Create Object with Zoho CRM API on New or changed appointments from SuperSaaS API

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Trigger workflow on

New or changed appointments from the SuperSaaS 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 SuperSaaS 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 or changed appointments trigger
1. Connect your SuperSaaS account
2. Select one or more Schedules
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 or changed appointments on SuperSaaS

Description:Emits an event for every changed appointments from the selected schedules.

Version:0.0.1

Key:supersaas-changed-appointments

View on GitHub

SuperSaaS Overview#

The SuperSaaS API unlocks the power to automate and streamline your appointment scheduling processes. This tool is tailored for businesses and individuals who manage bookings, reservations, or rentals. By leveraging the API with Pipedream's integration capabilities, you can craft custom workflows that handle everything from syncing appointment data with your calendar, sending customized notifications, to processing payments or follow-ups based on booking activities.

Trigger Code#

const dayjs = require('dayjs');
const makeEventSummary = require('../utils/makeEventSummary.js');
const supersaas = require('../supersaas.app.js');

module.exports = {
  key: 'supersaas-changed-appointments',
  name: 'New or changed appointments',
  description: `Emits an event for every changed appointments from the selected schedules.`,
  version: '0.0.1',
  props: {
    supersaas,
    schedules: { propDefinition: [supersaas, 'schedules'] },
    db: "$.service.db",
    http: '$.interface.http',
  },
  hooks: {
    async activate() {
      const { http, schedules } = this;

      this.db.set('activeHooks', await this.supersaas.createHooks(schedules.map(x => ({
        event: 'C', // change_appointment
        parent_id: Number(x),
        target_url: http.endpoint,
      }))));
    },
    async deactivate() {
      await this.supersaas.destroyHooks(this.db.get('activeHooks') || []);
      this.db.set('activeHooks', []);
    },
  },
  async run(ev) {
    const outEv = {
      meta: {
        summary: makeEventSummary(ev),
        ts: dayjs(ev.body.created_on).valueOf(),
      },
      body: ev.body,
    };

    console.log('Emitting:', outEv);
    this.$emit(outEv, outEv.meta);
  },
};

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
SuperSaaS	`supersaas`	`app`	This component uses the SuperSaaS app.
Schedules	`schedules`	`string[]`	Select a value from the drop down menu.
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.

Trigger Authentication#

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

You can find your account name and API key in the Account Info section of your settings. See the Authentication docs for more info.

About SuperSaaS#

Appointment Scheduling for Every Situation

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 or changed appointments from SuperSaaS API

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