Create Expense with Zoho Expense 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 Expense with the Zoho Expense API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Zoho Expense 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 Expense action
1. Connect your Zoho Expense account
2. Select a Organization ID
3. Select a Currency ID
4. Optional- Configure Is Reimbursable
5. Configure How Many Items
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 Expense on Zoho Expense

Description:Generate a new expense entry in the Zoho Expense system. [See the Documentation](https://www.zoho.com/expense/api/v1/expenses/#create-an-expense).

Version:0.0.1

Key:zoho_expense-create-expense

View on GitHub

Zoho Expense Overview#

The Zoho Expense API allows for streamlined management of expense reporting and tracking. With Pipedream, you can automate various tasks like submitting expenses, approving reports, or syncing expense data with other accounting tools. Pipedream's serverless platform enables you to create workflows that react to new expense submissions, scheduled report generation, and much more, without the hassle of managing infrastructure.

Action Code#

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

export default {
  key: "zoho_expense-create-expense",
  name: "Create Expense",
  description: "Generate a new expense entry in the Zoho Expense system. [See the Documentation](https://www.zoho.com/expense/api/v1/expenses/#create-an-expense).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    organizationId: {
      propDefinition: [
        app,
        "organizationId",
      ],
    },
    currencyId: {
      propDefinition: [
        app,
        "currencyId",
        ({ organizationId }) => ({
          organizationId,
        }),
      ],
    },
    isReimbursable: {
      type: "boolean",
      label: "Is Reimbursable",
      description: "Whether the expense is reimbursable",
      optional: true,
    },
    numberOfItems: {
      type: "integer",
      label: "How Many Items",
      description: "The number of items to create",
      default: 1,
      reloadProps: true,
    },
  },
  methods: {
    createExpense(args = {}) {
      return this.app.post({
        path: "/expenses",
        ...args,
      });
    },
    getLineItems() {
      return Array.from({
        length: this.numberOfItems,
      }).reduce((reduction, _, index) => {
        const itemKey = `item${index + 1}`;
        const {
          [`${itemKey}_categoryId`]: categoryId,
          [`${itemKey}_amount`]: amount,
          [`${itemKey}_description`]: description,
        } = this;
        return [
          ...reduction,
          {
            category_id: categoryId,
            amount,
            description,
          },
        ];
      }, []);
    },
  },
  async additionalProps() {
    const {
      organizationId,
      numberOfItems,
    } = this;

    if (!organizationId || !numberOfItems) {
      return {};
    }

    const { expense_accounts: categories = [] } =
      await this.app.listExpenseCategories({
        headers: {
          organizationId,
        },
      });

    const categoryOptions = categories
      .filter(({
        status, is_enabled,
      }) => status === "active" && is_enabled)
      .map(({
        category_id: value, category_name: label,
      }) => ({
        label,
        value,
      }));

    return Array.from({
      length: this.numberOfItems,
    }).reduce((reduction, _, index) => {
      const itemIndex = index + 1;
      const itemKey = `item${itemIndex}`;
      return {
        ...reduction,
        [`${itemKey}_categoryId`]: {
          type: "string",
          label: `Item ${itemIndex} - Category ID`,
          description: `The ID of the category for item ${itemIndex}`,
          options: categoryOptions,
        },
        [`${itemKey}_amount`]: {
          type: "string",
          label: `Item ${itemIndex} - Amount`,
          description: `The amount of the item ${itemIndex}`,
        },
        [`${itemKey}_description`]: {
          type: "string",
          label: `Item ${itemIndex} - Description`,
          description: `The description of the item ${itemIndex}`,
          optional: true,
        },
      };
    }, {});
  },
  async run({ $: step }) {
    const {
      organizationId, currencyId, isReimbursable,
    } = this;

    const response = await this.createExpense({
      step,
      headers: {
        organizationId,
      },
      data: {
        currency_id: currencyId,
        is_reimbursable: isReimbursable,
        line_items: this.getLineItems(),
      },
    });

    step.export("$summary", `Successfully created expense with ID ${response.expenses[0]?.expense_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 Expense	`app`	`app`	This component uses the Zoho Expense app.
Organization ID	`organizationId`	`string`	Select a value from the drop down menu.
Currency ID	`currencyId`	`string`	Select a value from the drop down menu.
Is Reimbursable	`isReimbursable`	`boolean`	Whether the expense is reimbursable
How Many Items	`numberOfItems`	`integer`	The number of items to create

Action Authentication#

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

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

ZohoExpense.orgsettings.READZohoExpense.fullaccess.ALL

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

Pipedream makes it easy to connect APIs for Zoho Expense, 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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