Create Estimate with Zoho Invoice API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Zoho Invoice, Zoho CRM and 2,200+ other apps remarkably fast.

Trigger workflow on

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

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Create Estimate with the Zoho Invoice API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Zoho Invoice 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 Estimate action
1. Connect your Zoho Invoice account
2. Select a Customer ID
3. Configure How Many Items
4. Optional- Configure Date
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 Estimate on Zoho Invoice

Description:Creates a new estimate in Zoho Invoice. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#create-an-estimate).

Version:0.0.1

Key:zoho_invoice-create-estimate

View on GitHub

Zoho Invoice Overview#

The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.

Action Code#

import common from "../common/item.mjs";

export default {
  ...common,
  key: "zoho_invoice-create-estimate",
  name: "Create Estimate",
  description: "Creates a new estimate in Zoho Invoice. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#create-an-estimate).",
  type: "action",
  version: "0.0.1",
  props: {
    ...common.props,
    date: {
      description: "The date on the estimate. Date format is `yyyy-mm-dd`",
      optional: true,
      propDefinition: [
        common.props.app,
        "date",
      ],
    },
  },
  methods: {
    ...common.methods,
    createEstimate(args = {}) {
      return this.app.post({
        path: "/estimates",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      customerId,
      estimateNumber,
      date,
    } = this;

    const response = await this.createEstimate({
      step,
      data: {
        customer_id: customerId,
        estimate_number: estimateNumber,
        date,
        line_items: this.getLineItems(),
      },
    });

    step.export("$summary", `Successfully created estimate with ID ${response.estimate.estimate_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
Zoho Invoice	`app`	`app`	This component uses the Zoho Invoice app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
How Many Items	`numberOfItems`	`integer`	The number of items to create
Date	`date`	`string`	The date on the estimate. Date format is `yyyy-mm-dd`

Action Authentication#

Zoho Invoice uses OAuth authentication. When you connect your Zoho Invoice account, Pipedream will open a popup window where you can sign into Zoho Invoice 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 Invoice API.

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

ZohoInvoice.settings.READZohoInvoice.invoices.CREATEZohoInvoice.invoices.READZohoInvoice.estimates.CREATEZohoInvoice.estimates.READZohoInvoice.contacts.READZohoInvoice.contacts.Create

Create Estimate with Zoho Invoice API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Zoho Invoice, Zoho CRM and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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