← Etsy + Zoho CRM integrations

Create Object with Zoho CRM API on New Transaction from Etsy API

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Trigger workflow on
New Transaction from the Etsy 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 Etsy trigger and Zoho CRM 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 Transaction trigger
    1. Connect your Etsy account
    2. Configure Polling schedule
  3. Configure the Create Object action
    1. Connect your Zoho CRM account
    2. Select a Module
  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 event when a new transaction is created. [See the Documentation](https://developers.etsy.com/documentation/reference#operation/getShopReceiptTransactionsByShop)
Version:0.0.3
Key:etsy-new-transaction

Etsy Overview

Etsy is a global e-commerce platform specializing in handmade, vintage, and craft items. It offers a marketplace where artisans can connect directly with buyers. The term 'Etsy' is a trademark of Etsy, Inc. This application uses the Etsy API but is not endorsed or certified by Etsy.

The Etsy API provides a rich interface to interact with the popular e-commerce platform known for its unique, handmade, and vintage items. Using the Etsy API via Pipedream, you can automate various aspects of your Etsy shop, including inventory management, order processing, and customer engagement. It opens up possibilities for streamlining mundane tasks, reacting to shop events in real-time, and syncing data across different platforms, enhancing the efficiency and responsiveness of your online business operations.

Trigger Code

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

export default {
  ...common,
  key: "etsy-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a new transaction is created. [See the Documentation](https://developers.etsy.com/documentation/reference#operation/getShopReceiptTransactionsByShop)",
  type: "source",
  version: "0.0.3",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getShopReceiptTransactionsByShop;
    },
    getResourceFnArgs(shopId) {
      return {
        shopId,
        params: {
          limit: constants.DEFAULT_LIMIT,
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.transaction_id,
        summary: `New Transaction: ${resource.title}`,
        ts: resource.created_timestamp,
      };
    },
  },
};

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
EtsyappappThis component uses the Etsy app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the API

Trigger Authentication

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

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

profile_rprofile_wfeedback_rtransactions_rtransactions_wshops_rshops_wemail_rlistings_dlistings_wlistings_r

About Etsy

Shop for handmade, vintage, custom, and unique gifts

Action

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

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
ModulemoduleTypestringSelect 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.

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