Create Record with Ironclad 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 Record with the Ironclad API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Ironclad 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 Record action
1. Connect your Ironclad account
2. Configure Name
3. Select a Type
4. Optional- Select one or more Links
5. Optional- Select a Parent
6. Optional- Select one or more Children
7. Select one or more Properties
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 Record on Ironclad

Description:Creates a new record in Ironclad. [See the documentation](https://developer.ironcladapp.com/reference/create-a-record)

Version:0.0.1

Key:ironclad-create-record

View on GitHub

Action Code#

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

export default {
  key: "ironclad-create-record",
  name: "Create Record",
  description: "Creates a new record in Ironclad. [See the documentation](https://developer.ironcladapp.com/reference/create-a-record)",
  version: "0.0.1",
  type: "action",
  props: {
    ironclad,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the record",
    },
    type: {
      propDefinition: [
        ironclad,
        "recordType",
      ],
    },
    links: {
      propDefinition: [
        ironclad,
        "recordId",
      ],
      type: "string[]",
      label: "Links",
      description: "Record ID's to link to the new record",
    },
    parent: {
      propDefinition: [
        ironclad,
        "recordId",
      ],
      label: "Parent",
      description: "Record ID to be set as the parent of the current record",
    },
    children: {
      propDefinition: [
        ironclad,
        "recordId",
      ],
      type: "string[]",
      label: "Children",
      description: "Record ID's to be set as child records of the current record",
    },
    properties: {
      propDefinition: [
        ironclad,
        "properties",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.properties?.length) {
      return props;
    }
    const { properties } = await this.ironclad.getRecordsSchema();
    for (const property of this.properties) {
      props[property] = {
        type: properties[property].type === "boolean"
          ? "boolean"
          : "string",
        label: properties[property].displayName,
        description: properties[property].description ?? `Value of ${properties[property].displayName}`,
      };
    }
    return props;
  },
  async run({ $ }) {
    const { properties } = await this.ironclad.getRecordsSchema();
    const propertiesData = {};
    for (const property of this.properties) {
      propertiesData[property] = {
        type: properties[property].type,
        value: this[property],
      };
    }

    const response = await this.ironclad.createRecord({
      $,
      data: {
        name: this.name,
        type: this.type,
        links: this.links?.length && this.links.map((link) => ({
          recordId: link,
        })),
        parent: this.parent && {
          recordId: this.parent,
        },
        children: this.children?.length && this.children.map((child) => ({
          recordId: child,
        })),
        properties: propertiesData,
      },
    });
    $.export("$summary", `Created record 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
Ironclad	`ironclad`	`app`	This component uses the Ironclad app.
Name	`name`	`string`	Name of the record
Type	`type`	`string`	Select a value from the drop down menu.
Links	`links`	`string[]`	Select a value from the drop down menu.
Parent	`parent`	`string`	Select a value from the drop down menu.
Children	`children`	`string[]`	Select a value from the drop down menu.
Properties	`properties`	`string[]`	Select a value from the drop down menu.

Action Authentication#

Ironclad uses OAuth authentication. When you connect your Ironclad account, Pipedream will open a popup window where you can sign into Ironclad and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Ironclad API.

Pipedream requests the following authorization scopes when you connect your account:

scim.users.readUserspublic.workflows.readWorkflowspublic.records.readSchemaspublic.records.readRecordspublic.records.createRecordspublic.workflows.createWorkflowspublic.workflows.updateWorkflowspublic.webhooks.createWebhookspublic.webhooks.deleteWebhookspublic.workflows.readSchemas

Create Record with Ironclad API on New or Updated Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Ironclad, 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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