← Zoho Bigin + Crove integrations

Complete Document with Crove API on New Contact Created (Instant) from Zoho Bigin API

Pipedream makes it easy to connect APIs for Crove, Zoho Bigin and 2,700+ other apps remarkably fast.

Trigger workflow on
New Contact Created (Instant) from the Zoho Bigin API
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Complete Document with the Crove API
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Getting Started

This integration creates a workflow with a Zoho Bigin trigger and Crove 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 Created (Instant) trigger
    1. Connect your Zoho Bigin account
  3. Configure the Complete Document action
    1. Connect your Crove account
    2. Select a Document ID
  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:Emit new event on each created contact.
Version:0.0.1
Key:zoho_bigin-new-contact-created

Zoho Bigin Overview

The Zoho Bigin API provides access to Zoho Bigin's CRM features, allowing you to manage contacts, deals, and tasks programmatically. With Pipedream, you can harness this API to create no-code, serverless workflows that automate tasks between Zoho Bigin and multiple other apps. You can sync data, respond to events in real-time, and augment the capabilities of Zoho Bigin by connecting to over 300 other apps supported by Pipedream.

Trigger Code

import common from "../common/common.mjs";

export default {
  ...common,
  name: "New Contact Created (Instant)",
  version: "0.0.1",
  key: "zoho_bigin-new-contact-created",
  description: "Emit new event on each created contact.",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookEventTypes() {
      return [
        "Contacts.create",
      ];
    },
    async deploy() {
      const { data: calls } = await this.app.getContacts({
        params: {
          per_page: 10,
        },
      });

      await Promise.all(calls.map(this.emitEvent));
    },
    async emitEvent(data) {
      const { data: contacts } = await this.app.getContact({
        contactId: data?.id ?? data?.ids[0],
      });

      const contact = contacts[0];

      await this.$emit(contact, {
        id: contact.id,
        summary: `New contact created with ID ${contact.id}`,
        ts: Date.parse(contact.Created_Time),
      });
    },
  },
};

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 BiginappappThis component uses the Zoho Bigin 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.

Trigger Authentication

Zoho Bigin uses OAuth authentication. When you connect your Zoho Bigin account, Pipedream will open a popup window where you can sign into Zoho Bigin 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 Bigin API.

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

ZohoBigin.modules.ALLZohoBigin.org.readZohoBigin.settings.fields.ALLZohoBigin.settings.layouts.ALLZohoBigin.users.ALLZohoBigin.users.READZohoBigin.notifications.ALLZohoSearch.securesearch.READZohoBigin.settings.ALL

About Zoho Bigin

The easiest CRM to manage your customers.

Action

Description:Mark the document as completed
Version:1.0.2
Key:crove_app-complete-document

Crove Overview

The Crove API offers a suite of tools for automating document creation, customization, and management. Using Pipedream's integration capabilities, you can leverage Crove to generate tailored documents based on dynamic data inputs and trigger actions within other applications. Imagine auto-generating contracts when a deal is marked 'won' in a CRM, or creating personalized onboarding paperwork as soon as a new employee is added to your HR system. With Pipedream, you can connect Crove to a multitude of apps to streamline document workflows and enhance productivity.

Action Code

import croveApp from "../../crove_app.app.mjs";

export default {
  key: "crove_app-complete-document",
  name: "Complete Document",
  description: "Mark the document as completed",
  version: "1.0.2",
  type: "action",
  props: {
    croveApp,
    document_id: {
      propDefinition: [
        croveApp,
        "document_id",
      ],
    },
  },
  async run() {
    const apiUrl = `${this.croveApp._getBaseUrl()}/documents/${this.document_id}/complete/`;
    const config = {
      url: apiUrl,
      method: "POST",
    };
    let response = await this.croveApp._makeRequest(config);

    // Removing returned properties that are not interesting for users
    delete response.response;
    delete response.respondents;
    delete response.symbol_table;
    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
CrovecroveAppappThis component uses the Crove app.
Document IDdocument_idstringSelect a value from the drop down menu.

Action Authentication

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

You can find your API key in the API Keys section of your Crove Workspace Settings.

About Crove

Crove.app helps you to automate your repetitive business documents. With Crove you can create your repetitive business documents as intelligent templates that use variables and logical conditions.

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