Create Order with SmartRoutes API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Create Order with the SmartRoutes API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and SmartRoutes action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create Order action
1. Connect your SmartRoutes account
2. Configure Order Number
3. Select a Customer Account Number
4. Select a Type
5. Optional- Configure Delivery Contact Name
6. Optional- Configure Delivery Contact Number
7. Optional- Configure Delivery Contact Email
8. Optional- Configure Delivery Address
9. Optional- Configure Delivery Postcode
10. Optional- Configure Delivery Latitude
11. Optional- Configure Delivery Longitude
12. Optional- Configure Delivery Duration
13. Optional- Configure Delivery Notes
14. Optional- Configure Delivery Date
15. Optional- Configure Pickup Address
16. Optional- Configure Pickup Postcode
17. Optional- Configure Pickup Duration
18. Optional- Configure Pickup Latitude
19. Optional- Configure Pickup Longitude
20. Optional- Configure Pickup Notes
21. Optional- Configure Pickup Contact Name
22. Optional- Configure Pickup Contact Number
23. Optional- Configure Pickup Contact Email
24. Optional- Configure Parts
25. Optional- Configure Line Items
26. Optional- Configure Time Windows
27. Optional- Configure Skills
28. Optional- Select one or more Custom Fields
29. Optional- Select one or more Capacities
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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.

Trigger Code#

import sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
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.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.
Events	`events`	`string[]`	Select a value from the drop down menu.

Trigger 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.

Action#

Create Order on SmartRoutes

Description:Creates a new order in the smartroutes. [See the documentation](https://api.smartroutes.io/v2/docs/api/#tag/Orders/paths/~1orders/post)

Version:0.0.1

Key:smartroutes-create-order

View on GitHub

SmartRoutes Overview#

The SmartRoutes API facilitates optimized routing for logistics and delivery services by calculating the best paths for multiple destinations. By integrating this API into Pipedream workflows, you can automate the process of generating efficient routes, tracking delivery status, and updating stakeholders. This streamlines operations for businesses that rely on prompt deliveries, such as e-commerce, food services, or courier companies.

Action Code#

import smartroutes from "../../smartroutes.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "smartroutes-create-order",
  name: "Create Order",
  description: "Creates a new order in the smartroutes. [See the documentation](https://api.smartroutes.io/v2/docs/api/#tag/Orders/paths/~1orders/post)",
  version: "0.0.1",
  type: "action",
  props: {
    smartroutes,
    orderNumber: {
      type: "string",
      label: "Order Number",
      description: "The order number",
    },
    customerAccount: {
      propDefinition: [
        smartroutes,
        "customerAccount",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of the order (delivery, pickup, or shipment).",
      options: [
        "delivery",
        "pickup",
        "shipment",
      ],
    },
    deliveryContactName: {
      type: "string",
      label: "Delivery Contact Name",
      description: "Name of the contact person.",
      optional: true,
    },
    deliveryContactNumber: {
      type: "string",
      label: "Delivery Contact Number",
      description: "Contact number of the person.",
      optional: true,
    },
    deliveryContactEmail: {
      type: "string",
      label: "Delivery Contact Email",
      description: "Email of the contact person.",
      optional: true,
    },
    deliveryAddress: {
      type: "string",
      label: "Delivery Address",
      description: "Delivery address.",
      optional: true,
    },
    deliveryPostcode: {
      type: "string",
      label: "Delivery Postcode",
      description: "Postcode for delivery address.",
      optional: true,
    },
    deliveryLat: {
      type: "string",
      label: "Delivery Latitude",
      description: "Latitude of the delivery location.",
      optional: true,
    },
    deliveryLng: {
      type: "string",
      label: "Delivery Longitude",
      description: "Longitude of the delivery location.",
      optional: true,
    },
    deliveryDuration: {
      type: "integer",
      label: "Delivery Duration",
      description: "Duration for order delivery in minutes.",
      optional: true,
    },
    deliveryNotes: {
      type: "string",
      label: "Delivery Notes",
      description: "Notes for delivery instructions.",
      optional: true,
    },
    deliveryDate: {
      type: "string",
      label: "Delivery Date",
      description: "Date for order delivery.",
      optional: true,
    },
    pickupAddress: {
      type: "string",
      label: "Pickup Address",
      description: "Address for order pickup.",
      optional: true,
    },
    pickupPostcode: {
      type: "string",
      label: "Pickup Postcode",
      description: "Postcode for pickup address.",
      optional: true,
    },
    pickupDuration: {
      type: "integer",
      label: "Pickup Duration",
      description: "Duration for order pickup in minutes.",
      optional: true,
    },
    pickupLat: {
      type: "string",
      label: "Pickup Latitude",
      description: "Latitude of the pickup location.",
      optional: true,
    },
    pickupLng: {
      type: "string",
      label: "Pickup Longitude",
      description: "Longitude of the pickup location.",
      optional: true,
    },
    pickupNotes: {
      type: "string",
      label: "Pickup Notes",
      description: "Notes for pickup instructions.",
      optional: true,
    },
    pickupContactName: {
      type: "string",
      label: "Pickup Contact Name",
      description: "Name of the contact person for pickup.",
      optional: true,
    },
    pickupContactNumber: {
      type: "string",
      label: "Pickup Contact Number",
      description: "Contact number of the person for pickup.",
      optional: true,
    },
    pickupContactEmail: {
      type: "string",
      label: "Pickup Contact Email",
      description: "Email of the contact person for pickup.",
      optional: true,
    },
    parts: {
      type: "integer",
      label: "Parts",
      description: "Number of parts in the order.",
      optional: true,
    },
    lineItems: {
      type: "string[]",
      label: "Line Items",
      description: "Array of line items in the order. Each line item object must contain `product_code`, `product_name`, and `product_quantity`.",
      optional: true,
    },
    timeWindows: {
      type: "string[]",
      label: "Time Windows",
      description: "Array of time windows for order delivery or pickup. Each time window object must contain `from` (Start time of the time window. Ex: \"08:00\") and `to` (End time of the time window. Ex: \"12:00\").",
      optional: true,
    },
    skills: {
      type: "string[]",
      label: "Skills",
      description: "List of required skills for the order. Skills listed must exist within your Vehicle Settings.",
      optional: true,
    },
    customFields: {
      propDefinition: [
        smartroutes,
        "customFields",
      ],
      reloadProps: true,
    },
    capacities: {
      propDefinition: [
        smartroutes,
        "capacities",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.customFields?.length) {
      for (const field of this.customFields) {
        props[`customField_${field}`] = {
          type: "string",
          label: `Value of ${field}`,
        };
      }
    }
    if (this.capacities?.length) {
      for (const capacity of this.capacities) {
        props[`capacity_${capacity}`] = {
          type: "integer",
          label: `Capacity of ${capacity}`,
        };
      }
    }
    return props;
  },
  methods: {
    buildCustomFieldsObj() {
      return this.customFields.map((field) => ({
        name: field,
        value: this[`customField_${field}`],
      }));
    },
    buildCapacitiesObj() {
      return this.capacities.map((capacity) => ({
        type: capacity,
        capacity: this[`capacity_${capacity}`],
      }));
    },
  },
  async run({ $ }) {
    const { orders } = await this.smartroutes.createOrder({
      $,
      data: [
        {
          order_number: this.orderNumber,
          customer: {
            account: this.customerAccount,
          },
          type: this.type,
          delivery_contact_name: this.deliveryContactName,
          delivery_contact_number: this.deliveryContactNumber,
          delivery_contact_email: this.deliveryContactEmail,
          delivery_address: this.deliveryAddress,
          delivery_postcode: this.deliveryPostcode,
          delivery_lat: this.deliveryLat,
          delivery_lng: this.deliveryLng,
          delivery_duration: this.deliveryDuration,
          delivery_notes: this.deliveryNotes,
          delivery_date: this.deliveryDate,
          pickup_address: this.pickupAddress,
          pickup_postcode: this.pickupPostcode,
          pickup_duration: this.pickupDuration,
          pickup_lat: this.pickupLat,
          pickup_lng: this.pickupLng,
          pickup_notes: this.pickupNotes,
          pickup_contact_name: this.pickupContactName,
          pickup_contact_number: this.pickupContactNumber,
          pickup_contact_email: this.pickupContactEmail,
          parts: this.parts,
          line_items: utils.parseObjArray(this.lineItems),
          time_windows: utils.parseObjArray(this.timeWindows),
          skills: this.skills,
          custom_fields: this.customFields?.length && this.buildCustomFieldsObj(),
          capacities: this.capacities?.length && this.buildCapacitiesObj(),
        },
      ],
    });
    $.export("$summary", `Successfully created order with ID: ${orders[0].id}`);
    return orders;
  },
};

