← Zoho CRM + Mamo Business integrations

Create Payment Link with Mamo Business API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Mamo Business, Zoho CRM and 2,400+ other apps remarkably fast.

Trigger workflow on
New or Updated Lead (Instant) from the Zoho CRM API
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Create Payment Link with the Mamo Business API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Mamo Business 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 or Updated Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Create Payment Link action
    1. Connect your Mamo Business account
    2. Configure Title
    3. Optional- Configure Description
    4. Optional- Configure Capacity
    5. Optional- Configure Active
    6. Optional- Configure Return URL
    7. Optional- Configure Failure Return URL
    8. Optional- Configure Processing Fee Percentage
    9. Optional- Configure Amount
    10. Select a Amount Currency
    11. Optional- Configure Is Widget
    12. Optional- Configure Enable Tabby
    13. Optional- Configure Enable Message
    14. Optional- Configure Enable Tips
    15. Optional- Configure Enable Customer Details
    16. Optional- Configure Enable Quantity
    17. Optional- Configure Enable QR Code
    18. Optional- Configure Send Customer Receipt
    19. Optional- Configure First Name
    20. Optional- Configure Last Name
    21. Optional- Configure Email
    22. Optional- Configure External Id
    23. Optional- Configure Custom Data
    24. Configure Is Recurring
  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:Emits an event each time a new lead is created or updated in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-or-updated-lead

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 common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-or-updated-lead",
  name: "New or Updated Lead (Instant)",
  description: "Emits an event each time a new lead is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
        crudOps.editOpData(),
      ];
    },
  },
};

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
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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.

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

Description:Generate a vanilla or subscription payment link. [See the documentation](https://mamopay.readme.io/reference/post_links)
Version:0.0.1
Key:mamo_business-create-payment-link

Mamo Business Overview

The Mamo Business API offers capabilities for organizations to manage payments and financial tasks. With the API, you can create and oversee invoices, process payments, and handle transfers among other operations. Integrating Mamo Business with Pipedream allows you to automate workflows involving payment processing, financial monitoring, and syncing transaction data with other business systems. Use it to streamline how money moves into and out of your organization, ensuring accurate financial records while saving time on manual tasks.

Action Code

import { parseObject } from "../../common/utils.mjs";
import app from "../../mamo_business.app.mjs";

export default {
  key: "mamo_business-create-payment-link",
  name: "Create Payment Link",
  version: "0.0.1",
  description: "Generate a vanilla or subscription payment link. [See the documentation](https://mamopay.readme.io/reference/post_links)",
  type: "action",
  props: {
    app,
    title: {
      type: "string",
      label: "Title",
      description: "The title of the payment link.",
    },
    description: {
      type: "string",
      label: "Description",
      description: "Payment description. This will appear on the payment checkout page.",
      optional: true,
    },
    capacity: {
      type: "integer",
      label: "Capacity",
      description: "The capacity will be ignored when the subscription params exist and value will be null.",
      optional: true,
    },
    active: {
      type: "boolean",
      label: "Active",
      description: "Whether the payment is active or not.",
      optional: true,
    },
    returnUrl: {
      type: "string",
      label: "Return URL",
      description: "The URL which the customer will be redirected to after a successful payment.",
      optional: true,
    },
    failureReturnUrl: {
      type: "string",
      label: "Failure Return URL",
      description: "The URL which the customer will be redirected to after a failure payment.",
      optional: true,
    },
    processingFeePercentage: {
      type: "integer",
      label: "Processing Fee Percentage",
      description: "The percentage of the transaction that is the fee.",
      optional: true,
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "The value number of the payment.",
      optional: true,
    },
    amountCurrency: {
      type: "string",
      label: "Amount Currency",
      description: "The currency that the transaction will be charged.",
      default: "AED",
      options: [
        "AED",
        "USD",
        "EUR",
        "GBP",
        "SAR",
      ],
    },
    isWidget: {
      type: "boolean",
      label: "Is Widget",
      description: "Generate widget payment link.",
      optional: true,
    },
    enableTabby: {
      type: "boolean",
      label: "Enable Tabby",
      description: "Enables the ability for customers to buy now and pay later.",
      optional: true,
    },
    enableMessage: {
      type: "boolean",
      label: "Enable Message",
      description: "Enables the ability for customers to add a message during the checkout process.",
      optional: true,
    },
    enableTips: {
      type: "boolean",
      label: "Enable Tips",
      description: "Enables the tips option. This will be displayed on the first screen.",
      optional: true,
    },
    enableCustomerDetails: {
      type: "boolean",
      label: "Enable Customer Details",
      description: "Enables adding customer details such as the name, email, and phone number. This screen will be displayed before the payment details screen.",
      optional: true,
    },
    enableQuantity: {
      type: "boolean",
      label: "Enable Quantity",
      description: "Enable the payment link to be used multiple times.",
      optional: true,
    },
    enableQrCode: {
      type: "boolean",
      label: "Enable QR Code",
      description: "Adds the ability to verify a payment through a QR code.",
      optional: true,
    },
    sendCustomerReceipt: {
      type: "boolean",
      label: "Send Customer Receipt",
      description: "Enables the sending of customer receipts.",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of customer which will pre-populate in card info step.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of customer which will pre-populate in card info step.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of customer which will pre-populate in card info step.",
      optional: true,
    },
    externalId: {
      type: "string",
      label: "External Id",
      description: "The external ID of your choice to associate with payments captured by this payment link.",
      optional: true,
    },
    customData: {
      type: "object",
      label: "Custom Data",
      description: "An object with custom data of the payment link.",
      optional: true,
    },
    isRecurring: {
      type: "boolean",
      label: "Is Recurring",
      description: "Whether this payment link is for a recurring payment.",
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.isRecurring) {
      props.frequency = {
        type: "string",
        label: "Frequency",
        description: "Defines the interval that this subscription will be run on.",
        options: [
          "weekly",
          "monthly",
          "annually",
        ],
      };
      props.frequencyInterval = {
        type: "integer",
        label: "Frequency Interval",
        description: "Defines how often this subscription will run. This will be based on the frequency property defined above.",
      };
      props.endDate = {
        type: "string",
        label: "End Date",
        description: "The last date this subscription could run on. Format: YYYY/MM/DD",
      };
      props.paymentQuantity = {
        type: "string",
        label: "Payment Quantity",
        description: "Number of times this subscription will occur. If end_date defined, end_date takes precedence.",
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      app,
      returnUrl,
      failureReturnUrl,
      processingFeePercentage,
      amountCurrency,
      isWidget,
      enableTabby,
      enableMessage,
      enableTips,
      enableCustomerDetails,
      enableQuantity,
      enableQrCode,
      sendCustomerReceipt,
      firstName,
      lastName,
      externalId,
      customData,
      isRecurring,
      frequency,
      frequencyInterval,
      endDate,
      paymentQuantity,
      ...data
    } = this;

