Create Document with Docupilot API on New or Updated Contact (Instant) from Zoho CRM API

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Trigger workflow on

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

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Create Document with the Docupilot API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Docupilot 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 Document action
1. Connect your Docupilot account
2. Configure Template URL
3. Configure Template Tokens
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.READ

About Zoho CRM#

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

Action#

Create Document on Docupilot

Description:Create a document [See docs here](https://help.docupilot.app/create-document/api-and-webhook-integration#api-integration)

Version:0.0.1

Key:docupilot-create-document

View on GitHub

Docupilot Overview#

Docupilot offers powerful document automation capabilities, allowing you to create dynamic documents based on templates and data inputs. With the Docupilot API, you can integrate this functionality directly into Pipedream workflows, triggering document generation from a myriad of events and data sources. Think of automating contract creation when a new deal is won in your CRM, or sending personalized letters en masse with the click of a button. The API empowers you to craft, distribute, and manage documents efficiently and programmatically.

Action Code#

import docupilot from "../../app/docupilot.app.mjs";
import { defineAction } from "@pipedream/types";
import { ConfigurationError } from "@pipedream/platform";
export default defineAction({
    name: "Create Document",
    description: "Create a document [See docs here](https://help.docupilot.app/create-document/api-and-webhook-integration#api-integration)",
    key: "docupilot-create-document",
    version: "0.0.1",
    type: "action",
    props: {
        docupilot,
        templateUrl: {
            type: "string",
            label: "Template URL",
            description: `Choose a template in the Docupilot dashboard, and go to the **Create** tab, then to **API integrations**.
        \\
        Copy the ***POST Merge URL*** here. Example: \`https://api.docupilot.app/documents/create/46ac75c3/5e7d03ec\``,
        },
        tokens: {
            type: "object",
            label: "Template Tokens",
            description: `The tokens used in this template (as object keys) and their values.
       \\
       Objects and arrays should be in JSON-stringified format.
       \\
       If you need to include characters such as \`{}[]\` in a value, and it should not be parsed as an object or array, prefix the key with \`$\`.`,
        },
    },
    async run({ $ }) {
        const url = this.templateUrl.trim();
        const baseUrl = this.docupilot._createDocumentBaseUrl();
        if (!url.startsWith(baseUrl)) {
            throw new ConfigurationError("Invalid `Template URL`. Check the prop and make sure you copied the URL properly.");
        }
        const data = {};
        const tokens = this.tokens;
        if (tokens) {
            Object.entries(tokens).forEach(([key, value,]) => {
                try {
                    if (!key.startsWith("$") && value.match(/({[^}]*})|(\[[^\]]*\])/)) {
                        value = JSON.parse(value);
                    }
                }
                catch (err) {
                    throw new ConfigurationError(`Error parsing JSON value for key \`${key}\`: *"${err}"*
            \\
            If this is not a JSON string for an object or array, prefix the key with \`$\` as in \`$${key}\``);
                }
                data[key.startsWith("$")
                    ? key.slice(1)
                    : key] = value;
            });
        }
        const params = {
            $,
            url,
            data,
        };
        const response = await this.docupilot.createDocument(params);
        $.export("$summary", "Created document successfully");
        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
Docupilot	`docupilot`	`app`	This component uses the Docupilot app.
Template URL	`templateUrl`	`string`	Choose a template in the Docupilot dashboard, and go to the Create tab, then to API integrations. Copy the POST Merge URL here. Example: `https://api.docupilot.app/documents/create/46ac75c3/5e7d03ec`
Template Tokens	`tokens`	`object`	The tokens used in this template (as object keys) and their values. Objects and arrays should be in JSON-stringified format. If you need to include characters such as `{}[]` in a value, and it should not be parsed as an object or array, prefix the key with `$`.

Create Document with Docupilot API on New or Updated Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Docupilot, 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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