← Zoho CRM + Shopify integrations

Add Products to Custom Collections with Shopify 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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Add Products to Custom Collections with the Shopify API
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Getting Started

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

  1. Select this integration
  2. Configure the New Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Add Products to Custom Collections action
    1. Connect your Shopify account
    2. Select one or more Product IDs
    3. Select one or more Collection IDs
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emits an event each time a new lead is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-lead

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.
LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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

Description:Adds a product or products to a custom collection or collections. [See the docs](https://shopify.dev/docs/api/admin-rest/2023-01/resources/collect#post-collects)
Version:0.0.3
Key:shopify_developer_app-add-product-to-custom-collection

Shopify Overview

The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.

This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.

Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.

Action Code

import shopify from "../../shopify_developer_app.app.mjs";
import common from "../../../shopify/actions/add-product-to-custom-collection/common.mjs";

export default {
  ...common,
  key: "shopify_developer_app-add-product-to-custom-collection",
  name: "Add Products to Custom Collections",
  description: "Adds a product or products to a custom collection or collections. [See the docs](https://shopify.dev/docs/api/admin-rest/2023-01/resources/collect#post-collects)",
  version: "0.0.3",
  type: "action",
  props: {
    shopify,
    productIds: {
      propDefinition: [
        shopify,
        "productId",
      ],
      type: "string[]",
      label: "Product IDs",
    },
    collectionIds: {
      propDefinition: [
        shopify,
        "collectionId",
      ],
      type: "string[]",
      label: "Collection IDs",
      description: "IDs of the collections that the product will be added to",
      optional: false,
    },
  },
};

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.

LabelPropTypeDescription
ShopifyshopifyappThis component uses the Shopify app.
Product IDsproductIdsstring[]Select a value from the drop down menu.
Collection IDscollectionIdsstring[]Select a value from the drop down menu.

Action Authentication

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

Get your Access Token

Create a custom app in Shopify to obtain your Admin API access token. See our detailed instructions here.

Enter your Admin API access token below, and save it in a secure location (we recommend using a password manager such as 1Password)

About Shopify

Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.

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