    const obj = {
      return_url: returnUrl,
      failure_return_url: failureReturnUrl,
      processing_fee_percentage: processingFeePercentage,
      amount_currency: amountCurrency,
      is_widget: isWidget,
      enable_tabby: enableTabby,
      enable_message: enableMessage,
      enable_tips: enableTips,
      enable_customer_details: enableCustomerDetails,
      enable_quantity: enableQuantity,
      enable_qr_code: enableQrCode,
      send_customer_receipt: sendCustomerReceipt,
      first_name: firstName,
      last_name: lastName,
      external_id: externalId,
      custom_data: customData && parseObject(customData),
      ...data,
    };
    if (isRecurring) {
      obj.subscription = {
        frequency,
        frequency_interval: frequencyInterval,
        end_ate: endDate,
        payment_quantity: paymentQuantity,
      };
    }

    const response = await app.createPaymentLink({
      $,
      data: obj,
    });

    $.export("$summary", `A new payment link with Id: ${response.id} was successfully created!`);
    return response;
  },
};

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
Mamo BusinessappappThis component uses the Mamo Business app.
Titletitlestring

The title of the payment link.

Descriptiondescriptionstring

Payment description. This will appear on the payment checkout page.

Capacitycapacityinteger

The capacity will be ignored when the subscription params exist and value will be null.

Activeactiveboolean

Whether the payment is active or not.

Return URLreturnUrlstring

The URL which the customer will be redirected to after a successful payment.

Failure Return URLfailureReturnUrlstring

The URL which the customer will be redirected to after a failure payment.

Processing Fee PercentageprocessingFeePercentageinteger

The percentage of the transaction that is the fee.

Amountamountstring

The value number of the payment.

Amount CurrencyamountCurrencystringSelect a value from the drop down menu:AEDUSDEURGBPSAR
Is WidgetisWidgetboolean

Generate widget payment link.

Enable TabbyenableTabbyboolean

Enables the ability for customers to buy now and pay later.

Enable MessageenableMessageboolean

Enables the ability for customers to add a message during the checkout process.

Enable TipsenableTipsboolean

Enables the tips option. This will be displayed on the first screen.

Enable Customer DetailsenableCustomerDetailsboolean

Enables adding customer details such as the name, email, and phone number. This screen will be displayed before the payment details screen.

Enable QuantityenableQuantityboolean

Enable the payment link to be used multiple times.

Enable QR CodeenableQrCodeboolean

Adds the ability to verify a payment through a QR code.

Send Customer ReceiptsendCustomerReceiptboolean

Enables the sending of customer receipts.

First NamefirstNamestring

The first name of customer which will pre-populate in card info step.

Last NamelastNamestring

The last name of customer which will pre-populate in card info step.

Emailemailstring

The email of customer which will pre-populate in card info step.

External IdexternalIdstring

The external ID of your choice to associate with payments captured by this payment link.

Custom DatacustomDataobject

An object with custom data of the payment link.

Is RecurringisRecurringboolean

Whether this payment link is for a recurring payment.

Action Authentication

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

About Mamo Business

Digital payments and spend management for businesses

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