Create Object with Zoho CRM API on New Field Value from Confection API

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Trigger workflow on

New Field Value from the Confection 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 Confection 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 Field Value trigger
1. Connect your Confection account
2. Configure timer
3. Configure Field of Significance
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 Field Value on Confection

Description:Emit new event when the UUID is significant enough to be classified as a lead. You define the field of significance and if a UUID gets a value for this field, it will trigger.

Version:0.1.0

Key:confection-new-field-value

View on GitHub

Confection Overview#

Confection API provides a robust solution for collecting, managing, and utilizing user data in compliance with privacy regulations. It helps businesses capture data lost due to ad blockers and privacy tech, ensuring you don't miss out on valuable insights. With Pipedream, you can harness this data in real-time, triggering actions, analyzing trends, or integrating with other services for a comprehensive data strategy.

Trigger Code#

import common from "../common.mjs";
import confection from "../../confection.app.mjs";

export default {
  key: "confection-new-field-value",
  name: "New Field Value",
  version: "0.1.0",
  dedupe: "unique",
  type: "source",
  description:
    "Emit new event when the UUID is significant enough to be classified as a lead. You define the field of significance and if a UUID gets a value for this field, it will trigger.",
  props: {
    ...common.props,
    triggerField: {
      propDefinition: [
        confection,
        "triggerField",
      ],
      description:
        "Define a field to be used to indicate that a UUID is significant enough to be a lead. You must enter the form input name which Confection uses as the api name of the field.",
    },
  },
  methods: {
    ...common.methods,
    /**
     * Get summary for the triggered event
     *
     * @param {string} uuid - Emitted data UUID
     */
    getSummary(uuid) {
      return `New ${this.triggerField} lead with UUID: ${uuid}`;
    },
    /**
     * Get data from Confection Live API
     *
     * @param {string} lastTimestamp - Start of results time frame
     * @param {string} timestamp - End of results time frame
     */
    getSourceData(lastTimestamp, timestamp) {
      return this.confection.getNewFieldValue(
        this.triggerField,
        lastTimestamp,
        timestamp,
      );
    },
  },
  run: common.run,
};

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
Confection	`confection`	`app`	This component uses the Confection app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Field of Significance	`triggerField`	`string`	Define a field to be used to indicate that a UUID is significant enough to be a lead. You must enter the form input name which Confection uses as the api name of the field.

Trigger Authentication#

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

Find your account ID and API keys here: https://dashboard.confection.io/my-keys

Need an account? Using Confection for the first time? Please see our quick-start guide: https://confection.io/quick-start/pipedream

About Confection#

Confection collects, stores, and distributes data in a way that's unaffected by client-side disruptions involving cookies, cross-domain scripts, and device IDs. It's also compliant with global privacy laws so it’s good for people too.

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

About Zoho CRM#

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

More Ways to Connect Zoho CRM + Confection#

Other Popular Integrations#

Get Related UUIDs with Confection API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Confection

Create Object with Zoho CRM API on New Field Value from Confection API

Pipedream makes it easy to connect APIs for Zoho CRM, Confection 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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