Create Deal with CentralStationCRM 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 Deal with the CentralStationCRM API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and CentralStationCRM 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 Deal action
1. Connect your CentralStationCRM account
2. Configure Name
3. Configure Value
4. Select a Value Type
5. Configure Target Date
6. Optional- Configure Value Count
7. Optional- Select a Current State
8. Optional- Select a Responsible User
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 Deal on CentralStationCRM

Description:Creates a new deal in CentralStationCRM. [See the documentation](https://api.centralstationcrm.net/api-docs/index.html)

Version:0.0.1

Key:centralstationcrm-create-deal

View on GitHub

CentralStationCRM Overview#

The CentralStationCRM API enables you to manage customer relationships by automating tasks, syncing data, and creating custom integrations within Pipedream. With this API, you can access functions such as retrieving customer details, logging activities, and managing sales opportunities. Integrating CentralStationCRM with Pipedream allows you to connect to other apps and services, creating efficient workflows that can save time and enhance customer engagement.

Action Code#

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

export default {
  key: "centralstationcrm-create-deal",
  name: "Create Deal",
  description: "Creates a new deal in CentralStationCRM. [See the documentation](https://api.centralstationcrm.net/api-docs/index.html)",
  version: "0.0.1",
  type: "action",
  props: {
    centralstationcrm,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the deal",
    },
    value: {
      type: "string",
      label: "Value",
      description: "Value of the deal",
    },
    valueType: {
      type: "string",
      label: "Value Type",
      description: "The type of billing",
      options: constants.VALUE_TYPE,
    },
    targetDate: {
      type: "string",
      label: "Target Date",
      description: "The date when the deal shall be won",
    },
    valueCount: {
      type: "string",
      label: "Value Count",
      description: "Only relevant if the value_type is not `total`",
      optional: true,
    },
    currentState: {
      type: "string",
      label: "Current State",
      description: "State of the deal",
      options: constants.CURRENT_STATE,
      optional: true,
    },
    responsibleUserId: {
      propDefinition: [
        centralstationcrm,
        "responsibleUserId",
      ],
    },
  },
  async run({ $ }) {
    const { deal } = await this.centralstationcrm.createDeal({
      data: {
        deal: {
          name: this.name,
          value: this.value,
          value_type: this.valueType,
          target_date: this.targetDate,
          value_count: this.valueCount,
          current_state: this.currentState,
          user_id: this.responsibleUserId,
        },
      },
      $,
    });

    if (deal?.id) {
      $.export("summary", `Successully created deal with ID ${deal.id}.`);
    }

    return deal;
  },
};

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
CentralStationCRM	`centralstationcrm`	`app`	This component uses the CentralStationCRM app.
Name	`name`	`string`	Name of the deal
Value	`value`	`string`	Value of the deal
Value Type	`valueType`	`string`	Select a value from the drop down menu:`totalmonthlyhourlydaily`
Target Date	`targetDate`	`string`	The date when the deal shall be won
Value Count	`valueCount`	`string`	Only relevant if the value_type is not `total`
Current State	`currentState`	`string`	Select a value from the drop down menu:`{ "value": "open_0", "label": "New" }{ "value": "open_25", "label": "25%" }{ "value": "open_50", "label": "50%" }{ "value": "open_75", "label": "75%" }{ "value": "won", "label": "Won" }{ "value": "lost", "label": "Lost" }`
Responsible User	`responsibleUserId`	`string`	Select a value from the drop down menu.

Create Deal with CentralStationCRM API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for CentralStationCRM , 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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