Create or Update User with Vero API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API

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Create or Update User with the Vero API

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Getting Started#

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

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create or Update User action
1. Connect your Vero account
2. Configure ID
3. Configure Email
4. Optional- Configure Channels
5. Optional- 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 Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-lead

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-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    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 or Update User on Vero

Description:This endpoint creates a new user profile if the user doesn't exist yet. Otherwise, the user profile is updated based on the properties provided. [See the documentation](https://developers.getvero.com/track-api-reference/#/operations/identify)

Version:0.0.2

Key:vero-create-or-update-user

View on GitHub

Vero Overview#

Vero's API allows you to automate email marketing tasks such as managing campaigns, users, and events. Integrating Vero with Pipedream enables you to create workflows that respond to various triggers, like webhooks or schedules, and carry out actions such as sending emails, segmenting users, or tracking events. This integration can be a powerful tool to personalize your marketing efforts and respond in real-time to your customers' interactions.

Action Code#

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

export default {
  type: "action",
  key: "vero-create-or-update-user",
  name: "Create or Update User",
  version: "0.0.2",
  description: "This endpoint creates a new user profile if the user doesn't exist yet. Otherwise, the user profile is updated based on the properties provided. [See the documentation](https://developers.getvero.com/track-api-reference/#/operations/identify)",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "id",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    channels: {
      type: "string[]",
      label: "Channels",
      description: "A valid JSON array containing hashes of key/value pairs that represent the user's device token. Each hash should represent a single device token and include the fields type, address, and platform. Ex: `{\"type\":\"push\", \"address\":\"UNIQUE_DEVICE_TOKEN\", \"platform\":\"android\"}`",
      optional: true,
    },
    data: {
      type: "object",
      label: "Data",
      description: "A valid JSON hash containing key value pairs that represent the custom user properties you want to update. The locale, timezone and userAgent attributes are reserved properties that may be updated automatically by our SDKs. You can use these properties but bear in mind they may be overwritten if using our SDKs or integrations. All other keys are freeform and can be defined by you. Ex: `{\"first_name\":\"Damien\",\"last_name\":\"Brzoska\",\"timezone\":-10}`",
      optional: true,
    },
  },
  methods: {
    parseChannels(data) {
      if (!data) {
        return null;
      }
      const parsed = [];
      for (let i = 0; i < data.length; i++) {
        let item;
        try {
          item = JSON.parse(data[i]);
        } catch (err) {
          throw new ConfigurationError(`Invalid JSON in channels property at index ${i}: ${err.message}`);
        }

        if (Array.isArray(item)) {
          throw new ConfigurationError(`Invalid JSON in channels property at index ${i}: Expected an object, but received an array. If you want to send multiple items, please create a new child`);
        }

        parsed.push(item);
      }

      return parsed;
    },
  },
  async run({ $ }) {
    const {
      app,
      parseChannels,
      ...rest
    } = this;
    const res = await app.createOrUpdateUser({
      ...rest,
      channels: parseChannels(rest.channels),
    });
    $.export("summary", `User with id "${rest.id}" created or updated successfully`);
    return res;
  },
};

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
Vero	`app`	`app`	This component uses the Vero app.
ID	`id`	`string`	The unique identifier of the customer.
Email	`email`	`string`	The email address of the customer.
Channels	`channels`	`string[]`	A valid JSON array containing hashes of key/value pairs that represent the user's device token. Each hash should represent a single device token and include the fields type, address, and platform. Ex: `{"type":"push", "address":"UNIQUE_DEVICE_TOKEN", "platform":"android"}`
Data	`data`	`object`	A valid JSON hash containing key value pairs that represent the custom user properties you want to update. The locale, timezone and userAgent attributes are reserved properties that may be updated automatically by our SDKs. You can use these properties but bear in mind they may be overwritten if using our SDKs or integrations. All other keys are freeform and can be defined by you. Ex: `{"first_name":"Damien","last_name":"Brzoska","timezone":-10}`

Action Authentication#

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

To retrieve your Auth Token,

Navigate to your Vero account and sign in
Go to “Configuration” > “Settings” > “Project Details” > "API Credentials" > Auth Token

Create or Update User with Vero API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Vero, 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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