Create Order with Remote Retrieval API on New or Updated Contact (Instant) from Zoho CRM API

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

Trigger workflow on

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

Next, do this

Create Order with the Remote Retrieval API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Remote Retrieval 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 Order action
1. Connect your Remote Retrieval account
2. Select a Type of Equipment
3. Select a Order Type
4. Configure Employee Email
5. Configure Employee Name
6. Configure Employee Address Line 1
7. Optional- Configure Employee Address Line 2
8. Configure Employee City
9. Configure Employee State
10. Configure Employee Country
11. Configure Employee Zip
12. Configure Employee Phone
13. Configure Return Person Name
14. Configure Return Company Name
15. Configure Return Address Line 1
16. Optional- Configure Return Address Line 2
17. Configure Return Address City
18. Configure Return Address State
19. Configure Return Address Country
20. Configure Return Address Zip
21. Configure Company Email
22. Configure Company Phone
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 Order on Remote Retrieval

Description:Create order in Remote Retrieval. [See the documentation](https://www.remoteretrieval.com/api-integration/#create-order)

Version:0.0.2

Key:remote_retrieval-create-order

View on GitHub

Remote Retrieval Overview#

The Remote-Retriever API is tailored for automating the retrieval of contact information, enhancing your CRM data, or developing lead generation tools. By integrating it with Pipedream, you can efficiently extract valuable data and automate workflows for marketing, sales, or customer support. Pipedream’s serverless platform allows you to connect Retriever with numerous other apps, triggering actions based on new data, or updating systems instantly.

Action Code#

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

export default {
  key: "remote_retrieval-create-order",
  name: "Create Order",
  description: "Create order in Remote Retrieval. [See the documentation](https://www.remoteretrieval.com/api-integration/#create-order)",
  version: "0.0.2",
  type: "action",
  props: {
    app,
    typeOfEquipment: {
      propDefinition: [
        app,
        "typeOfEquipment",
      ],
    },
    orderType: {
      propDefinition: [
        app,
        "orderType",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    addressLine1: {
      propDefinition: [
        app,
        "addressLine1",
      ],
    },
    addressLine2: {
      propDefinition: [
        app,
        "addressLine2",
      ],
    },
    addressCity: {
      propDefinition: [
        app,
        "addressCity",
      ],
    },
    addressState: {
      propDefinition: [
        app,
        "addressState",
      ],
    },
    addressCountry: {
      propDefinition: [
        app,
        "addressCountry",
      ],
    },
    addressZip: {
      propDefinition: [
        app,
        "addressZip",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    returnPersonName: {
      propDefinition: [
        app,
        "returnPersonName",
      ],
    },
    returnCompanyName: {
      propDefinition: [
        app,
        "returnCompanyName",
      ],
    },
    returnAddressLine1: {
      propDefinition: [
        app,
        "returnAddressLine1",
      ],
    },
    returnAddressLine2: {
      propDefinition: [
        app,
        "returnAddressLine2",
      ],
    },
    returnAddressCity: {
      propDefinition: [
        app,
        "returnAddressCity",
      ],
    },
    returnAddressState: {
      propDefinition: [
        app,
        "returnAddressState",
      ],
    },
    returnAddressCountry: {
      propDefinition: [
        app,
        "returnAddressCountry",
      ],
    },
    returnAddressZip: {
      propDefinition: [
        app,
        "returnAddressZip",
      ],
    },
    companyEmail: {
      propDefinition: [
        app,
        "companyEmail",
      ],
    },
    companyPhone: {
      propDefinition: [
        app,
        "companyPhone",
      ],
    },
  },

  async run({ $ }) {
    const response = await this.app.createOrder({
      $,
      data: {
        orders: [
          {
            type_of_equipment: this.typeOfEquipment,
            order_type: this.orderType,
            employee_info: {
              email: this.email,
              name: this.name,
              address_line_1: this.addressLine1,
              address_line_2: this.addressLine2 || "",
              address_city: this.addressCity,
              address_state: this.addressState,
              address_country: this.addressCountry,
              address_zip: this.addressZip,
              phone: this.phone,
            },
            company_info: {
              return_person_name: this.returnPersonName,
              return_company_name: this.returnCompanyName,
              return_address_line_1: this.returnAddressLine1,
              return_address_line_2: this.returnAddressLine2 || "",
              return_address_city: this.returnAddressCity,
              return_address_state: this.returnAddressState,
              return_address_country: this.returnAddressCountry,
              return_address_zip: this.returnAddressZip,
              email: this.companyEmail,
              phone: this.companyPhone,
            },
          },
        ],
      },
    });
    $.export("$summary", "Successfully created order");
    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
Remote Retrieval	`app`	`app`	This component uses the Remote Retrieval app.
Type of Equipment	`typeOfEquipment`	`string`	Select a value from the drop down menu:`LaptopMonitor`
Order Type	`orderType`	`string`	Select a value from the drop down menu:`Return To CompanySell this Equipment`
Employee Email	`email`	`string`	Employee email address
Employee Name	`name`	`string`	Employee full name
Employee Address Line 1	`addressLine1`	`string`	Employee Address in line 1
Employee Address Line 2	`addressLine2`	`string`	Employee Address in line 2, it is not a mandatory field
Employee City	`addressCity`	`string`	Employee city
Employee State	`addressState`	`string`	Employee state
Employee Country	`addressCountry`	`string`	Employee country
Employee Zip	`addressZip`	`string`	Employee zip
Employee Phone	`phone`	`string`	Employee phone
Return Person Name	`returnPersonName`	`string`	Company person name
Return Company Name	`returnCompanyName`	`string`	Company name
Return Address Line 1	`returnAddressLine1`	`string`	Company address in line 1
Return Address Line 2	`returnAddressLine2`	`string`	Company address in line 2, it is not a mandatory field
Return Address City	`returnAddressCity`	`string`	Company city
Return Address State	`returnAddressState`	`string`	Company state
Return Address Country	`returnAddressCountry`	`string`	Company country
Return Address Zip	`returnAddressZip`	`string`	Company zip
Company Email	`companyEmail`	`string`	Company email
Company Phone	`companyPhone`	`string`	Company phone

Create Order with Remote Retrieval API on New or Updated Contact (Instant) from Zoho CRM API

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

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular