← Zoho CRM + Alpaca integrations

Cancel All Orders with Alpaca API on New Contact (Instant) from Zoho CRM API

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New Contact (Instant) from the Zoho CRM API
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Cancel All Orders with the Alpaca API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Alpaca 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 Contact (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Cancel All Orders action
    1. Connect your Alpaca account
    2. Optional- Configure Paper API
  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 contact is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-contact

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-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    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:Attempts to cancel all open orders. A response will be provided for each order that is attempted to be cancelled. If an order is no longer cancelable, the server reject the request, [See the docs](https://alpaca.markets/docs/api-references/trading-api/orders/#cancel-all-orders)
Version:0.0.1
Key:alpaca-cancel-all-orders

Alpaca Overview

Alpaca API allows you to harness the power of automated trading by providing an interface to manage your stock and equity portfolio through simple API calls. It's particularly suited for building trading bots, algorithmic trading strategies, or just automating interactions with your investment portfolio. Whether you're looking to place trades based on specific market conditions, automatically adjust your portfolio in response to certain triggers, or simply streamline your investment activities, Alpaca's trading API offers a robust solution.

Action Code

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

export default {
  type: "action",
  key: "alpaca-cancel-all-orders",
  version: "0.0.1",
  name: "Cancel All Orders",
  description: "Attempts to cancel all open orders. A response will be provided for each order that is attempted to be cancelled. If an order is no longer cancelable, the server reject the request, [See the docs](https://alpaca.markets/docs/api-references/trading-api/orders/#cancel-all-orders)",
  props: {
    app,
    isPaperAPI: {
      propDefinition: [
        app,
        "isPaperAPI",
      ],
    },
  },
  async run ({ $ }) {
    const response = await this.app.cancelAllOrders({
      $,
      isPaperAPI: this.isPaperAPI,
    });
    // eslint-disable-next-line multiline-ternary
    $.export("$summary", `${response.length} order${response.length == 1 ? "" : "s"} has been cancelled.`);
    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.

LabelPropTypeDescription
AlpacaappappThis component uses the Alpaca app.
Paper APIisPaperAPIboolean

Set to true if Paper API is used. Default is false.

Action Authentication

Alpaca uses OAuth authentication. When you connect your Alpaca account, Pipedream will open a popup window where you can sign into Alpaca and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Alpaca API.

Pipedream requests the following authorization scopes when you connect your account:

account:writetradingdata

About Alpaca

Commission-Free API First Stock Brokerage

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