Create Appointment with Nectar CRM API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Create Appointment with the Nectar CRM API

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Getting Started#

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

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create Appointment action
1. Connect your Nectar CRM account
2. Select a Contact ID
3. Configure Subject
4. Configure Begin Date
5. Configure Finish Date
6. Optional- Configure Description
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.
Events	`events`	`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#

Create Appointment on Nectar CRM

Description:Created a new appointment. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/compromissos/criar)

Version:0.0.1

Key:nectar_crm-create-appointment

View on GitHub

Nectar CRM Overview#

The Nectar CRM API enables users to streamline customer relationship management by automating tasks and syncing data across various platforms. With this API on Pipedream, you can perform actions like updating contact details, managing deals, tracking customer interactions, and generating reports. These capabilities can be leveraged to create custom, automated workflows that save time and keep your sales processes efficient.

Action Code#

import { defineAction } from "@pipedream/types";
import nectar_crm from "../../app/nectar_crm.app.mjs";
export default defineAction({
    key: "nectar_crm-create-appointment",
    name: "Create Appointment",
    description: "Created a new appointment. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/compromissos/criar)",
    version: "0.0.1",
    type: "action",
    props: {
        nectar_crm,
        contactId: {
            propDefinition: [
                nectar_crm,
                "contactId",
            ],
        },
        subject: {
            label: "Subject",
            description: "The subject of the appointment",
            type: "string",
        },
        beginDate: {
            label: "Begin Date",
            description: "The begin date of the appointment. E.g. `2022-07-20T00:00:00-03:00`",
            type: "string",
        },
        finishDate: {
            label: "Finish Date",
            description: "The finish date of the appointment. E.g. `2022-07-20T00:00:00-03:00`",
            type: "string",
        },
        description: {
            label: "Description",
            description: "The description of the appointment",
            type: "string",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.nectar_crm.createAppointment({
            $,
            data: {
                assunto: this.subject,
                cliente: {
                    id: this.contactId,
                },
                dataInicio: this.beginDate,
                dataFim: this.finishDate,
                descricao: this.description,
            },
        });
        $.export("$summary", `Successfully created appointment with id ${response.id}`);
        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
Nectar CRM	`nectar_crm`	`app`	This component uses the Nectar CRM app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	The subject of the appointment
Begin Date	`beginDate`	`string`	The begin date of the appointment. E.g. `2022-07-20T00:00:00-03:00`
Finish Date	`finishDate`	`string`	The finish date of the appointment. E.g. `2022-07-20T00:00:00-03:00`
Description	`description`	`string`	The description of the appointment

Action Authentication#

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

To retrieve your API key,

Navigate to your NectarCRM it account and sign in
Go to “Settings” > “Integrations” > “API”

Create Appointment with Nectar CRM API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Nectar CRM, 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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