← Zoho CRM + Team Up integrations

Create Event with Team Up 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 Event with the Team Up API
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Getting Started

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

  1. Select this integration
  2. Configure the New Event (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select one or more Events
  3. Configure the Create Event action
    1. Connect your Team Up account
    2. Configure Calendar Key
    3. Select one or more Sub-calendar IDs
    4. Configure Start Date
    5. Configure End Date
    6. Optional- Configure Title
    7. Optional- Configure Location
    8. Optional- Configure Additional Options
    9. Optional- Configure Parse Additional Options as JSON
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new custom events from Zoho CRM
Version:0.0.15
Key:zoho_crm-new-event

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.
LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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.

Eventseventsstring[]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

Description:Create an event [See docs here](https://apidocs.teamup.com/docs/api/3269d0159ae9f-create-an-event)
Version:0.0.1
Key:team_up-create-event

Team Up Overview

The Team Up API allows you to interact with your Team Up calendars programmatically, enabling the automation of event creation, updates, and deletion, as well as the retrieval of calendar data. By integrating the Team Up API with Pipedream, you can build workflows that trigger on specific events, automate tasks, and connect your calendar data with countless other services, bringing efficiency to team coordination and event management.

Action Code

import app from "../../app/team_up.app.mjs";
import { defineAction } from "@pipedream/types";
import { EVENT_PROPS, getEventProps, } from "../../common/eventProps.mjs";
const DOCS_LINK = "https://apidocs.teamup.com/docs/api/3269d0159ae9f-create-an-event";
export default defineAction({
    name: "Create Event",
    description: `Create an event [See docs here](${DOCS_LINK})`,
    key: "team_up-create-event",
    version: "0.0.1",
    type: "action",
    props: {
        app,
        calendarKey: {
            propDefinition: [
                app,
                "calendarKey",
            ],
        },
        ...EVENT_PROPS,
    },
    methods: {
        getEventProps,
    },
    async run({ $ }) {
        const { calendarKey } = this;
        const params = {
            $,
            calendarKey,
            data: this.getEventProps(),
        };
        const data = await this.app.createEvent(params);
        const { event: { id, title, }, } = data;
        $.export("$summary", `Successfully created event ${title
            ? `"${title}"`
            : id}`);
        return data;
    },
});

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.

LabelPropTypeDescription
Team UpappappThis component uses the Team Up app.
Calendar KeycalendarKeystring
Sub-calendar IDssubCalendarIdsstring[]Select a value from the drop down menu.
Start DatestartDatestring

Start date/time of the event in ISO format, e.g. 2023-04-15T14:00:00Z

End DateendDatestring

End date/time of the event in ISO format, e.g. 2023-04-15T14:00:00Z

Titletitlestring

Title of the event

Locationlocationstring

Location of the event

Additional OptionsadditionalOptionsobject

Additional parameters to pass in the request body. See the docs for more info.

Parse Additional Options as JSONadditionalOptionsAsJsonboolean

If true, the values provided in Additional Options will be parsed as a JSON string. This allows you to pass object, integer and boolean values with their actual type instead of stringified.

Action Authentication

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

About Team Up

It's more than a calendar. Organize things in colors, grids, lists, and custom fields. Connect dots easily among schedules, people and information.

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