Create Object with Zoho CRM API on New Check-In Created from Range API

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Trigger workflow on

New Check-In Created from the Range API

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Create Object with the Zoho CRM API

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Getting Started#

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

Select this integration
Configure the New Check-In Created trigger
1. Connect your Range account
2. Configure Polling schedule
Configure the Create Object action
1. Connect your Zoho CRM account
2. Select a Module
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 Check-In Created on Range

Description:Emit new event when a new check-in is created. [See the docs](https://www.range.co/docs/api#rpc-list-updates).

Version:0.0.1

Key:range-new-check-in-created

View on GitHub

Range Overview#

The Range API provides a platform for managing print shop operations, including job status tracking, quoting, invoicing, and scheduling. Leveraging Pipedream, users can automate workflows between Range and other apps, creating a seamless integration that boosts productivity. Whether it's syncing order details with a CRM, triggering notifications based on job status updates, or automating invoice creation, Pipedream acts as a conduit for connecting Range's print shop management capabilities with a myriad of other services.

Trigger Code#

import common from "../common/polling.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "range-new-check-in-created",
  name: "New Check-In Created",
  description: "Emit new event when a new check-in is created. [See the docs](https://www.range.co/docs/api#rpc-list-updates).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.listUpdates;
    },
    getResourcesFnArgs() {
      const lastPublishedAt = this.getLastPublishedAt();

      const args = {
        params: {
          count: constants.DEFAULT_LIMIT,
          ascending: false,
        },
      };

      if (!lastPublishedAt) {
        return args;
      }

      return {
        ...args,
        params: {
          ...args.params,
          after: lastPublishedAt,
        },
      };
    },
    getResourcesName() {
      return "updates";
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.published_at);
      return {
        id: ts,
        ts,
        summary: `New Check-In at ${resource.published_at}`,
      };
    },
  },
};

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
Range	`app`	`app`	This component uses the Range app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Range API

Trigger Authentication#

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

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

default

About Range#

The place for remote & hybrid teams to check in with each other

Action#

Create Object on Zoho CRM

Description:Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)

Version:0.3.3

Key:zoho_crm-create-object

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.

Action Code#

import common from "../common/common-objects.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  ...common,
  key: "zoho_crm-create-object",
  name: "Create Object",
  description: "Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)",
  version: "0.3.3",
  type: "action",
  async additionalProps() {
    const requiredProps = this.getRequiredProps(this.moduleType);
    const optionalProps = await this.getOptionalProps(this.moduleType);
    return {
      ...requiredProps,
      ...optionalProps,
      additionalData: {
        type: "object",
        label: "Additional Data",
        description: "Additional values for new object",
        optional: true,
      },
    };
  },
  async run({ $ }) {
    const {
      zohoCrm,
      moduleType,
      lastName,
      accountName,
      dealName,
      stage,
      subject,
      callType,
      callStartTime,
      callDuration,
      campaignName,
      additionalData,
      ...otherProps
    } = this;

    const object = zohoCrm.omitEmptyStringValues({
      Last_Name: lastName,
      Account_Name: accountName,
      Deal_Name: dealName,
      Stage: stage,
      Subject: subject,
      Call_Type: callType,
      Call_Start_Time: callStartTime,
      Call_Duration: callDuration,
      Campaign_Name: campaignName,
      ...otherProps,
      ...additionalData,
    });
    const objectData = {
      data: [
        this.parseFields(object),
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);

    if (res.data[0].code === "SUCCESS") {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    } else {
      if (res.data[0].code === "INVALID_DATA") {
        throw new ConfigurationError(`Error: Invalid data for field '${res.data[0].details.api_name}'. Expected data type: ${res.data[0].details.expected_data_type}`);
      }
      throw new ConfigurationError(res.data[0].message);
    }
    return res;
  },
};

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 CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`moduleType`	`string`	Select a value from the drop down menu:`LeadsAccountsContactsDealsCampaignsTasksCasesEventsCallsSolutionsProductsVendorsPrice_BooksQuotesSales_OrdersPurchase_OrdersInvoices`

Action 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

Create Object with Zoho CRM API on New Check-In Created from Range API

Pipedream makes it easy to connect APIs for Zoho CRM, Range and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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