API on New Transaction from SumUp API

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