Create Contact Attribute with Piggy API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API

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Create Contact Attribute with the Piggy API

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Getting Started#

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

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Create Contact Attribute action
1. Connect your Piggy account
2. Configure Name
3. Select a Data type
4. Configure Label
5. Configure Descripion
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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 common from "../common/http-based/common-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.

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.
Module	`moduleInfo`	`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 Contact Attribute on Piggy

Description:Creates a contact attribute. [See the documentation](https://docs.piggy.eu/v3/oauth/contact-attributes#:~:text=Create%20Contact%20Attribute)

Version:0.0.1

Key:piggy-create-contact-attribute

View on GitHub

Piggy Overview#

The Piggy API provides a suite of loyalty and reward services allowing businesses to manage customer loyalty programs, offer discounts, and track customer engagement. With Pipedream, you can harness this powerful API to automate various aspects of your loyalty program. You might sync loyalty data with other business systems, trigger emails or notifications based on customer actions, or generate reports on the effectiveness of your loyalty campaigns.

Action Code#

import app from "../../piggy.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Create Contact Attribute",
  version: "0.0.1",
  key: "piggy-create-contact-attribute",
  description: "Creates a contact attribute. [See the documentation](https://docs.piggy.eu/v3/oauth/contact-attributes#:~:text=Create%20Contact%20Attribute)",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the attribute",
    },
    dataType: {
      type: "string",
      label: "Data type",
      description: "Type of the attribute",
      options: constants.DATA_TYPES,
    },
    label: {
      type: "string",
      label: "Label",
      description: "Label of the attribute",
    },
    descripion: {
      type: "string",
      label: "Descripion",
      description: "Description of the attribute",
    },
  },
  async run({ $ }) {
    const response = await this.app.createContactAttribute({
      $,
      data: {
        name: this.name,
        data_type: this.dataType,
        label: this.label,
        description: this.description,
      },
    });

    if (response) {
      $.export("$summary", `Successfully created contact attribute with name ${response.data.name}`);
    }

    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
Piggy	`app`	`app`	This component uses the Piggy app.
Name	`name`	`string`	Name of the attribute
Data type	`dataType`	`string`	Select a value from the drop down menu:`{ "label": "URL", "value": "url" }{ "label": "Text", "value": "text" }{ "label": "Date", "value": "date" }{ "label": "Phone", "value": "phone" }{ "label": "Float", "value": "float" }{ "label": "Color", "value": "color" }{ "label": "Email", "value": "email" }{ "label": "Number", "value": "number" }{ "label": "Select", "value": "select" }{ "label": "Boolean", "value": "boolean" }{ "label": "Rich Text", "value": "rich_text" }{ "label": "Date & Time", "value": "date_time" }{ "label": "Long Text", "value": "long_text" }{ "label": "Date Range", "value": "date_range" }{ "label": "Time Range", "value": "time_range" }{ "label": "Identifier", "value": "identifier" }{ "label": "Birth Date", "value": "birth_date" }{ "label": "File Upload", "value": "file_upload" }{ "label": "Media Upload", "value": "media_upload" }{ "label": "Multi-Select", "value": "multi_select" }{ "label": "License Plate", "value": "license_plate" }`
Label	`label`	`string`	Label of the attribute
Descripion	`descripion`	`string`	Description of the attribute

Create Contact Attribute with Piggy API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Piggy, 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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