Create Object with Zoho CRM API on New Invoice Entry from Harvest API

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Trigger workflow on

New Invoice Entry from the Harvest 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 Harvest 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 Invoice Entry trigger
1. Connect your Harvest account
2. Configure Polling interval
3. Select a Account ID
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 Invoice Entry on Harvest

Description:Emit new notifications when a new invoice is created

Version:0.0.4

Key:harvest-new-invoice-entry

View on GitHub

Harvest Overview#

Harvest is a time tracking and invoicing tool that can streamline the way freelancers and businesses record time for various projects and tasks. By leveraging the Harvest API on Pipedream, you can automate complex workflows that integrate time tracking data with other business tools. Generate reports, sync project data, and manage invoices with minimal manual intervention. Pipedream's serverless platform lets you create these automations using simple, code-driven components, enabling a seamless connection between Harvest and a multitude of other apps.

Trigger Code#

import harvest from "../../harvest.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "harvest-new-invoice-entry",
  name: "New Invoice Entry",
  description: "Emit new notifications when a new invoice is created",
  version: "0.0.4",
  type: "source",
  props: {
    harvest,
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Harvest API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
    accountId: {
      propDefinition: [
        harvest,
        "accountId",
      ],
    },
  },
  dedupe: "unique",
  async run() {
    const data = [];
    let lastDateChecked = this.harvest.getLastDateChecked(this.db);
    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.harvest.setLastDateChecked(this.db, lastDateChecked);
    }
    const invoices = await this.harvest.listInvoicesPaginated({
      page: 1,
      updatedSince: lastDateChecked,
      accountId: this.accountId,
    });
    for await (const invoice of invoices) {
      data.push(invoice);
    }
    data && data.reverse().forEach((invoice) => {
      this.harvest.setLastDateChecked(this.db, invoice.updated_at);
      this.$emit(invoice,
        {
          id: invoice.id,
          summary: `Invoice number: ${invoice.number}`,
          ts: Date.parse(invoice.updated_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
Harvest	`harvest`	`app`	This component uses the Harvest app.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Harvest API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Account ID	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Harvest#

Online Time Tracking and Invoicing Software

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:0.3.2

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";

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: "0.3.2",
  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: [
        object,
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);
    if (res.data[0].details.id) {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    }
    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 Invoice Entry from Harvest API

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