← Zoho CRM + Vivocalendar integrations

Create Appointment with Vivocalendar API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Vivocalendar, Zoho CRM and 2,400+ other apps remarkably fast.

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New Contact (Instant) from the Zoho CRM API
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Create Appointment with the Vivocalendar API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Vivocalendar 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 Create Appointment action
    1. Connect your Vivocalendar account
    2. Select a User ID
    3. Select a Service ID
    4. Configure Appointment Start Time
    5. Configure Appointment Date
    6. Configure Appointment End Time
    7. Optional- Configure Appointment Title
    8. Optional- Configure Appointment Price
    9. Configure Appointment Duration
    10. Optional- Configure Appointment Description
    11. Configure Customer Name
    12. Optional- Configure Customer Email
  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:Creates a new appointment. [See the documentation](https://app.vivocalendar.com/api-docs/index.html)
Version:0.0.1
Key:vivocalendar-create-appointment

Vivocalendar Overview

Vivocalendar API lets you interact with the Vivocalendar platform to manage events, calendars, and reminders. Within Pipedream, you can use this API to automate tasks, sync data across different calendar services, or create personalized notifications that fit into your workflow. Leveraging Pipedream's ability to integrate with numerous services, you can build custom automations that trigger on calendar events, process data, and perform actions in response.

Action Code

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

export default {
  key: "vivocalendar-create-appointment",
  name: "Create Appointment",
  description: "Creates a new appointment. [See the documentation](https://app.vivocalendar.com/api-docs/index.html)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    userId: {
      propDefinition: [
        app,
        "staffUserId",
      ],
    },
    serviceId: {
      propDefinition: [
        app,
        "serviceId",
      ],
    },
    startTime: {
      propDefinition: [
        app,
        "appointmentStartTime",
      ],
    },
    date: {
      propDefinition: [
        app,
        "appointmentDate",
      ],
    },
    endTime: {
      propDefinition: [
        app,
        "appointmentEndTime",
      ],
    },
    title: {
      type: "string",
      label: "Appointment Title",
      description: "The title of the appointment",
      optional: true,
    },
    price: {
      type: "integer",
      label: "Appointment Price",
      description: "The price of the appointment",
      optional: true,
      default: 0,
    },
    duration: {
      type: "integer",
      label: "Appointment Duration",
      description: "The duration of the appointment in minutes",
    },
    description: {
      type: "string",
      label: "Appointment Description",
      description: "The description of the appointment",
      optional: true,
    },
    customerName: {
      propDefinition: [
        app,
        "customerName",
      ],
    },
    customerEmail: {
      propDefinition: [
        app,
        "customerEmail",
      ],
    },
  },
  methods: {
    createAppointment(args = {}) {
      return this.app.post({
        path: "/appointments",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createAppointment,
      userId,
      serviceId,
      startTime,
      date,
      endTime,
      title,
      description,
      price,
      duration,
      customerName,
      customerEmail,
    } = this;

    const response = await createAppointment({
      $,
      params: {
        "appointment[user_id]": userId,
        "appointment[service_id]": serviceId,
        "appointment[appointment_start_time]": startTime,
        "appointment[appointment_date]": date,
        "appointment[appointment_end_time]": endTime,
        "appointment[price]": price,
        "appointment[title]": title,
        "appointment[duration]": duration,
        "appointment[description]": description,
        "customer[name]": customerName,
        "customer[email]": customerEmail,
      },
    });

    $.export("$summary", `Successfully created appointment with ID \`${response?.response?.appointment?.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.

LabelPropTypeDescription
VivocalendarappappThis component uses the Vivocalendar app.
User IDuserIdstringSelect a value from the drop down menu.
Service IDserviceIdstringSelect a value from the drop down menu.
Appointment Start TimestartTimestring

The start time of the appointment. Eg 16:30

Appointment Datedatestring

The date of the appointment. Eg 2024-01-01

Appointment End TimeendTimestring

The end time of the appointment. Eg 17:30

Appointment Titletitlestring

The title of the appointment

Appointment Pricepriceinteger

The price of the appointment

Appointment Durationdurationinteger

The duration of the appointment in minutes

Appointment Descriptiondescriptionstring

The description of the appointment

Customer NamecustomerNamestring

The name of the customer

Customer EmailcustomerEmailstring

The email address of the customer

Action Authentication

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

About Vivocalendar

The all-in-one appointment scheduler.

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