← Zoho CRM + Nango integrations

Create Integration with Nango 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 Integration with the Nango API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Nango 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 Module Entry (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select a Module
  3. Configure the Create Integration action
    1. Connect your Nango account
    2. Configure Client ID
    3. Configure Client Secret
    4. Select a Provider
    5. Configure Integration Unique Key
    6. Optional- Configure OAuth Scopes
  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 events each time a new module/record is created in Zoho CRM
Version:0.0.14
Key:zoho_crm-new-module-entry

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.
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.

ModulemoduleInfostringSelect 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 a new Integration. [See the Documentation](https://docs.nango.dev/api-reference/integration/create)
Version:0.0.1
Key:nango-create-integration

Nango Overview

The Nango API is a bridge for integrating with SaaS apps, smoothing out authentication and API call complexities. On Pipedream, you can harness Nango to automate interactions between various services without getting bogged down by the nuances of OAuth flows or API intricacies. Use Nango to authenticate once, and let Pipedream workflows handle the rest, executing tasks, syncing data, and triggering actions across apps efficiently.

Action Code

import app from "../../nango.app.mjs";
import providers from "../../common/providers.mjs";

export default {
  key: "nango-create-integration",
  name: "Create Integration",
  description: "Create a new Integration. [See the Documentation](https://docs.nango.dev/api-reference/integration/create)",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    oauthClientId: {
      type: "string",
      label: "Client ID",
      description: "Obtain the Client ID on the developer portal of the Integration Provider.",
    },
    oauthClientSecret: {
      type: "string",
      label: "Client Secret",
      description: "Obtain the Client Secret on the developer portal of the Integration Provider.",
      secret: true,
    },
    provider: {
      type: "string",
      label: "Provider",
      description: "The Provider of the Integration.",
      options() {
        return providers.getProviders();
      },
    },
    providerConfigKey: {
      type: "string",
      label: "Integration Unique Key",
      description: "Choose a unique key for your integration. It can be the same as the Integration Provider (e.g. github, airtable).",
    },
    oauthScopes: {
      optional: true,
      propDefinition: [
        app,
        "oauthScopes",
      ],
    },
  },
  methods: {
    scopesToStr(scopes = "") {
      if (Array.isArray(scopes)) {
        return scopes.join(",");
      }
      return scopes;
    },
    createIntegration(args = {}) {
      return this.app.post({
        path: "/config",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      oauthClientId,
      oauthClientSecret,
      provider,
      providerConfigKey,
      oauthScopes,
    } = this;

    await this.createIntegration({
      step,
      data: {
        oauth_client_id: oauthClientId,
        oauth_client_secret: oauthClientSecret,
        provider,
        provider_config_key: providerConfigKey,
        oauth_scopes: this.scopesToStr(oauthScopes),
      },
    });

    step.export("$summary", "Successfully created Integration.");

    return {
      success: true,
      provider,
      providerConfigKey,
    };
  },
};

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
NangoappappThis component uses the Nango app.
Client IDoauthClientIdstring

Obtain the Client ID on the developer portal of the Integration Provider.

Client SecretoauthClientSecretstring

Obtain the Client Secret on the developer portal of the Integration Provider.

ProviderproviderstringSelect a value from the drop down menu.
Integration Unique KeyproviderConfigKeystring

Choose a unique key for your integration. It can be the same as the Integration Provider (e.g. github, airtable).

OAuth ScopesoauthScopesstring[]

The OAuth Scopes of the Integration. The list of scope should be found in the documentation of the external provider.

Action Authentication

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

Sign in and copy your API key from Project Settings.

About Nango

The open-source unified API.

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