Create Object with Zoho CRM API on New Folder Created from Wrike API

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New Folder Created from the Wrike 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 Wrike 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 Folder Created trigger
1. Connect your Wrike account
2. Optional- Select a Folder ID
3. Optional- Select a Space ID
4. Optional- Configure Recursive
Configure the Create Object 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 Folder Created on Wrike

Description:Emit new event when a folder is created

Version:0.0.2

Key:wrike-new-folder-created

View on GitHub

Wrike Overview#

Wrike API on Pipedream exposes the robust task and project management features of Wrike, enabling you to automate workflows across various apps and services. With it, you can programmatically access and manipulate tasks, folders, projects, and users within Wrike. This API lends itself to a multitude of automation possibilities, like synchronizing project updates across platforms, streamlining notifications and reporting, or even managing resource allocation based on project workload.

Trigger Code#

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

export default {
  ...base,
  key: "wrike-new-folder-created",
  name: "New Folder Created",
  description: "Emit new event when a folder is created",
  type: "source",
  version: "0.0.2",
  props: {
    ...base.props,
    folderId: {
      propDefinition: [
        base.props.wrike,
        "folderId",
      ],
      description: "Receive notifications for folders in a folder and, optionally, in its subfolders. Leave blank to receive notifications for all folders in the account",
      optional: true,
    },
    spaceId: {
      propDefinition: [
        base.props.wrike,
        "spaceId",
      ],
      description: "Receive notifications for changes to folders within a space. Leave blank to receive notifications for all folders in the account",
      optional: true,
    },
    recursive: {
      type: "boolean",
      label: "Recursive",
      description: "Specifies whether hook should listen to events for subfolders or tasks anywhere in the hierarchy. Defaults to `false`",
      optional: true,
    },
  },
  hooks: {
    ...base.hooks,
    async deploy() {
      console.log("Retrieving historical events...");
      const folders = await this.wrike.listFolders({
        folderId: this.folderId,
        spaceId: this.spaceId,
      });
      for (const folder of folders.slice(-constants.DEPLOY_LIMIT)) {
        this.emitEvent(folder);
      }
    },
  },
  methods: {
    ...base.methods,
    eventTypes() {
      return [
        "FolderCreated",
      ];
    },
    async emitEvent(folder) {
      this.$emit(folder, {
        id: folder.id,
        summary: `New folder: ${folder.title}`,
        ts: folder.createdDate,
      });
    },
  },
  async run(event) {
    console.log("Webhook received");
    for (const data of event.body) {
      const folder = await this.wrike.getFolder({
        folderId: data.folderId,
      });
      this.emitEvent(folder);
    }
  },
};

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
Wrike	`wrike`	`app`	This component uses the Wrike app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Folder ID	`folderId`	`string`	Select a value from the drop down menu.
Space ID	`spaceId`	`string`	Select a value from the drop down menu.
Recursive	`recursive`	`boolean`	Specifies whether hook should listen to events for subfolders or tasks anywhere in the hierarchy. Defaults to `false`

Trigger Authentication#

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

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

About Wrike#

Online project management software

Action#

Create Object on Zoho CRM

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

Version:0.3.3

Key:zoho_crm-create-object

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 common from "../common/common-objects.mjs";
import { ConfigurationError } from "@pipedream/platform";

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: "0.3.3",
  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: [
        this.parseFields(object),
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);

    if (res.data[0].code === "SUCCESS") {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    } else {
      if (res.data[0].code === "INVALID_DATA") {
        throw new ConfigurationError(`Error: Invalid data for field '${res.data[0].details.api_name}'. Expected data type: ${res.data[0].details.expected_data_type}`);
      }
      throw new ConfigurationError(res.data[0].message);
    }
    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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`moduleType`	`string`	Select 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

Create Object with Zoho CRM API on New Folder Created from Wrike API

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