← WP Maps + Zoho CRM integrations

Create Object with Zoho CRM API on New Store Created from WP Maps API

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Trigger workflow on
New Store Created from the WP Maps API
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Create Object with the Zoho CRM API
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Getting Started

This integration creates a workflow with a WP Maps trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Store Created trigger
    1. Connect your WP Maps account
    2. Configure timer
  3. Configure the Create Object action
    1. Connect your Zoho CRM account
    2. Select a Module
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new store is created in WP Maps. [See the documentation](https://support.agilelogix.com/hc/en-us/articles/900006795363-API-Access-Points#get-all-stores)
Version:0.0.1
Key:wp_maps-new-store-created

WP Maps Overview

The WP Maps API is a tool that enables you to integrate interactive maps into WordPress sites. You can use it to display custom markers, layers, and various map providers within your WordPress pages. With Pipedream, you can create serverless workflows that leverage the WP Maps API to automate map-related tasks. You could, for example, synchronize map data with external databases, send notifications when a new marker is added, or dynamically update maps based on user interactions or other triggers.

Trigger Code

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

export default {
  ...common,
  key: "wp_maps-new-store-created",
  name: "New Store Created",
  description: "Emit new event when a new store is created in WP Maps. [See the documentation](https://support.agilelogix.com/hc/en-us/articles/900006795363-API-Access-Points#get-all-stores)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.wpMaps.listStores;
    },
    generateMeta(store) {
      return {
        id: store.id,
        summary: store.title,
        ts: Date.now(),
      };
    },
  },
};

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.
LabelPropTypeDescription
WP Maps wpMapsappThis component uses the WP Maps app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

To retrieve your Client ID and Access Token,

  • Navigate to your WP Maps account and sign in
  • Go to “Super Admin” > “Configuration” > “Access Token”

About WP Maps

Install WP Maps and gain the ability to highlight your products and stores to increase brand awareness.

Action

Description:Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)
Version:0.3.2
Key:zoho_crm-create-object

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 common from "../common/common-objects.mjs";

export default {
  ...common,
  key: "zoho_crm-create-object",
  name: "Create Object",
  description: "Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)",
  version: "0.3.2",
  type: "action",
  async additionalProps() {
    const requiredProps = this.getRequiredProps(this.moduleType);
    const optionalProps = await this.getOptionalProps(this.moduleType);
    return {
      ...requiredProps,
      ...optionalProps,
      additionalData: {
        type: "object",
        label: "Additional Data",
        description: "Additional values for new object",
        optional: true,
      },
    };
  },
  async run({ $ }) {
    const {
      zohoCrm,
      moduleType,
      lastName,
      accountName,
      dealName,
      stage,
      subject,
      callType,
      callStartTime,
      callDuration,
      campaignName,
      additionalData,
      ...otherProps
    } = this;

    const object = zohoCrm.omitEmptyStringValues({
      Last_Name: lastName,
      Account_Name: accountName,
      Deal_Name: dealName,
      Stage: stage,
      Subject: subject,
      Call_Type: callType,
      Call_Start_Time: callStartTime,
      Call_Duration: callDuration,
      Campaign_Name: campaignName,
      ...otherProps,
      ...additionalData,
    });
    const objectData = {
      data: [
        object,
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);
    if (res.data[0].details.id) {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    }
    return res;
  },
};

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
ModulemoduleTypestringSelect a value from the drop down menu:LeadsAccountsContactsDealsCampaignsTasksCasesEventsCallsSolutionsProductsVendorsPrice_BooksQuotesSales_OrdersPurchase_OrdersInvoices

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

About Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

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