Create Event with Wealthbox API on New Module Entry (Instant) from Zoho CRM API

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Trigger workflow on

New Module Entry (Instant) from the Zoho CRM API

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Create Event with the Wealthbox API

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Getting Started#

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

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Create Event action
1. Connect your Wealthbox account
2. Configure Title
3. Configure Starts At
4. Configure Ends At
5. Optional- Configure Description
6. Optional- Configure All Day?
7. Optional- Configure Repeats?
8. Optional- Select a State
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.
Module	`moduleInfo`	`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.READZohoCRM.signals.ALL

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action#

Create Event on Wealthbox

Description:Create a new event. [See the documentation](http://dev.wealthbox.com/#events-collection-post)

Version:0.0.2

Key:wealthbox-create-event

View on GitHub

Wealthbox Overview#

The Wealthbox API allows for the management and automation of customer relationship management (CRM) tasks within Wealthbox's platform. By leveraging this API on Pipedream, you can create workflows that automate updates, manage contacts, and sync data across multiple applications. This can greatly enhance productivity, reduce manual entry errors, and keep data consistent across platforms.

Action Code#

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

export default {
  key: "wealthbox-create-event",
  name: "Create Event",
  description: "Create a new event. [See the documentation](http://dev.wealthbox.com/#events-collection-post)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    wealthbox,
    title: {
      type: "string",
      label: "Title",
      description: "The name of the event being created",
    },
    startsAt: {
      type: "string",
      label: "Starts At",
      description: "A timestamp signifying when the event starts. Example `2015-05-24 10:00 AM -0400`",
    },
    endsAt: {
      type: "string",
      label: "Ends At",
      description: "A timestamp signifying when the event ends. Example `2015-05-24 10:00 AM -0400`",
    },
    description: {
      type: "string",
      label: "Description",
      description: "A short explaination of the event",
      optional: true,
    },
    allDay: {
      type: "boolean",
      label: "All Day?",
      description: "A flag to indicate if the event lasts all day",
      optional: true,
    },
    repeats: {
      type: "boolean",
      label: "Repeats?",
      description: "A flag to indicate whether or not the event repeats",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The current state of the event",
      options: [
        "unconfirmed",
        "confirmed",
        "tentative",
        "completed",
        "cancelled",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.wealthbox.createEvent({
      data: {
        title: this.title,
        starts_at: this.startsAt,
        ends_at: this.endsAt,
        all_day: this.allDay,
        repeats: this.repeats,
        state: this.state,
        description: this.description,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created event 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
Wealthbox	`wealthbox`	`app`	This component uses the Wealthbox app.
Title	`title`	`string`	The name of the event being created
Starts At	`startsAt`	`string`	A timestamp signifying when the event starts. Example `2015-05-24 10:00 AM -0400`
Ends At	`endsAt`	`string`	A timestamp signifying when the event ends. Example `2015-05-24 10:00 AM -0400`
Description	`description`	`string`	A short explaination of the event
All Day?	`allDay`	`boolean`	A flag to indicate if the event lasts all day
Repeats?	`repeats`	`boolean`	A flag to indicate whether or not the event repeats
State	`state`	`string`	Select a value from the drop down menu:`unconfirmedconfirmedtentativecompletedcancelled`

Action Authentication#

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

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

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Create Event with Wealthbox API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Wealthbox, Zoho CRM and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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