Create Purchase Order with UpKeep API on New or Updated Contact (Instant) from Zoho CRM API

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Trigger workflow on

New or Updated Contact (Instant) from the Zoho CRM API

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Create Purchase Order with the UpKeep API

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Getting Started#

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

Select this integration
Configure the New or Updated Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Purchase Order action
1. Connect your UpKeep account
2. Configure Title
3. Optional- Configure Vendor
4. Optional- Select a Category
5. Optional- Configure Purchase Order Number
6. Optional- Configure Purchase Order Description
7. Optional- Configure Due Date
8. Optional- Configure Purchase Order Date
9. Optional- Select one or more Parts
10. Optional- Configure Respective Part Quantities
11. Optional- Configure Other Fields
12. Optional- Configure Custom Fields
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 or Updated Contact (Instant) on Zoho CRM

Description:Emits an event each time a new contact is created or updated in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-or-updated-contact

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/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-contact",
  name: "New or Updated Contact (Instant)",
  description: "Emits an event each time a new contact is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    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.

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.

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 Purchase Order on UpKeep

Description:Create a Purchase Order, [See the docs](https://developers.onupkeep.com/#purchase-orders)

Version:0.0.2

Key:upkeep-create-purchase-order

View on GitHub

UpKeep Overview#

The UpKeep API enables users to seamlessly integrate maintenance management tasks with Pipedream's serverless execution platform. By leveraging UpKeep's endpoints, you can automate workflows related to asset tracking, work order management, and preventive maintenance scheduling. The API's capabilities allow for real-time updates on equipment status, automated notifications for maintenance tasks, and data synchronization across maintenance teams and tools.

Action Code#

import common from "../common/common-purchase-order.mjs";

export default {
  type: "action",
  key: "upkeep-create-purchase-order",
  version: "0.0.2",
  name: "Create Purchase Order",
  description: "Create a Purchase Order, [See the docs](https://developers.onupkeep.com/#purchase-orders)",
  ...common,
  props: {
    app: common.props.app,
    title: {
      propDefinition: [
        common.props.app,
        "title",
      ],
    },
    ...common.props,
  },
  async run ({ $ }) {
    const { result } = await this.app.createPurchaseOrder({
      $,
      data: this.prepareData(),
    });
    $.export("$summary", `Purchase order with ID ${result.id} has been created.`);
    return result;
  },
};

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
UpKeep	`app`	`app`	This component uses the UpKeep app.
Title	`title`	`string`	Title of the purchase order
Vendor	`vendorId`	`string`	The ID of the vendor
Category	`categoryId`	`string`	Select a value from the drop down menu.
Purchase Order Number	`purchaseOrderNumber`	`string`	Set a custom purchase order number. If not passed, the default one from settings will be used.
Purchase Order Description	`description`	`string`	Description of the purchase order
Due Date	`dueDate`	`string`	Due date, in `yyyy-MM-dd` format, e.g. `2018-06-30`
Purchase Order Date	`poDate`	`string`	Date of purchase order, in `yyyy-MM-dd` format, e.g. `2018-06-28`
Parts	`parts`	`string[]`	Select a value from the drop down menu.
Respective Part Quantities	`respectivePartQuantityUsed`	`integer[]`	The respective quantities of each part included in the parts array
Other Fields	`otherFields`	`object`	The fields does not exist in this integration. Please see (docs)[https://developers.onupkeep.com/#purchase-orders] for more fields, e.g. `{"companyCity":"Los Angeles","companyState":"California","companyZip":"90224"}`
Custom Fields	`customFieldsPO`	`string[]`	A list of custom fields of the purchase order. Its child attributes are `name`, `value`, and `unit`, e.g. `{"name": "SAPPONumber","value": "110-235"}`

Action Authentication#

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

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

About UpKeep#

The #1 Software for Maintenance and Facility Management Teams. UpKeep is the top-rated software designed to revolutionize maintenance and asset management. We provide mobile-first SaaS solutions, Industrial IoT sensors, powerful data analytics, advanced enterprise integrations, and top-notch professional services.

More Ways to Connect UpKeep + Zoho CRM#

Other Popular Integrations#

Create Purchase Order with UpKeep API on New Contact (Instant) from Zoho CRM API

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Create Purchase Order with UpKeep API on New or Updated Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for UpKeep, 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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