Create Contact with Productive.io API on New Contact (Instant) from Zoho CRM API

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

Trigger workflow on

New Contact (Instant) from the Zoho CRM API

Next, do this

Create Contact with the Productive.io API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Contact action
1. Connect your Productive.io account
2. Select a Company ID
3. Configure Name
4. Configure Email
5. Optional- Configure Address
6. Optional- Configure Phone
7. Optional- Configure Website
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 Contact (Instant) on Zoho CRM

Description:Emits an event each time a new contact is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-contact

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-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.

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.

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 Productive.io

Description:Creates a new contact entry in Productive.io. [See the documentation](https://developer.productive.io/contact_entries.html#contact-entries-contact-entries-post)

Version:0.0.1

Key:productive_io-create-contact

View on GitHub

Productive.io Overview#

The Productive.io API enables you to automate and integrate your business operations managed within Productive.io. Whether it's syncing project data, managing resources, or tracking finances, the API allows you to streamline workflows by connecting with other services. On Pipedream, you can craft serverless workflows that react to events in Productive.io, or schedule tasks to manage your operations efficiently without leaving the platform.

Action Code#

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

export default {
  key: "productive_io-create-contact",
  name: "Create Contact",
  description: "Creates a new contact entry in Productive.io. [See the documentation](https://developer.productive.io/contact_entries.html#contact-entries-contact-entries-post)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    companyId: {
      propDefinition: [
        app,
        "companyId",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the contact entry.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact entry.",
    },
    address: {
      type: "string",
      label: "Address",
      description: "The address of the contact entry.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone of the contact entry.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The website of the contact entry.",
      optional: true,
    },
  },
  methods: {
    createContact(args = {}) {
      return this.app.post({
        path: "/contact_entries",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createContact,
      companyId,
      name,
      email,
      address,
      phone,
      website,
    } = this;

    const response = await createContact({
      $,
      data: {
        data: {
          type: "contact_entries",
          attributes: {
            contactable_type: constants.CONTACTABLE_TYPE_OPTION.COMPANY.value,
            type: constants.CONTACT_TYPE_OPTION.EMAIL.value,
            name,
            email,
            address,
            phone,
            website,
          },
          relationships: {
            company: {
              data: {
                type: constants.CONTACTABLE_TYPE.company,
                id: companyId,
              },
            },
          },
        },
      },
    });

    $.export("$summary", `Successfully created contact with name: ${response.data?.attributes?.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
Productive.io	`app`	`app`	This component uses the Productive.io app.
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the contact entry.
Email	`email`	`string`	The email of the contact entry.
Address	`address`	`string`	The address of the contact entry.
Phone	`phone`	`string`	The phone of the contact entry.
Website	`website`	`string`	The website of the contact entry.

Action Authentication#

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

To retrieve your Auth Token and Organization ID,

Navigate to your Productive.io account and sign in
Go to “Account & Settings” > “Settings” > “API Access”

Create Contact with Productive.io API on New Contact (Instant) from Zoho CRM API

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

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular