Create Company with Connectwise PSA API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Create Company with the Connectwise PSA API

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Getting Started#

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

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create Company action
1. Connect your Connectwise PSA account
2. Configure Company Name
3. Configure Identifier
4. Select one or more Types
5. Select a Status
6. Configure Site Name
7. Optional- Configure Address Line 1
8. Optional- Configure Address Line 2
9. Optional- Configure City
10. Optional- Configure State
11. Optional- Configure Zip
12. Optional- Select a Country
13. Optional- Configure Phone
14. Optional- Configure Website
15. Optional- Select a Market
16. Optional- Select a Territory
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.
Events	`events`	`string[]`	Select a value from the drop down menu.

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 Company on Connectwise PSA

Description:Creates a new company in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Companies/postCompanyCompanies)

Version:0.0.3

Key:connectwise_psa-create-company

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Action Code#

import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-company",
  name: "Create Company",
  description: "Creates a new company in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Companies/postCompanyCompanies)",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    connectwise,
    name: {
      type: "string",
      label: "Company Name",
      description: "The name of the new company",
    },
    identifier: {
      type: "string",
      label: "Identifier",
      description: "A unique identifier for the company",
    },
    types: {
      propDefinition: [
        connectwise,
        "companyTypes",
      ],
    },
    status: {
      propDefinition: [
        connectwise,
        "status",
      ],
    },
    site: {
      type: "string",
      label: "Site Name",
      description: "The site name for the company",
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "First line of the company's address",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Second line of the company's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the company",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the company",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the company",
      optional: true,
    },
    country: {
      propDefinition: [
        connectwise,
        "country",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the company",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website of the company",
      optional: true,
    },
    market: {
      propDefinition: [
        connectwise,
        "market",
      ],
    },
    territory: {
      propDefinition: [
        connectwise,
        "territory",
      ],
    },
  },
  async run({ $ }) {
    const types = this.types.map((type) => ({
      id: type,
    }));
    const response = await this.connectwise.createCompany({
      $,
      data: {
        name: this.name,
        identifier: this.identifier,
        types,
        status: {
          id: this.status,
        },
        site: {
          name: this.site,
        },
        addressLine1: this.address1,
        addressLine2: this.address2,
        city: this.city,
        state: this.state,
        zip: this.zip,
        country: this.country
          ? {
            id: this.country,
          }
          : undefined,
        phoneNumber: this.phone,
        website: this.website,
        market: this.market
          ? {
            id: this.market,
          }
          : undefined,
        territory: this.territory
          ? {
            id: this.territory,
          }
          : undefined,
      },
    });
    $.export("$summary", `Successfully created company with ID: ${response.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
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
Company Name	`name`	`string`	The name of the new company
Identifier	`identifier`	`string`	A unique identifier for the company
Types	`types`	`integer[]`	Select a value from the drop down menu.
Status	`status`	`integer`	Select a value from the drop down menu.
Site Name	`site`	`string`	The site name for the company
Address Line 1	`address1`	`string`	First line of the company's address
Address Line 2	`address2`	`string`	Second line of the company's address
City	`city`	`string`	City of the company
State	`state`	`string`	State of the company
Zip	`zip`	`string`	Zip code of the company
Country	`country`	`integer`	Select a value from the drop down menu.
Phone	`phone`	`string`	Phone number of the company
Website	`website`	`string`	Website of the company
Market	`market`	`integer`	Select a value from the drop down menu.
Territory	`territory`	`integer`	Select a value from the drop down menu.

Create Company with Connectwise PSA API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Connectwise PSA, Zoho CRM and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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