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Create Object with Zoho CRM API

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Create Object with the Zoho CRM API
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Getting Started

Create a workflow to Create Object with the Zoho CRM API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Object action
    1. Connect your Zoho CRM account
    2. Select a Module
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Details

This is a pre-built, open source component from Pipedream's GitHub repo. The component is 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.

Create Object on Zoho CRM
Description:Create a new object/module entry. [See the docs here](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)
Version:0.2.3
Key:zoho_crm-create-object

Code

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

export default {
  key: "zoho_crm-create-object",
  name: "Create Object",
  description: "Create a new object/module entry. [See the docs here](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)",
  version: "0.2.3",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
  },
  async additionalProps() {
    let props = {};
    if (this.module === "Leads" || this.module === "Contacts") {
      props = {
        firstName: {
          type: "string",
          label: "First Name",
          description: `First Name of new ${(this.module === "Leads")
            ? "lead"
            : "contact"}`,
          optional: true,
        },
        lastName: {
          type: "string",
          label: "Last Name",
          description: `Last Name of new ${(this.module === "Leads")
            ? "lead"
            : "contact"}`,
        },
        email: {
          type: "string",
          label: "Email Address",
          description: `Email Address of new ${(this.module === "Leads")
            ? "lead"
            : "contact"}`,
          optional: true,
        },
      };
    }
    if (this.module === "Accounts") {
      props = {
        accountName: {
          type: "string",
          label: "Account Name",
          description: "Name of new account",
        },
      };
    }
    if (this.module === "Deals") {
      props = {
        dealName: {
          type: "string",
          label: "Deal Name",
          description: "Name of the new Deal",
        },
        stage: {
          type: "string",
          label: "Stage",
          description: "The stage of the new Deal",
          options: [
            "Qualification",
            "Needs Analysis",
            "Value Proposition",
            "Identify Decision Makers",
            "Proposal/Price Quote",
            "Negotiation/Review",
            "Closed Won",
            "Closed Lost",
            "Closed-Lost to Competition",
          ],
        },
      };
    }
    if (this.module === "Tasks") {
      props = {
        subject: {
          type: "string",
          label: "Subject",
          description: "Subject of new task",
        },
      };
    }
    if (this.module === "Calls") {
      props = {
        subject: {
          type: "string",
          label: "Subject",
          description: "Subject of new call",
        },
        callType: {
          type: "string",
          label: "Call Type",
          description: "Whether the call is inbound or outbound",
          options: [
            "inbound",
            "outbound",
          ],
        },
        callStartTime: {
          type: "string",
          label: "Call Start Time",
          description: "The date and time (in ISO8601 format) at which the call starts",
        },
        callDuration: {
          type: "string",
          label: "Call Duration",
          description: "The duration of the call in mm:ss format",
        },
      };
    }
    if (this.module === "Campaigns") {
      props = {
        campaignName: {
          type: "string",
          label: "Campaign Name",
          description: "Name of the new campaign",
        },
      };
    }
    props = {
      ...props,
      additionalData: {
        type: "object",
        label: "Additional Data",
        description: "Additional values for new object",
        optional: true,
      },
    };
    return props;
  },
  async run({ $ }) {
    const props = this.zohoCrm.omitEmptyStringValues({
      First_Name: this.firstName,
      Last_Name: this.lastName,
      Email: this.email,
      Account_Name: this.accountName,
      Deal_Name: this.dealName,
      Stage: this.stage,
      Subject: this.subject,
      Call_Type: this.callType,
      Call_Start_Time: this.callStartTime,
      Call_Duration: this.callDuration,
      Campaign_Name: this.campaignName,
      ...this.additionalData,
    });
    const data = {
      data: [
        {
          ...props,
        },
      ],
    };
    const res = await this.zohoCrm.createObject(this.module, data, $);
    $.export("$summary", `Successfully created new ${this.module.substring(0, this.module.length - 1)}`);
    return res;
  },
};

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
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
ModulemodulestringSelect a value from the drop down menu:LeadsAccountsContactsDealsCampaignsTasksCalls

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

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