Create Document From Template with signNow API on New or Updated Lead (Instant) from Zoho CRM API

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New or Updated Lead (Instant) from the Zoho CRM API

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Create Document From Template with the signNow API

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Getting Started#

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

Select this integration
Configure the New or Updated Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Document From Template action
1. Connect your signNow account
2. Configure Template ID
3. Optional- Configure Document Name
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 or Updated Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-or-updated-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-or-updated-lead",
  name: "New or Updated Lead (Instant)",
  description: "Emits an event each time a new lead is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
        crudOps.editOpData(),
      ];
    },
  },
};

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 Document From Template on signNow

Description:Creates a new document copy out of a template. [See the documentation](https://docs.signnow.com/docs/signnow/template/operations/create-a-template-copy)

Version:0.0.1

Key:signnow-create-document-from-template

View on GitHub

Action Code#

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

export default {
  key: "signnow-create-document-from-template",
  name: "Create Document From Template",
  description: "Creates a new document copy out of a template. [See the documentation](https://docs.signnow.com/docs/signnow/template/operations/create-a-template-copy)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    templateId: {
      propDefinition: [
        app,
        "templateId",
      ],
    },
    documentName: {
      propDefinition: [
        app,
        "documentName",
      ],
    },
  },
  methods: {
    createDocumentFromTemplate({
      templateId, ...args
    }) {
      return this.app.post({
        path: `/template/${templateId}/copy`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createDocumentFromTemplate,
      templateId,
      documentName,
    } = this;

    const response = await createDocumentFromTemplate({
      $,
      templateId,
      data: {
        document_name: documentName,
      },
    });
    $.export("$summary", `Successfully created a document from template with ID: \`${response.id}\`.`);
    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
signNow	`app`	`app`	This component uses the signNow app.
Template ID	`templateId`	`string`	The ID of the template. You can find the ID by clicking on the template in the SignNow Templates page and copying the ID from the menu.
Document Name	`documentName`	`string`	The name of the document

Action Authentication#

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

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

About signNow#

Electronic signature that scales with your workflow. Create and scale eSignature workflows with signNow, part of the airSlate Business Cloud. Sign and send documents for signing, generate agreements, negotiate contracts, accept payments, and automate business processes.

More Ways to Connect signNow + Zoho CRM#

Other Popular Integrations#

Create Document From Template with signNow API on New Contact (Instant) from Zoho CRM API

Zoho CRM + signNow

Create Document From Template with signNow API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for signNow, 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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