Create Object with Zoho CRM API on New Transaction from GoCardless Bank Account Data (formerly Nordigen) API

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Trigger workflow on

New Transaction from the GoCardless Bank Account Data (formerly Nordigen) 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 GoCardless Bank Account Data (formerly Nordigen) 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 Transaction trigger
1. Connect your GoCardless Bank Account Data (formerly Nordigen) account
2. Configure Timer
3. Select a Requisition Id
4. Select a AccountId
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 Transaction on GoCardless Bank Account Data (formerly Nordigen)

Description:Emit new event when a transaction occurs

Version:1.0.0

Key:nordigen-new-transaction

View on GitHub

GoCardless Bank Account Data (formerly Nordigen) Overview#

The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.

Trigger Code#

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

export default {
  key: "nordigen-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a transaction occurs",
  version: "1.0.0",
  type: "source",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    nordigen,
    timer: {
      type: "$.interface.timer",
      label: "Timer",
      description: "When should the source check for a new event",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    requisitionId: {
      propDefinition: [
        nordigen,
        "requisitionId",
      ],
    },
    accountId: {
      propDefinition: [
        nordigen,
        "accountId",
        (c) => ({
          requisitionId: c.requisitionId,
        }),
      ],
    },
  },
  methods: {
    _getLastTransactionDate() {
      return this.db.get("lastTransactionDate");
    },
    _setLastTransactionDate(lastTransactionDate) {
      this.db.set("lastTransactionDate", lastTransactionDate);
    },
  },
  async run() {
    let lastTransactionDate = this._getLastTransactionDate();
    const args = lastTransactionDate
      ? {
        params: {
          date_from: lastTransactionDate,
        },
      }
      : {};
    const transactions = await this.nordigen.listTransactions(this.accountId, args);

    transactions.forEach((transaction) => {
      if (!lastTransactionDate
        || Date.parse(transaction.bookingDate) > Date.parse(lastTransactionDate)) {
        lastTransactionDate = transaction.bookingDate;
      }
      this.$emit(transaction, {
        summary: `${transaction.transactionAmount.amount} ${transaction.transactionAmount.currency} - ${transaction.valueDate}`,
        id: transaction.transactionId,
        ts: new Date(),
      });
    });

    this._setLastTransactionDate(lastTransactionDate);
  },
};

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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
GoCardless Bank Account Data (formerly Nordigen)	`nordigen`	`app`	This component uses the GoCardless Bank Account Data (formerly Nordigen) app.
Timer	`timer`	`$.interface.timer`	When should the source check for a new event
Requisition Id	`requisitionId`	`string`	Select a value from the drop down menu.
AccountId	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

GoCardless Bank Account Data (formerly Nordigen) uses OAuth authentication. When you connect your GoCardless Bank Account Data (formerly Nordigen) account, Pipedream will open a popup window where you can sign into GoCardless Bank Account Data (formerly Nordigen) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any GoCardless Bank Account Data (formerly Nordigen) API.

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

About GoCardless Bank Account Data (formerly Nordigen)#

The Nordigen product has now been relaunched as GoCardless Bank Account Data.

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 Transaction from GoCardless Bank Account Data (formerly Nordigen) API

Pipedream makes it easy to connect APIs for Zoho CRM, GoCardless Bank Account Data (formerly Nordigen) 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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