New User from Zoho CRM API

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New User from the Zoho CRM API

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Getting Started#

Trigger a workflow on New User with Zoho CRM API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the New User trigger
1. Connect your Zoho CRM account
2. Configure Polling Interval
3. Select a User Type
Add steps to connect to 2,500+ APIs using code and no-code building blocks
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

New User on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-user

View on GitHub

Code#

import common from "../common/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho API on this schedule
User Type	`userType`	`string`	Select a value from the drop down menu:`{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }`

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