Create New Contact with Salesmsg 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 Contact with the Salesmsg API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Salesmsg 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 Contact action
1. Connect your Salesmsg account
2. Configure Number
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Color Index
7. Optional- Configure Contact Integration Id
8. Optional- Configure Phone Type
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.READZohoCRM.signals.ALL

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 Contact on Salesmsg

Description:Create a new contact. [See the documentation](https://documenter.getpostman.com/view/13798866/2s935uHgXp#57f25fd9-2de8-4c9c-97f4-79bf7a6eb255)

Version:0.0.2

Key:salesmsg-create-new-contact

View on GitHub

Salesmsg Overview#

The Salesmsg API facilitates two-way SMS and MMS communications, allowing users to send, receive, and manage messages programmatically. It provides a suite of tools to integrate texting capabilities into various workflows and systems. On Pipedream, you can harness this API to automate conversations, sync with customer databases, trigger notifications, and much more, utilizing Pipedream's serverless platform to connect Salesmsg with a plethora of other apps and services.

Action Code#

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

export default {
  key: "salesmsg-create-new-contact",
  name: "Create New Contact",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  description: "Create a new contact. [See the documentation](https://documenter.getpostman.com/view/13798866/2s935uHgXp#57f25fd9-2de8-4c9c-97f4-79bf7a6eb255)",
  type: "action",
  props: {
    salesmsg,
    number: {
      type: "string",
      label: "Number",
      description: "The phone number of the contact.",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact.",
      optional: true,
    },
    colorIndex: {
      type: "string",
      label: "Color Index",
      description: "The color index of the contact.",
      optional: true,
    },
    contactIntegrationId: {
      type: "string",
      label: "Contact Integration Id",
      description: "The integration id of the contact.",
      optional: true,
    },
    phoneType: {
      type: "string",
      label: "Phone Type",
      description: "The type of the phone number. E.g. **phone, etc**",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      salesmsg,
      firstName,
      lastName,
      colorIndex,
      contactIntegrationId,
      phoneType,
      ...params
    } = this;

    const response = await salesmsg.createContact({
      $,
      params: {
        first_name: firstName,
        last_name: lastName,
        color_index: colorIndex,
        contact_integration_id: contactIntegrationId,
        phone_type: phoneType,
        ...params,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    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
Salesmsg	`salesmsg`	`app`	This component uses the Salesmsg app.
Number	`number`	`string`	The phone number of the contact.
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Email	`email`	`string`	The email of the contact.
Color Index	`colorIndex`	`string`	The color index of the contact.
Contact Integration Id	`contactIntegrationId`	`string`	The integration id of the contact.
Phone Type	`phoneType`	`string`	The type of the phone number. E.g. phone, etc

Action Authentication#

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

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

public-api

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

Pipedream makes it easy to connect APIs for Salesmsg, Zoho CRM and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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