Create Relation with Laposta API on New or Updated Lead (Instant) from Zoho CRM API

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Trigger workflow on

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

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Create Relation with the Laposta API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Laposta 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 Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Relation action
1. Connect your Laposta account
2. Select a List ID
3. Configure Email
4. Optional- Configure IP
5. 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 Lead (Instant) on Zoho CRM

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

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-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.

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 Relation on Laposta

Description:Creates a relation. [See docs here (Go to `Add relationship`)](http://api.laposta.nl/doc/)

Version:0.0.1

Key:laposta-create-relation

View on GitHub

Laposta Overview#

Laposta is a robust email marketing tool, empowering users to build, send, and analyze email campaigns with ease. Leveraging the Laposta API on Pipedream, you can automate email list management, subscriber data synchronization, and campaign performance tracking. The API enables developers to create dynamic, serverless workflows that react to events across various apps, enrich contact information, or even trigger custom email sequences based on user behavior or other external cues.

Action Code#

import laposta from "../../laposta.app.mjs";

export default {
  name: "Create Relation",
  version: "0.0.1",
  key: "laposta-create-relation",
  description: "Creates a relation. [See docs here (Go to `Add relationship`)](http://api.laposta.nl/doc/)",
  type: "action",
  props: {
    laposta,
    listId: {
      propDefinition: [
        laposta,
        "listId",
      ],
    },
    email: {
      label: "Email",
      description: "The e-mail address of the contact to be added",
      type: "string",
    },
    ip: {
      label: "IP",
      description: "The IP address from which the relation is registered. Default `0.0.0.0`",
      type: "string",
      default: "0.0.0.0",
      optional: true,
    },
    customFields: {
      label: "Custom Fields",
      description: "The values of the additional fields created. E.g. `{\"name\": \"Lucas Caresia\", \"dateofbirth\": \"1999-11-05\"}`",
      type: "string",
    },
  },
  async run({ $ }) {
    this.customFields = typeof this.customFields === "string"
      ? JSON.parse(this.customFields)
      : this.this.customFields;

    const response = await this.laposta.createRelation({
      $,
      data: {
        list_id: this.listId,
        email: this.email,
        ip: this.ip,
        custom_fields: {
          ...this.customFields,
        },
      },
    });

    if (response) {
      $.export("$summary", `Successfully created relation with id ${response.member.member_id}`);
    }

    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
Laposta	`laposta`	`app`	This component uses the Laposta app.
List ID	`listId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The e-mail address of the contact to be added
IP	`ip`	`string`	The IP address from which the relation is registered. Default `0.0.0.0`
Custom Fields	`customFields`	`string`	The values of the additional fields created. E.g. `{"name": "Lucas Caresia", "dateofbirth": "1999-11-05"}`

Action Authentication#

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

To retrieve your API keys,

Navigate to your Laposta account and sign in
Go to Toegang & Abonnement > Koppelingen > API sleutels

Create Relation with Laposta API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Laposta, 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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