Create Constituent with Bloomerang 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 Constituent with the Bloomerang API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Bloomerang 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 Constituent action
1. Connect your Bloomerang account
2. Select a Constituent Type
3. Optional- Select a Status
4. Configure Organization Name
5. Configure First Name
6. Configure Last Name
7. Optional- Configure Middle Name
8. Optional- Select a Title
9. Optional- Select a Suffix
10. Optional- Configure Job Title
11. Optional- Select a Gender
12. Optional- Configure Birthdate
13. Optional- Configure Employer
14. Optional- Configure Website
15. Optional- Configure Facebook
16. Optional- Configure Twitter ID
17. Optional- Configure LinkedIn
18. Optional- Select a Preferred Communication Channel
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 Constituent on Bloomerang

Description:Creates a new constituent in Bloomerang. [See the documentation](https://bloomerang.co/product/integrations-data-management/api/rest-api/#/Constituents/post_constituent)

Version:0.0.1

Key:bloomerang-create-constituent

View on GitHub

Action Code#

import bloomerang from "../../bloomerang.app.mjs";
import {
  COMMUNICATION_CHANNEL_OPTIONS,
  CONSTITUENT_GENDER_OPTIONS,
  CONSTITUENT_PREFIX_OPTIONS,
  CONSTITUENT_STATUS_OPTIONS,
  CONSTITUENT_SUFFIX_OPTIONS,
  CONSTITUENT_TYPE_OPTIONS,
} from "../../common/constants.mjs";

export default {
  key: "bloomerang-create-constituent",
  name: "Create Constituent",
  description: "Creates a new constituent in Bloomerang. [See the documentation](https://bloomerang.co/product/integrations-data-management/api/rest-api/#/Constituents/post_constituent)",
  version: "0.0.1",
  type: "action",
  props: {
    bloomerang,
    type: {
      type: "string",
      label: "Constituent Type",
      description: "Filter constituents by type",
      options: CONSTITUENT_TYPE_OPTIONS,
      reloadProps: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the constituent",
      options: CONSTITUENT_STATUS_OPTIONS,
      optional: true,
    },
    fullName: {
      type: "string",
      label: "Organization Name",
      description: "The organization's name of the constituent",
      hidden: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the constituent",
      hidden: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the constituent",
      hidden: true,
    },
    middleName: {
      type: "string",
      label: "Middle Name",
      description: "The middle name of the constituent",
      optional: true,
    },
    prefix: {
      type: "string",
      label: "Title",
      description: "The prefix of the constituent",
      options: CONSTITUENT_PREFIX_OPTIONS,
      optional: true,
    },
    suffix: {
      type: "string",
      label: "Suffix",
      description: "The suffix of the constituent",
      options: CONSTITUENT_SUFFIX_OPTIONS,
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "The job title of the constituent",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "The gender of the constituent",
      options: CONSTITUENT_GENDER_OPTIONS,
      optional: true,
    },
    birthdate: {
      type: "string",
      label: "Birthdate",
      description: "The birth date of the constituent",
      optional: true,
    },
    employer: {
      type: "string",
      label: "Employer",
      description: "The employer of the constituent",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "An website of the constituent",
      optional: true,
    },
    facebookId: {
      type: "string",
      label: "Facebook",
      description: "The constituent's facebook page",
      optional: true,
    },
    twitterId: {
      type: "string",
      label: "Twitter ID",
      description: "The constituent's twitter ID",
      optional: true,
    },
    linkedInId: {
      type: "string",
      label: "LinkedIn",
      description: "The constituent's linkedIn page",
      optional: true,
    },
    preferredCommunicationChannel: {
      type: "string",
      label: "Preferred Communication Channel",
      description: "The preferred comunication channel of the constituent",
      options: COMMUNICATION_CHANNEL_OPTIONS,
      optional: true,
    },
  },
  async additionalProps(props) {
    const isIndividual = this.type === "Individual";
    props.firstName.hidden = !isIndividual;
    props.lastName.hidden = !isIndividual;
    props.fullName.hidden = isIndividual;
    return {};
  },
  async run({ $ }) {
    const data = {
      Type: this.type,
      Status: this.status,
      Prefix: this.prefix,
      Suffix: this.suffix,
      JobTitle: this.jobTitle,
      Gender: this.gender,
      Birthdate: this.birthdate,
      Employer: this.employer,
      Website: this.website,
      FacebookId: this.facebookId,
      TwitterId: this.twitterId,
      LinkedInId: this.linkedInId,
      PreferredCommunicationChannel: this.preferredCommunicationChannel,
    };
    if (this.type === "Individual") {
      data.FirstName = this.firstName;
      data.LastName = this.lastName;
      data.MiddleName = this.middleName;
    } else {
      data.FullName = this.fullName;
    }

    const response = await this.bloomerang.createConstituent({
      $,
      data,
    });

    $.export("$summary", `Successfully created constituent 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
Bloomerang	`bloomerang`	`app`	This component uses the Bloomerang app.
Constituent Type	`type`	`string`	Select a value from the drop down menu:`IndividualOrganization`
Status	`status`	`string`	Select a value from the drop down menu:`ActiveInactiveDeceased`
Middle Name	`middleName`	`string`	The middle name of the constituent
Title	`prefix`	`string`	Select a value from the drop down menu:`Atty.CaptCmdrCoachColDr.Fr.GenGov.Hon.LtMajMasterMissMr.Mrs.Ms.Mx.PastorPres.Prof.PvtRabbiRep.Rev.Sen.SgtSirSr.`
Suffix	`suffix`	`string`	Select a value from the drop down menu:`DDSEsq.IIIIIIVJr.M.D.Ph.D.Sr.V`
Job Title	`jobTitle`	`string`	The job title of the constituent
Gender	`gender`	`string`	Select a value from the drop down menu:`MaleFemaleOther`
Birthdate	`birthdate`	`string`	The birth date of the constituent
Employer	`employer`	`string`	The employer of the constituent
Website	`website`	`string`	An website of the constituent
Facebook	`facebookId`	`string`	The constituent's facebook page
Twitter ID	`twitterId`	`string`	The constituent's twitter ID
LinkedIn	`linkedInId`	`string`	The constituent's linkedIn page
Preferred Communication Channel	`preferredCommunicationChannel`	`string`	Select a value from the drop down menu:`EmailPhoneText MessageMail`

Create Constituent with Bloomerang API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Bloomerang, Zoho CRM and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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