Send Event with Cometly API on New User from Zoho CRM API

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Trigger workflow on

New User from the Zoho CRM API

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Send Event with the Cometly API

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Getting Started#

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

Select this integration
Configure the New User trigger
1. Connect your Zoho CRM account
2. Configure Polling Interval
3. Select a User Type
Configure the Send Event action
1. Connect your Cometly account
2. Select a Event Name
3. Configure Event Time
4. Configure Email
5. Configure IP
6. Optional- Configure Full Name
7. Optional- Configure First Name
8. Optional- Configure Last Name
9. Optional- Configure User Agent
10. Optional- Configure Phone
11. Optional- Configure Order ID
12. Optional- Configure Order Name
13. Optional- Configure Checkout Token
14. Optional- Configure Amount
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 User on Zoho CRM

Description:Emits an event each time a new user is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-user

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/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho API on this schedule
User Type	`userType`	`string`	Select a value from the drop down menu:`{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }`

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.READ

About Zoho CRM#

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

Action#

Send Event on Cometly

Description:Sends an event to the Cometly API. [See the documentation]https://developers.cometly.com/#endpoint-advanced-method)

Version:0.0.1

Key:cometly-send-event

View on GitHub

Cometly Overview#

The Cometly API allows you to track ad performance and automate the analysis and optimization of advertising campaigns. With Pipedream, you can create serverless workflows that interact with the Cometly API to streamline campaign management tasks, such as retrieving campaign metrics, updating ad spend, and generating performance reports. Using Cometly in conjunction with Pipedream’s robust integration capabilities, you can connect to numerous other services to enrich your ads data, automate actions based on performance thresholds, and synchronize your marketing efforts across platforms.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import cometly from "../../cometly.app.mjs";

export default {
  key: "cometly-send-event",
  name: "Send Event",
  description:
    "Sends an event to the Cometly API. [See the documentation]https://developers.cometly.com/#endpoint-advanced-method)",
  version: "0.0.1",
  type: "action",
  props: {
    cometly,
    eventName: {
      propDefinition: [
        cometly,
        "eventName",
      ],
    },
    eventTime: {
      propDefinition: [
        cometly,
        "eventTime",
      ],
    },
    email: {
      propDefinition: [
        cometly,
        "email",
      ],
    },
    ip: {
      propDefinition: [
        cometly,
        "ip",
      ],
    },
    fullName: {
      propDefinition: [
        cometly,
        "fullName",
      ],
    },
    firstName: {
      propDefinition: [
        cometly,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        cometly,
        "lastName",
      ],
    },
    userAgent: {
      propDefinition: [
        cometly,
        "userAgent",
      ],
    },
    phone: {
      propDefinition: [
        cometly,
        "phone",
      ],
    },
    orderId: {
      propDefinition: [
        cometly,
        "orderId",
      ],
    },
    orderName: {
      propDefinition: [
        cometly,
        "orderName",
      ],
    },
    checkoutToken: {
      propDefinition: [
        cometly,
        "checkoutToken",
      ],
    },
    amount: {
      propDefinition: [
        cometly,
        "amount",
      ],
    },
  },
  async run({ $ }) {
    let eventTime =
      new Date(this.eventTime).valueOf() ||
      new Date(Number(this.eventTime)).valueOf();
    if (isNaN(eventTime)) {
      throw new ConfigurationError(
        "**Invalid event time.** Make sure it is a valid ISO 8601 date string.",
      );
    }

    const data = {
      event_name: this.eventName,
      event_time: Math.floor(eventTime / 1000),
      email: this.email,
      ip: this.ip,
      full_name: this.fullName,
      first_name: this.firstName,
      last_name: this.lastName,
      user_agent: this.userAgent,
      phone: this.phone,
      order_id: this.orderId,
      order_name: this.orderName,
      checkout_token: this.checkoutToken,
      amount: this.amount,
    };

    const response = await this.cometly.sendEvent({
      $,
      data,
    });

    $.export("$summary", `Successfully sent event "${this.eventName}"`);
    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
Cometly	`cometly`	`app`	This component uses the Cometly app.
Event Name	`eventName`	`string`	Select a value from the drop down menu:`lead_generatedview_contentschedulepurchasesubscribeadd_to_cartcontactinitiate_checkoutadd_payment_infocomplete_registrationstart_trialsign_upsubmit_applicationwebinar_registration`
Event Time	`eventTime`	`string`	Timestamp in UTC timezone. You can use an ISO 8601 formatted string, or a Unix timestamp in milliseconds.
Email	`email`	`string`	Email associated with the event
IP	`ip`	`string`	IP address associated with the event
Full Name	`fullName`	`string`	Full name of the user
First Name	`firstName`	`string`	First name of the user
Last Name	`lastName`	`string`	Last name of the user
User Agent	`userAgent`	`string`	User agent of the user's device
Phone	`phone`	`string`	Phone numbers must include a country code to be used for matching (e.g., the number 1 must precede a phone number in the United States). Always include the country code as part of your customers' phone numbers, even if all of your data is from the same country.
Order ID	`orderId`	`string`	Order ID for the event
Order Name	`orderName`	`string`	Order name for the event
Checkout Token	`checkoutToken`	`string`	Checkout token for the event
Amount	`amount`	`integer`	Amount for the event

Send Event with Cometly API on New User from Zoho CRM API

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