Create Customer with Square API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API

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Create Customer with the Square API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Square 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 (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Customer action
1. Connect your Square account
2. Optional- Configure Given Name
3. Optional- Configure Family Name
4. Optional- Configure Company Name
5. Optional- Configure Email Address
6. Optional- Configure Phone Number
7. Optional- Configure Reference ID
8. Optional- Configure Note
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 (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-lead

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-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    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 Customer on Square

Description:Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).

Version:0.0.3

Key:square-create-customer

View on GitHub

Square Overview#

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Action Code#

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

export default {
  key: "square-create-customer",
  name: "Create Customer",
  description: `Creates a new customer for a business. Must provide at least one of the following:
    Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).`,
  type: "action",
  version: "0.0.3",
  props: {
    square,
    givenName: {
      type: "string",
      label: "Given Name",
      description: "The first name associated with the customer profile",
      optional: true,
    },
    familyName: {
      type: "string",
      label: "Family Name",
      description: "The last name associated with the customer profile",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "A business name associated with the customer profile",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email Address",
      description: "The email address associated with the customer profile",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code",
      optional: true,
    },
    referenceId: {
      propDefinition: [
        square,
        "referenceId",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "A custom note associated with the customer profile",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.square.createCustomer({
      $,
      generateIdempotencyKey: true,
      data: {
        given_name: this.givenName,
        family_name: this.familyName,
        company_name: this.companyName,
        email_address: this.email,
        phone_number: this.phoneNumber,
        reference_id: this.referenceId,
        note: this.note,
      },
    });
    $.export("$summary", "Successfully created customer");
    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
Square	`square`	`app`	This component uses the Square app.
Given Name	`givenName`	`string`	The first name associated with the customer profile
Family Name	`familyName`	`string`	The last name associated with the customer profile
Company Name	`companyName`	`string`	A business name associated with the customer profile
Email Address	`email`	`string`	The email address associated with the customer profile
Phone Number	`phoneNumber`	`string`	Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code
Reference ID	`referenceId`	`string`	An optional second ID used to associate the customer profile with an entity in another system
Note	`note`	`string`	A custom note associated with the customer profile

Action Authentication#

Square uses OAuth authentication. When you connect your Square account, Pipedream will open a popup window where you can sign into Square and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Square API.

Pipedream requests the following authorization scopes when you connect your account:

CUSTOMERS_READCUSTOMERS_WRITEPAYMENTS_READPAYMENTS_WRITEORDERS_READORDERS_WRITESUBSCRIPTIONS_READSUBSCRIPTIONS_WRITEITEMS_READITEMS_WRITEINVOICES_READINVOICES_WRITELOYALTY_READLOYALTY_WRITEEMPLOYEES_READEMPLOYEES_WRITEMERCHANT_PROFILE_READBANK_ACCOUNTS_READSETTLEMENTS_READDEVELOPER_APPLICATION_WEBHOOKS_WRITEAPPOINTMENTS_ALL_READAPPOINTMENTS_READ

Create Customer with Square API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Square, 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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