Create Custom Collection with Shopify API on New Lead Created from Vtiger CRM API

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

Trigger workflow on

New Lead Created from the Vtiger CRM API

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Create Custom Collection with the Shopify API

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Getting Started#

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

Select this integration
Configure the New Lead Created trigger
1. Connect your Vtiger CRM account
2. Configure timer
Configure the Create Custom Collection action
1. Connect your Shopify account
2. Configure Title
3. Optional- Select one or more Product ID
4. Optional- Configure Metafields
5. Optional- Configure Image URL
6. Optional- Configure Published
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 Lead Created on Vtiger CRM

Description:Emit new event when a new lead is created in VTiger CRM.

Version:0.0.1

Key:vtiger_crm-new-lead-created

View on GitHub

Vtiger CRM Overview#

The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.

Trigger Code#

import base from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...base,
  key: "vtiger_crm-new-lead-created",
  name: "New Lead Created",
  description: "Emit new event when a new lead is created in VTiger CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async getResources(modifiedTime) {
      const { result: { updated: leads } } = await this.vtiger.getSync({
        params: {
          modifiedTime,
          elementType: "Leads",
          syncType: "user",
        },
      });
      return leads;
    },
    getTsField() {
      return "createdtime";
    },
    generateMeta(lead) {
      return {
        id: lead.id,
        summary: `New Lead with ID ${lead.id}`,
        ts: Date.parse(lead.createdtime),
      };
    },
  },
  sampleEmit,
};

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
Vtiger CRM	`vtiger`	`app`	This component uses the Vtiger CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your Access Key,

Navigate to your Vtiger CRM account and sign in
Click the dropdown on the to right
Go to “My Preferences”

Your instance is 1234.abc if your Vtiger CRM dashboard URL is https://1234.abc.vtiger.com/
Enter the email address you use to log into VTiger CRM as the username

About Vtiger CRM#

Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View

Action#

Create Custom Collection on Shopify

Description:Create a new custom collection. [See the documentation](https://shopify.dev/docs/api/admin-rest/2023-01/resources/customcollection#post-custom-collections)

Version:0.0.3

Key:shopify_developer_app-create-custom-collection

View on GitHub

Shopify Overview#

The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.

This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.

Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.

Action Code#

import shopify from "../../shopify_developer_app.app.mjs";
import common from "../../../shopify/actions/create-custom-collection/common.mjs";

export default {
  ...common,
  key: "shopify_developer_app-create-custom-collection",
  name: "Create Custom Collection",
  description: "Create a new custom collection. [See the documentation](https://shopify.dev/docs/api/admin-rest/2023-01/resources/customcollection#post-custom-collections)",
  version: "0.0.3",
  type: "action",
  props: {
    shopify,
    title: {
      propDefinition: [
        shopify,
        "title",
      ],
      description: "The name of the custom collection",
    },
    products: {
      propDefinition: [
        shopify,
        "productId",
      ],
      type: "string[]",
      optional: true,
    },
    metafields: {
      propDefinition: [
        shopify,
        "metafields",
      ],
    },
    ...common.props,
  },
};

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
Shopify	`shopify`	`app`	This component uses the Shopify app.
Title	`title`	`string`	The name of the custom collection
Product ID	`products`	`string[]`	Select a value from the drop down menu.
Metafields	`metafields`	`string[]`	An array of objects, each one representing a metafield. If adding a new metafield, the object should contain `key`, `value`, `type`, and `namespace`. Example: `{{ [{ "key": "new", "value": "newvalue", "type": "single_line_text_field", "namespace": "global" }] }}`. To update an existing metafield, use the `id` and `value`. Example: `{{ [{ "id": "28408051400984", "value": "updatedvalue" }] }}`
Image URL	`imageUrl`	`string`	The source URL that specifies the location of the image
Published	`published`	`boolean`	Whether the custom collection is published to the Online Store channel

Action Authentication#

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

Get your Access Token

Create a custom app in Shopify to obtain your Admin API access token. See our detailed instructions here.

Enter your Admin API access token below, and save it in a secure location (we recommend using a password manager such as 1Password)

Create Custom Collection with Shopify API on New Lead Created from Vtiger CRM API

Pipedream makes it easy to connect APIs for Shopify, Vtiger 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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