Create Contact with Clientify 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 Contact with the Clientify API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Clientify 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 Contact action
1. Connect your Clientify account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Select a Status
7. Optional- Configure Title
8. Optional- Configure Company
9. Optional- Configure Contact Type
10. Optional- Configure Contact Source
11. Optional- Select a Address Type
12. Optional- Configure Street
13. Optional- Configure City
14. Optional- Configure State
15. Optional- Configure Country
16. Optional- Configure Postal Code
17. Optional- Configure Custom Fields
18. Optional- Configure Description
19. Optional- Configure Remarks
20. Optional- Configure Summary
21. Optional- Configure Message
22. Optional- Configure Last Contact
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 Contact on Clientify

Description:Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)

Version:0.0.1

Key:clientify-create-contact

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Action Code#

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

export default {
  key: "clientify-create-contact",
  name: "Create Contact",
  version: "0.0.1",
  description: "Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)",
  type: "action",
  props: {
    clientify,
    firstName: {
      propDefinition: [
        clientify,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        clientify,
        "lastName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        clientify,
        "email",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        clientify,
        "phone",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        clientify,
        "status",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        clientify,
        "title",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        clientify,
        "company",
      ],
      optional: true,
    },
    contactType: {
      propDefinition: [
        clientify,
        "contactType",
      ],
      optional: true,
    },
    contactSource: {
      propDefinition: [
        clientify,
        "contactSource",
      ],
      optional: true,
    },
    addressType: {
      propDefinition: [
        clientify,
        "addressType",
      ],
      optional: true,
    },
    street: {
      propDefinition: [
        clientify,
        "street",
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        clientify,
        "city",
      ],
      optional: true,
    },
    state: {
      propDefinition: [
        clientify,
        "state",
      ],
      optional: true,
    },
    country: {
      propDefinition: [
        clientify,
        "country",
      ],
      optional: true,
    },
    postalCode: {
      propDefinition: [
        clientify,
        "postalCode",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        clientify,
        "customFields",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      optional: true,
    },
    summary: {
      propDefinition: [
        clientify,
        "summary",
      ],
      optional: true,
    },
    message: {
      propDefinition: [
        clientify,
        "message",
      ],
      optional: true,
    },
    lastContact: {
      propDefinition: [
        clientify,
        "lastContact",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      contactType,
      contactSource,
      addressType,
      street,
      city,
      state,
      country,
      postalCode,
      customFields,
      lastContact,
      ...data
    } = this;

    const response = await this.clientify.createContact({
      $,
      data: {
        ...data,
        first_name: firstName,
        last_name: lastName,
        contact_type: contactType,
        contact_source: contactSource,
        address: [
          {
            street,
            city,
            state,
            country,
            postal_code: postalCode,
            type: addressType,
          },
        ],
        custom_fields: customFields && Object.keys(customFields).map((key) => ({
          field: key,
          value: customFields[key],
        })),
        last_contact: lastContact,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    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
Clientify	`clientify`	`app`	This component uses the Clientify app.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Email	`email`	`string`	Contact's email.
Phone	`phone`	`string`	Contact's phone.
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Visitor", "value": "visitor" }{ "label": "Not Qualified Lead", "value": "not-qualified-lead" }{ "label": "Cold Lead", "value": "cold-lead" }{ "label": "Warm Lead", "value": "warm-lead" }{ "label": "Hot Lead", "value": "hot-lead" }{ "label": "Lost Lead", "value": "lost-lead" }{ "label": "In Deal", "value": "in-deal" }{ "label": "Customer", "value": "client" }{ "label": "Lost Customer", "value": "lost-client" }{ "label": "Other", "value": "other" }`
Title	`title`	`string`	Contact's title.
Company	`company`	`string`	Contact's company name.
Contact Type	`contactType`	`string`	Contact type.
Contact Source	`contactSource`	`string`	Contact source.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Work", "value": 1 }{ "label": "Home", "value": 2 }{ "label": "Billing", "value": 3 }{ "label": "Other", "value": 4 }{ "label": "Main", "value": 5 }`
Street	`street`	`string`	The address' street.
City	`city`	`string`	The address' city.
State	`state`	`string`	The address' state.
Country	`country`	`string`	The address' country.
Postal Code	`postalCode`	`string`	The address' postal code.
Custom Fields	`customFields`	`object`	Contact's custom fields.
Description	`description`	`string`	Contact's decription.
Remarks	`remarks`	`string`	Contact's remarks.
Summary	`summary`	`string`	Contact's summary.
Message	`message`	`string`	Message text to be shown in the contact wall.
Last Contact	`lastContact`	`string`	Last contact date. Format: `YYYY-MM-DDThh:mm[:ss[.uuuuuu]][+HH:MM\|-HH:MM\|Z]`

Create Contact with Clientify API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Clientify, 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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