Create PDF with PDF Charts API on New User from Zoho CRM API

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Trigger workflow on

New User from the Zoho CRM API

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Create PDF with the PDF Charts API

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Getting Started#

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

Select this integration
Configure the New User trigger
1. Connect your Zoho CRM account
2. Configure Polling Interval
3. Select a User Type
Configure the Create PDF action
1. Connect your PDF Charts account
2. Configure Document ID
3. Configure Data
4. Configure alert
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 User on Zoho CRM

Description:Emits an event each time a new user is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-user

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 common from "../common/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho API on this schedule
User Type	`userType`	`string`	Select a value from the drop down menu:`{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }`

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 PDF on PDF Charts

Description:Create a PDF document using PDF Charts. [See the documentation](https://www.pdf-charts.com/playground)

Version:0.0.1

Key:pdf_charts-create-pdf

View on GitHub

PDF Charts Overview#

The PDF Charts API allows users to create high-quality, customizable PDF documents featuring various chart types directly from data. This API is especially valuable in automated reporting systems, data visualization for analytics, and dynamically generated financial or operational reports. By integrating this API with Pipedream, you can automate the generation and distribution of these documents based on triggers from numerous other apps and data sources, streamlining processes like monthly sales reporting, customer analytics, or resource management.

Action Code#

import pdfCharts from "../../pdf_charts.app.mjs";

export default {
  key: "pdf_charts-create-pdf",
  name: "Create PDF",
  description: "Create a PDF document using PDF Charts. [See the documentation](https://www.pdf-charts.com/playground)",
  version: "0.0.1",
  type: "action",
  props: {
    pdfCharts,
    documentId: {
      type: "string",
      label: "Document ID",
      description: "ID of the document for PDF creation",
    },
    data: {
      type: "object",
      label: "Data",
      description: "Values for elements in the document. See the PDF Charts [Playground](https://www.pdf-charts.com/playground) for example data.",
    },
    alert: {
      type: "alert",
      alertType: "info",
      content: `Data Example: 
        \n\`{"day":"Monday","item1713508000534":{"title":{"x":"center","text":"Sample Bar Chart"},"xAxis":{"data":["Category 1","Category 2","Category 3","Category 4","Category 5"],"type":"category","axisTick":{"show":false} },"yAxis":{"type":"value"},"series":[{"data":[{"value":20},{"value":200},{"value":150},{"value":80},{"value":70}],"name":"Data","type":"bar"}]} }\`
        \n\n Note: To find the correct element id(s) (ex. item1713508000534), select the document in PDF Charts and click the edit icon.`,
    },
  },
  async run({ $ }) {
    const response = await this.pdfCharts.createPdf({
      $,
      data: {
        documentId: this.documentId,
        data: typeof this.data === "string"
          ? JSON.parse(this.data)
          : this.data,
        output: "json",
      },
    });
    $.export("$summary", `Successfully created PDF: ${response.signedUrl}`);
    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.

Label	Prop	Type	Description
PDF Charts	`pdfCharts`	`app`	This component uses the PDF Charts app.
Document ID	`documentId`	`string`	ID of the document for PDF creation
Data	`data`	`object`	Values for elements in the document. See the PDF Charts Playground for example data.

Create PDF with PDF Charts API on New User from Zoho CRM API

Pipedream makes it easy to connect APIs for PDF Charts, 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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