Create Group with Certifier API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API

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Create Group with the Certifier API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Certifier 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 Group action
1. Connect your Certifier account
2. Configure Group Name
3. Optional- Select a Certificate Design
4. Optional- Select a Badge Design
5. Optional- Configure Learning Event URL
6. Configure alert
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.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 Group on Certifier

Description:Create a group. [See the documentation](https://developers.certifier.io/reference/create-a-group)

Version:0.0.1

Key:certifier-create-group

View on GitHub

Certifier Overview#

Certifier is a comprehensive SaaS platform that streamlines and automates the process of issuing and managing digital credentials. With its intuitive API, Certifier allows organizations to effortlessly generate, distribute, and monitor credentials, enhancing efficiency, security, and compliance in a variety of industries.

Action Code#

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

export default {
  name: "Create Group",
  version: "0.0.1",
  key: "certifier-create-group",
  description:
    "Create a group. [See the documentation](https://developers.certifier.io/reference/create-a-group)",
  props: {
    certifier,
    name: {
      propDefinition: [
        certifier,
        "groupName",
      ],
    },
    certificateDesignId: {
      propDefinition: [
        certifier,
        "certificateDesignId",
      ],
    },
    badgeDesignId: {
      propDefinition: [
        certifier,
        "badgeDesignId",
      ],
    },
    learningEventUrl: {
      propDefinition: [
        certifier,
        "learningEventUrl",
      ],
    },
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    alert: {
      type: "alert",
      alertType: "warning",
      content:
        "At least one of `Certificate Design` and `Badge Design` fields is required.",
    },
  },
  type: "action",
  methods: {},
  async run({ $ }) {
    const {
      certifier,
      name,
      certificateDesignId,
      badgeDesignId,
      learningEventUrl,
    } = this;

    const response = await certifier.createGroup({
      $,
      data: {
        name,
        certificateDesignId,
        badgeDesignId,
        learningEventUrl,
      },
    });

    $.export(
      "$summary",
      `Successfully created group ${response.name}`,
    );

    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
Certifier	`certifier`	`app`	This component uses the Certifier app.
Group Name	`name`	`string`	The group's name that is used as [group.name] attribute later on.
Certificate Design	`certificateDesignId`	`string`	Select a value from the drop down menu.
Badge Design	`badgeDesignId`	`string`	Select a value from the drop down menu.
Learning Event URL	`learningEventUrl`	`string`	The learning event's URL that is shown in the digital wallet.

Action Authentication#

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

About Certifier#

Certifier is an award-winning digital credentialing platform trusted by over 1000 companies and organizations. Seamlessly create, issue, manage, and track certificates and badges to enhance participant engagement and recognition across educational programs, events, and training sessions.

More Ways to Connect Certifier + Zoho CRM#

Other Popular Integrations#

Issue Credential with Certifier API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Certifier

Create Group with Certifier API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Certifier, 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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