Create Customer with Chaser API on New or Updated Contact (Instant) from Zoho CRM API

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New or Updated Contact (Instant) from the Zoho CRM API

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Create Customer with the Chaser API

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Getting Started#

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

Select this integration
Configure the New or Updated Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Customer action
1. Connect your Chaser account
2. Configure External ID
3. Configure Company Name
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Email Address
7. Optional- Configure Phone Number
8. Optional- Configure Additional Options
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 or Updated Contact (Instant) on Zoho CRM

Description:Emits an event each time a new contact is created or updated in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-or-updated-contact

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.

Trigger Code#

import common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-or-updated-contact",
  name: "New or Updated Contact (Instant)",
  description: "Emits an event each time a new contact is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
        crudOps.editOpData(),
      ];
    },
  },
};

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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM 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.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.

Trigger 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.READZohoCRM.signals.ALL

About Zoho CRM#

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

Action#

Create Customer on Chaser

Description:Creates a new customer in Chaser. [See the documentation](https://openapi.chaserhq.com/docs/static/index.html)

Version:0.0.2

Key:chaser-create-customer

View on GitHub

Chaser Overview#

The Chaser API enables users to automate their accounts receivable process efficiently, making it possible to manage and follow up on invoices programmatically. By integrating Chaser with Pipedream, users can automate invoice reminders, synchronize financial data with other business applications, and generate detailed accounts receivable reports. These capabilities help businesses improve their cash flow and minimize the time spent on manual follow-ups.

Action Code#

import chaser from "../../chaser.app.mjs";

export default {
  key: "chaser-create-customer",
  name: "Create Customer",
  description: "Creates a new customer in Chaser. [See the documentation](https://openapi.chaserhq.com/docs/static/index.html)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    chaser,
    externalId: {
      type: "string",
      label: "External ID",
      description: "External ID of the customer",
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name of the customer",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer",
      optional: true,
    },
    emailAddress: {
      type: "string",
      label: "Email Address",
      description: "Email address of the customer",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Phone number of the customer",
      optional: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description:
        "Additional parameters to send in the request. [See the documentation](https://openapi.chaserhq.com/docs/static/index.html) for available parameters. Values will be parsed as JSON where applicable.",
      optional: true,
    },
  },
  async run({ $ }) {
    let additionalOptions = Object.fromEntries(
      Object.entries(this.additionalOptions ?? {}).map(([
        key,
        value,
      ]) => {
        // optional JSON parsing
        try {
          return [
            key,
            JSON.parse(value),
          ];
        } catch (e) {
          return [
            key,
            value,
          ];
        }
      }),
    );

    const response = await this.chaser.createCustomer({
      $,
      data: {
        external_id: this.externalId,
        company_name: this.companyName,
        contact_first_name: this.firstName,
        contact_last_name: this.lastName,
        contact_email_address: this.emailAddress,
        phone_number: this.phoneNumber,
        ...additionalOptions,
      },
    });
    $.export("$summary", `Successfully created customer (ID: ${response.data.id})`);
    return response;
  },
};

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
Chaser	`chaser`	`app`	This component uses the Chaser app.
External ID	`externalId`	`string`	External ID of the customer
Company Name	`companyName`	`string`	Company name of the customer
First Name	`firstName`	`string`	First name of the customer
Last Name	`lastName`	`string`	Last name of the customer
Email Address	`emailAddress`	`string`	Email address of the customer
Phone Number	`phoneNumber`	`string`	Phone number of the customer
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for available parameters. Values will be parsed as JSON where applicable.

Action Authentication#

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

To retrieve your API Keys (Host, Key and Secret)

Navigate to your Chaseraccount and sign in
Click the drop down on the top right
Go to “Organization settings” > “Integrations” > “Get API Keys”

Create Customer with Chaser API on New or Updated Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Chaser, Zoho CRM and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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