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
SmartRoutes	`smartroutes`	`app`	This component uses the SmartRoutes app.
Order Number	`orderNumber`	`string`	The order number
Customer Account Number	`customerAccount`	`string`	Select a value from the drop down menu.
Type	`type`	`string`	Select a value from the drop down menu:`deliverypickupshipment`
Delivery Contact Name	`deliveryContactName`	`string`	Name of the contact person.
Delivery Contact Number	`deliveryContactNumber`	`string`	Contact number of the person.
Delivery Contact Email	`deliveryContactEmail`	`string`	Email of the contact person.
Delivery Address	`deliveryAddress`	`string`	Delivery address.
Delivery Postcode	`deliveryPostcode`	`string`	Postcode for delivery address.
Delivery Latitude	`deliveryLat`	`string`	Latitude of the delivery location.
Delivery Longitude	`deliveryLng`	`string`	Longitude of the delivery location.
Delivery Duration	`deliveryDuration`	`integer`	Duration for order delivery in minutes.
Delivery Notes	`deliveryNotes`	`string`	Notes for delivery instructions.
Delivery Date	`deliveryDate`	`string`	Date for order delivery.
Pickup Address	`pickupAddress`	`string`	Address for order pickup.
Pickup Postcode	`pickupPostcode`	`string`	Postcode for pickup address.
Pickup Duration	`pickupDuration`	`integer`	Duration for order pickup in minutes.
Pickup Latitude	`pickupLat`	`string`	Latitude of the pickup location.
Pickup Longitude	`pickupLng`	`string`	Longitude of the pickup location.
Pickup Notes	`pickupNotes`	`string`	Notes for pickup instructions.
Pickup Contact Name	`pickupContactName`	`string`	Name of the contact person for pickup.
Pickup Contact Number	`pickupContactNumber`	`string`	Contact number of the person for pickup.
Pickup Contact Email	`pickupContactEmail`	`string`	Email of the contact person for pickup.
Parts	`parts`	`integer`	Number of parts in the order.
Line Items	`lineItems`	`string[]`	Array of line items in the order. Each line item object must contain `product_code`, `product_name`, and `product_quantity`.
Time Windows	`timeWindows`	`string[]`	Array of time windows for order delivery or pickup. Each time window object must contain `from` (Start time of the time window. Ex: "08:00") and `to` (End time of the time window. Ex: "12:00").
Skills	`skills`	`string[]`	List of required skills for the order. Skills listed must exist within your Vehicle Settings.
Custom Fields	`customFields`	`string[]`	Select a value from the drop down menu.
Capacities	`capacities`	`string[]`	Select a value from the drop down menu.

Create Order with SmartRoutes API on New Event (Instant) from Zoho CRM API

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