Add subscriber with Moosend API on New User from Zoho CRM API

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Trigger workflow on

New User from the Zoho CRM API

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Add subscriber with the Moosend API

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Getting Started#

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

Select this integration
Configure the New User trigger
1. Connect your Zoho CRM account
2. Configure Polling Interval
3. Select a User Type
Configure the Add subscriber action
1. Connect your Moosend account
2. Configure Email
3. Select a Mailing List ID
4. Optional- Configure Name
5. Optional- Configure Has External Double Opt In
6. Optional- Configure Custom Fields
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 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

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/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);
    },
  },
};

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.
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" }`

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 subscriber on Moosend

Description:Adds a new subscriber to the specified mailing list. If there is already a subscriber with the specified email address in the list, an update will be performed instead. The rate limit for this request is 10 requests per 10 seconds (*per API key). See the [docs](https://moosendapp.docs.apiary.io/#reference/subscribers/add-or-update-subscribers/adding-subscribers) for more info.

Version:0.2.0

Key:moosend-add-subscriber

View on GitHub

Moosend Overview#

The Moosend API offers a robust platform for email marketing automation, enabling you to manage subscribers, email campaigns, and mailing lists. With its integration on Pipedream, you can automate workflows that respond to events in real-time, like new subscriber additions or campaign status updates. This seamless connection allows for the automation of tasks such as syncing subscriber data across platforms, triggering personalized email sequences, or generating detailed analytics reports by combining data from multiple sources.

Action Code#

import app from "../../moosend.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "moosend-add-subscriber",
  name: "Add subscriber",
  description: "Adds a new subscriber to the specified mailing list. If there is already a subscriber with the specified email address in the list, an update will be performed instead. The rate limit for this request is 10 requests per 10 seconds (*per API key). See the [docs](https://moosendapp.docs.apiary.io/#reference/subscribers/add-or-update-subscribers/adding-subscribers) for more info.",
  version: "0.2.0",
  type: "action",
  props: {
    app,
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the member",
    },
    mailingListId: {
      propDefinition: [
        app,
        "mailingListId",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the subscriber. Example: `John Doe`.",
      optional: true,
    },
    hasExternalDoubleOptIn: {
      type: "string",
      label: "Has External Double Opt In",
      description: "When `true`, flags the added member as having given their subscription consent by other means.",
      optional: true,
    },
    customFields: {
      type: "string[]",
      label: "Custom Fields",
      description: "A list of name-value pairs that match the member's custom fields defined in the mailing list. For example, if you have two custom fields named `Age` and `Country`, you should specify values for them as following example. `Age=25` and `Country=USA`.",
      optional: true,
    },
  },
  methods: {
    addSubscriber({
      mailingListId, ...args
    } = {}) {
      return this.app.create({
        path: `/subscribers/${mailingListId}/subscribe.json`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      email,
      mailingListId,
      name,
      hasExternalDoubleOptIn,
      customFields,
    } = this;

    const response = await this.addSubscriber({
      step,
      mailingListId,
      data: {
        Name: name,
        Email: email,
        HasExternalDoubleOptIn: hasExternalDoubleOptIn,
        CustomFields: utils.parseArray(customFields),
      },
    });

    if (response?.Error) {
      throw new Error(response.Error);
    }

    step.export("$summary", `Successfully added subscriber ${email} to mailing list \`${mailingListId}\``);

    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
Moosend	`app`	`app`	This component uses the Moosend app.
Email	`email`	`string`	The email address of the member
Mailing List ID	`mailingListId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the subscriber. Example: `John Doe`.
Has External Double Opt In	`hasExternalDoubleOptIn`	`string`	When `true`, flags the added member as having given their subscription consent by other means.
Custom Fields	`customFields`	`string[]`	A list of name-value pairs that match the member's custom fields defined in the mailing list. For example, if you have two custom fields named `Age` and `Country`, you should specify values for them as following example. `Age=25` and `Country=USA`.

Add subscriber with Moosend API on New User from Zoho CRM API

Pipedream makes it easy to connect APIs for Moosend, 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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