Create a Parent/Child Connection with Planview Leankit API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Planview Leankit, Zoho CRM and 2,400+ other apps remarkably fast.

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New Contact (Instant) from the Zoho CRM API

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Create a Parent/Child Connection with the Planview Leankit API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Planview Leankit 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 a Parent/Child Connection action
1. Connect your Planview Leankit account
2. Select a Card Id
3. Select a Board Id
4. Optional- Select one or more Parent Card Ids
5. Optional- Select one or more Child Card Ids
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 a Parent/Child Connection on Planview Leankit

Description:Add parent or child connection to a card. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/connections/create)

Version:0.0.1

Key:planview_leankit-add-connection-to-card

View on GitHub

Planview Leankit Overview#

Planview LeanKit API empowers users to automate and integrate their Kanban workflow management. With this API, you can programmatically access boards, cards, and related data to sync with other systems, trigger actions based on board updates, and extract analytics for reporting purposes.

Action Code#

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

export default {
  key: "planview_leankit-add-connection-to-card",
  name: "Create a Parent/Child Connection",
  version: "0.0.1",
  description: "Add parent or child connection to a card. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/connections/create)",
  type: "action",
  props: {
    planviewLeankit,
    cardId: {
      propDefinition: [
        planviewLeankit,
        "cardId",
      ],
    },
    boardId: {
      propDefinition: [
        planviewLeankit,
        "boardId",
      ],
      description: "The ID of the board you want to select cards from.",
    },
    parentCardId: {
      propDefinition: [
        planviewLeankit,
        "parentCardId",
        ({ boardId }) => ({
          boardId,
        }),
      ],
      optional: true,
    },
    childCardId: {
      propDefinition: [
        planviewLeankit,
        "childCardId",
        ({ boardId }) => ({
          boardId,
        }),
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      planviewLeankit,
      cardId,
      parentCardId,
      childCardId,
    } = this;

    try {
      const response = await planviewLeankit.createConnections({
        $,
        data: {
          cardIds: [
            cardId,
          ],
          connections: {
            parents: parentCardId,
            children: childCardId,
          },
        },
      });

      $.export("$summary", `Connections with ids (${parentCardId.toString()},${childCardId.toString()}) were successfully added!`);
      return response;
    } catch (error) {
      throw new ConfigurationError(error);
    }

  },
};

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
Planview Leankit	`planviewLeankit`	`app`	This component uses the Planview Leankit app.
Card Id	`cardId`	`string`	Select a value from the drop down menu.
Board Id	`boardId`	`string`	Select a value from the drop down menu.
Parent Card Ids	`parentCardId`	`string[]`	Select a value from the drop down menu.
Child Card Ids	`childCardId`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

Planview requires users to enter the email and password they use for their Planview account in order to access their API programmatically. For more information, refer to the Planview documentation.

Pipedream recommends using a strong and unique password for your Planview account.

About Planview Leankit#

Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe.

More Ways to Connect Planview Leankit + Zoho CRM#

Other Popular Integrations#

Create a Parent/Child Connection with Planview Leankit API on New Event (Instant) from Zoho CRM API

Zoho CRM + Planview Leankit

Create a Parent/Child Connection with Planview Leankit API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Planview Leankit, 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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