Create Customer with Teamwork Desk API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Create Customer with the Teamwork Desk API

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Getting Started#

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

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create Customer action
1. Connect your Teamwork Desk account
2. Optional- Configure Address
3. Optional- Configure Avatar URL
4. Select a Company
5. Configure Email
6. Optional- Configure External Id
7. Optional- Configure Extra Data
8. Optional- Configure Facebook URL
9. Optional- Configure First Name
10. Optional- Configure Job Title
11. Optional- Configure Last Name
12. Optional- Configure LinkedinURL
13. Optional- Configure Mobile
14. Optional- Configure Notes
15. Optional- Configure Organization
16. Optional- Select a Permission
17. Optional- Configure Phone
18. Optional- Configure Twitter Handle
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.
Events	`events`	`string[]`	Select a value from the drop down menu.

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 Customer on Teamwork Desk

Description:Create a new customer [See the documentation](https://apidocs.teamwork.com/docs/desk/fe69a0fb1007a-create-a-new-customer)

Version:0.0.1

Key:teamwork_desk-create-customer

View on GitHub

Teamwork Desk Overview#

The Teamwork Desk API provides the means to programmatically access and manipulate customer support ticket data. By integrating it with Pipedream, you can automate ticketing workflows, streamline customer interactions, and connect support data with other business tools. Whether syncing tickets to a CRM, setting up custom alerts, or generating reports, the API's capabilities allow for a variety of automations to enhance support operations.

Action Code#

import teamworkDesk from "../../teamwork_desk.app.mjs";

export default {
  key: "teamwork_desk-create-customer",
  name: "Create Customer",
  version: "0.0.1",
  description: "Create a new customer [See the documentation](https://apidocs.teamwork.com/docs/desk/fe69a0fb1007a-create-a-new-customer)",
  type: "action",
  props: {
    teamworkDesk,
    address: {
      propDefinition: [
        teamworkDesk,
        "address",
      ],
      optional: true,
    },
    avatarURL: {
      propDefinition: [
        teamworkDesk,
        "avatarURL",
      ],
      optional: true,
    },
    companyId: {
      propDefinition: [
        teamworkDesk,
        "companyId",
      ],
    },
    email: {
      propDefinition: [
        teamworkDesk,
        "email",
      ],
    },
    externalId: {
      propDefinition: [
        teamworkDesk,
        "externalId",
      ],
      optional: true,
    },
    extraData: {
      propDefinition: [
        teamworkDesk,
        "extraData",
      ],
      optional: true,
    },
    facebookURL: {
      propDefinition: [
        teamworkDesk,
        "facebookURL",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        teamworkDesk,
        "firstName",
      ],
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        teamworkDesk,
        "jobTitle",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        teamworkDesk,
        "lastName",
      ],
      optional: true,
    },
    linkedinURL: {
      propDefinition: [
        teamworkDesk,
        "linkedinURL",
      ],
      optional: true,
    },
    mobile: {
      propDefinition: [
        teamworkDesk,
        "mobile",
      ],
      optional: true,
    },
    notes: {
      propDefinition: [
        teamworkDesk,
        "notes",
      ],
      optional: true,
    },
    organization: {
      propDefinition: [
        teamworkDesk,
        "organization",
      ],
      optional: true,
    },
    permission: {
      propDefinition: [
        teamworkDesk,
        "permission",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        teamworkDesk,
        "phone",
      ],
      optional: true,
    },
    twitterHandle: {
      propDefinition: [
        teamworkDesk,
        "twitterHandle",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      teamworkDesk,
      companyId,
      email,
      ...data
    } = this;

    const response = await teamworkDesk.createCustomer({
      $,
      data: {
        customer: data,
        included: {
          companies: [
            {
              id: companyId,
              delete: false,
            },
          ],
          contacts: [
            {
              value: email,
              type: "email",
              isMain: true,
            },
          ],
        },
      },
    });

    $.export("$summary", `A new customer with Id: ${response.customer?.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
Teamwork Desk	`teamworkDesk`	`app`	This component uses the Teamwork Desk app.
Address	`address`	`string`	Customer address.
Avatar URL	`avatarURL`	`string`	Customer avatar URL.
Company	`companyId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The email address of the customer. Email ticket replies and chat transcriptions will be sent to the customer at this address.
External Id	`externalId`	`string`	Customer external ID.
Extra Data	`extraData`	`string`	Provides a free-form reference field for additional customer information.
Facebook URL	`facebookURL`	`string`	The Facebook URL address of the customer.
First Name	`firstName`	`string`	The first name of the customer.
Job Title	`jobTitle`	`string`	Customer job title.
Last Name	`lastName`	`string`	The last name of the customer.
LinkedinURL	`linkedinURL`	`string`	The Linkedin URL address of the customer.
Mobile	`mobile`	`string`	The customer mobile.
Notes	`notes`	`string`	Provides a free-form reference field for additional customer information.
Organization	`organization`	`string`	Organization is the name of the organization that the Customer is in. This feature has been deprecated in favor of `companies`.
Permission	`permission`	`string`	Select a value from the drop down menu:`ownall`
Phone	`phone`	`string`	Customer phone.
Twitter Handle	`twitterHandle`	`string`	The Twitter Handle of the customer.

Action Authentication#

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

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

Create Customer with Teamwork Desk API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Teamwork Desk, 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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