Create Service Request with Jobber API on New Record from Zoho Creator API

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New Record from the Zoho Creator API

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Create Service Request with the Jobber API

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Getting Started#

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

Select this integration
Configure the New Record trigger
1. Connect your Zoho Creator account
2. Configure Polling interval
3. Select a Application
4. Select a Report
Configure the Create Service Request action
1. Connect your Jobber account
2. Select a Client ID
3. Configure Title
4. Optional- Configure Instructions
5. Optional- Configure Start At
6. Optional- Configure End At
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 Record on Zoho Creator

Description:Emit new records in a report. The `Added Time` field must be added as a **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.

Version:0.0.3

Key:zoho_creator-new-record

View on GitHub

Zoho Creator Overview#

Zoho Creator is a low-code platform that enables the building of custom applications tailored to business needs without extensive coding knowledge. Via its API, you can automate processes, manage data, and integrate with other services. Pipedream amplifies this capability by offering a serverless platform where events from various apps trigger workflows. You can use Zoho Creator’s API on Pipedream to create, read, update, and delete records, automate data flows, and link your custom apps with a myriad of other services for efficient, automated workflows.

Trigger Code#

import common from "../common.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-record",
  description: toSingleLineString(`
    Emit new records in a report. The \`Added Time\` field must be added as a **Grouping** field
    in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See
    [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New Record",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Added Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      return {
        id: record.ID,
        summary: JSON.stringify(record),
        ts: Date.parse(record[constants.ADDED_TIME_FIELD]),
      };
    },
    validateRecord(record) {
      if (!record[constants.ADDED_TIME_FIELD]) {
        throw new ConfigurationError("Record is missing the \"Added Time\" field. Add the \"Added Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.ADDED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastAddedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        addedTime: lastAddedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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 Creator	`zohoCreator`	`app`	This component uses the Zoho Creator app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	How often to poll the Zoho Creator API for resources
Application	`appLinkName`	`string`	Select a value from the drop down menu.
Report	`reportLinkName`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Zoho Creator uses OAuth authentication. When you connect your Zoho Creator account, Pipedream will open a popup window where you can sign into Zoho Creator 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 Creator API.

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator#

Low-code platform

Action#

Create Service Request on Jobber

Description:Creates a new service request for a client's first property within Jobber. [See the documentation](https://developer.getjobber.com/docs/)

Version:0.0.4

Key:jobber-create-request

View on GitHub

Jobber Overview#

The Jobber API allows for the automation of service business operations, such as scheduling jobs, managing clients, and invoicing. By pairing it with Pipedream, you can craft powerful serverless workflows that react to events in Jobber or integrate with other services to streamline your business processes. With Pipedream’s ability to connect to hundreds of apps, you can create custom automations without writing a lot of code, handling everything from data transformations to complex logic.

Action Code#

import jobber from "../../jobber.app.mjs";
import { ConfigurationError } from "@pipedream/platform";
import moment from "moment-timezone";

export default {
  key: "jobber-create-request",
  name: "Create Service Request",
  description: "Creates a new service request for a client's first property within Jobber. [See the documentation](https://developer.getjobber.com/docs/)",
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    jobber,
    clientId: {
      propDefinition: [
        jobber,
        "clientId",
      ],
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the request",
    },
    instructions: {
      type: "string",
      label: "Instructions",
      description: "The instructions for the assessment",
      optional: true,
    },
    startAt: {
      type: "string",
      label: "Start At",
      description: "The scheduled start time in ISO 8601 format.",
      optional: true,
    },
    endAt: {
      type: "string",
      label: "End At",
      description: "The scheduled end time in ISO 8601 format.",
      optional: true,
    },
  },
  methods: {
    extractDateTimeAttributes(isoDateString) {
      const date = new Date(isoDateString);

      // Extract date
      const year = date.getFullYear();
      const month = (date.getMonth() + 1).toString().padStart(2, "0");
      const day = date.getDate().toString()
        .padStart(2, "0");
      const iso8601Date = `${year}-${month}-${day}`;

      // Extract time
      const hours = date.getHours().toString()
        .padStart(2, "0");
      const minutes = date.getMinutes().toString()
        .padStart(2, "0");
      const seconds = date.getSeconds().toString()
        .padStart(2, "0");
      const iso8601Time = `${hours}:${minutes}:${seconds}`;

      // Extract timezone
      const timezone = moment.tz.guess(true);

      return `{date: "${iso8601Date}", time: "${iso8601Time}", timezone: "${timezone}"}`;
    },
  },
  async run({ $ }) {
    if ((this.startAt && !this.endAt) || (!this.startAt && this.endAt)) {
      throw new ConfigurationError("Both Start At and End At should be provided.");
    }
    const {
      clientId,
      title,
      instructions = "",
    } = this;

    let schedule = "";
    if (this.startAt && this.endAt) {
      const startAt = this.extractDateTimeAttributes(this.startAt);
      const endAt = this.extractDateTimeAttributes(this.endAt);
      schedule = `, schedule: {startAt: ${startAt}, endAt: ${endAt}}`;
    }
    const assessment = `{instructions: "${instructions}"${schedule}}`;

    const response = await this.jobber.post({
      $,
      data: {
        query: `mutation CreateRequest {
          requestCreate(
            input: {title: "${title}", clientId: "${clientId}", assessment: ${assessment}}
          ) {
            request {
              id
              title,
              client {
                id
              }
            }
          }
        }`,
        operationName: "CreateRequest",
      },
    });
    if (response.errors) {
      throw new Error(response.errors[0].message);
    }
    $.export("$summary", `Successfully created service request for client ${clientId}.`);
    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
Jobber	`jobber`	`app`	This component uses the Jobber app.
Client ID	`clientId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the request
Instructions	`instructions`	`string`	The instructions for the assessment
Start At	`startAt`	`string`	The scheduled start time in ISO 8601 format.
End At	`endAt`	`string`	The scheduled end time in ISO 8601 format.

Action Authentication#

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

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

About Jobber#

Operations management software for home service businesses

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Popular Triggers#

New or Updated Record from the Zoho Creator API

Emit new or updated records in a report. The Modified Time field must be added as Grouping field in the Zoho Creator record properties for the Report chosen in the dropdown below. See the grouping help article and the docs for more information.

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New Record from the Zoho Creator API

Emit new records in a report. The Added Time field must be added as a Grouping field in the Zoho Creator record properties for the Report chosen in the dropdown below. See the grouping help article and the docs for more information.

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