Create New Document with MongoDB API on New Contact (Instant) from Zoho CRM API

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New Contact (Instant) from the Zoho CRM API

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Create New Document with the MongoDB API

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Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create New Document action
1. Connect your MongoDB account
2. Select a Database
3. Select a Collection
4. Configure Data
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 Contact (Instant) on Zoho CRM

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

Version:0.0.10

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

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 New Document on MongoDB

Description:Create a new document in a collection of your choice. [See the docs here](https://docs.mongodb.com/manual/tutorial/insert-documents/)

Version:0.1.5

Key:mongodb-create-new-document

View on GitHub

MongoDB Overview#

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Action Code#

import mongodbApp from "../../mongodb.app.mjs";

export default {
  key: "mongodb-create-new-document",
  name: "Create New Document",
  description: "Create a new document in a collection of your choice. [See the docs here](https://docs.mongodb.com/manual/tutorial/insert-documents/)",
  version: "0.1.5",
  type: "action",
  props: {
    mongodbApp,
    database: {
      propDefinition: [
        mongodbApp,
        "database",
      ],
    },
    collection: {
      propDefinition: [
        mongodbApp,
        "collection",
        (c) => ({
          database: c.database,
        }),
      ],
    },
    data: {
      label: "Data",
      type: "object",
      description: "The object to be used in document creation. Values will be interpreted as strings. To pass a number, boolean, array, or object, wrap the value in an expression. eg. `{{1}}`",
    },
  },
  async run({ $ }) {
    const document = await this.mongodbApp.createDocument(
      this.data,
      this.database,
      this.collection,
    );
    $.export("$summary", `Document "${document.insertedId}" successfully created`);
    return document;
  },
};

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
MongoDB	`mongodbApp`	`app`	This component uses the MongoDB app.
Database	`database`	`string`	Select a value from the drop down menu.
Collection	`collection`	`string`	Select a value from the drop down menu.
Data	`data`	`object`	The object to be used in document creation. Values will be interpreted as strings. To pass a number, boolean, array, or object, wrap the value in an expression. eg. `{{1}}`

Action Authentication#

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

Before you connect to your Mongo database from Pipedream, please make sure your database is accessible from the public internet. You may need to add a firewall rule allowing connections from 0.0.0.0/0.

Then, enter the details of your Mongo host / database below.

Create New Document with MongoDB API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for MongoDB, Zoho CRM and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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