Add or Update a contact with Brevo API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API

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Add or Update a contact with the Brevo API

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Getting Started#

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

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Add or Update a contact action
1. Connect your Brevo account
2. Optional- Select a Contact
3. Configure Email
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.
Module	`moduleInfo`	`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#

Add or Update a contact on Brevo

Description:Add or Update a contact

Version:0.0.3

Key:brevo-add-or-update-contact

View on GitHub

Brevo Overview#

The Brevo API lets you automate and integrate your user and access management tasks right within Pipedream. With Brevo's API, you can manage users, groups, permissions, and more, streamlining how you control access to your resources. By crafting workflows on Pipedream, you can connect Brevo with other apps to create custom, automated processes that suit your specific business needs.

Action Code#

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

export default {
  key: "brevo-add-or-update-contact",
  name: "Add or Update a contact",
  description: "Add or Update a contact",
  version: "0.0.3",
  type: "action",
  props: {
    brevo,
    providedIdentifier: {
      type: "string",
      label: "Contact",
      description: "Email OR ID of the contact, if not present the contact will be inserted, it will be used to search the contact, if it can be found the contact will be updated else it will be inserted",
      optional: true,
      reloadProps: true,
      async options({ prevContext }) {
        return this.brevo.getContactsPaginated(prevContext, false);
      },
    },
    email: {
      type: "string",
      label: "Email",
      description: "To either be inserted or updated",
    },
  },
  async additionalProps() {
    const attributesList = await this.brevo.getContactAttributes(this);
    const attributesFields = attributesList.attributes
      .filter((attr) => attr.category === "normal")
      .reduce((acc, actual) => {
        acc[`attribute-${actual.name}`] = {
          type: "string",
          label: actual.name.replace(/(^\w|\s\w)(\S*)/g, (_, m1, m2) => m1.toUpperCase() + m2.toLowerCase()),
          description: "To either be inserted or updated",
          optional: true,
        };
        return acc;
      }, {});
    const dynamicProps = {
      ...attributesFields,
      listIds: {
        type: "string[]",
        label: "Lists",
        description: "Array with ids of each list to be either inserted or updated,\n\n**On update the contact will be removed from previous lists**",
        options: async ({ prevContext }) => {
          return this.brevo.getListsPaginated(prevContext);
        },
      },
    };
    return dynamicProps;
  },
  async run({ $ }) {
    let identifier = this.providedIdentifier;
    const listIds = Object.keys(this.listIds).map((key) => parseInt(this.listIds[key], 10));
    let contact = null;
    if (identifier) {
      try {
        contact = await this.brevo.existingContactByIdentifier($,
          identifier);
      } catch (e) {
        contact = null;
      }
    }

    const attributes = {
      EMAIL: this.email,
    };
    for (let key of Object.keys(this).filter((k) => k.startsWith("attribute-"))) {
      const attribute = this[key];
      if (attribute) {
        attributes[key.replace("attribute-", "")] = attribute;
      }
    }
    $.export("Defined attributes", attributes);

    if (contact) {
      try {
        identifier = contact.id;
        const unlinkListIds = contact.listIds.filter((el) => !listIds.includes(el));
        await this.brevo.updateContact(
          $,
          identifier,
          attributes,
          listIds,
          unlinkListIds,
        );

        $.export("$summary", `Successfully updated contact "${identifier}"`);
      } catch ({ response: { data } }) {
        let errorMessage = data.message;
        if (data.message === "Contact already exist") {
          errorMessage = `A contact with email ${this.email} already exists!`;
        }
        throw new Error(errorMessage);
      }
    } else {
      const inserted = await this.brevo.addContact(
        $,
        attributes,
        listIds,
      );
      identifier = inserted.id;
      $.export("$summary", `Successfully inserted contact "${identifier}"`);
    }
    return this.brevo.existingContactByIdentifier(
      $,
      encodeURIComponent(identifier),
    );
  },
};

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
Brevo	`brevo`	`app`	This component uses the Brevo app.
Contact	`providedIdentifier`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	To either be inserted or updated

Add or Update a contact with Brevo API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Brevo, 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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