← Zoho CRM + Clerk integrations

Create User with Clerk API on New or Updated Contact (Instant) from Zoho CRM API

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New or Updated Contact (Instant) from the Zoho CRM API
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Create User with the Clerk API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Clerk 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 Contact (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Create User action
    1. Connect your Clerk account
    2. Optional- Configure External Id
    3. Optional- Configure First Name
    4. Optional- Configure Last Name
    5. Configure Email Addresses
    6. Optional- Configure Phone Numbers
    7. Optional- Configure Web3 Wallets
    8. Optional- Configure Username
    9. Configure Password
    10. Optional- Configure Password Digest
    11. Optional- Configure Password Hasher
    12. Optional- Configure Skip Password Checks
    13. Optional- Configure Skip Password Requirement
    14. Optional- Configure TOTP Secret
    15. Optional- Configure Backup Codes
    16. Optional- Configure Public Metadata
    17. Optional- Configure Private Metadata
    18. Optional- Configure Unsafe Metadata
    19. Optional- Configure Created At
  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 contact is created or updated in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-or-updated-contact

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.
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:Creates a new user. Your user management settings determine how you should setup your user model. [See the documentation](https://clerk.com/docs/reference/backend-api/tag/Users#operation/CreateUser)
Version:0.0.1
Key:clerk-create-user

Clerk Overview

The Clerk API lets you manage user authentication and create secure, delightful user experiences in your apps. Within Pipedream's serverless platform, you can harness this API to automate workflows that trigger on user events, sync user data across apps, and maintain robust user management without the heavy lifting of building authentication infrastructure from scratch.

Action Code

import clerk from "../../clerk.app.mjs";
import {
  parseError, parseObject,
} from "../../common/utils.mjs";

export default {
  key: "clerk-create-user",
  name: "Create User",
  version: "0.0.1",
  description: "Creates a new user. Your user management settings determine how you should setup your user model. [See the documentation](https://clerk.com/docs/reference/backend-api/tag/Users#operation/CreateUser)",
  type: "action",
  props: {
    clerk,
    externalId: {
      propDefinition: [
        clerk,
        "externalId",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        clerk,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        clerk,
        "lastName",
      ],
      optional: true,
    },
    emailAddress: {
      type: "string[]",
      label: "Email Addresses",
      description: "Email addresses to add to the user. Must be unique across your instance. The first email address will be set as the user's primary email address.",
    },
    phoneNumber: {
      type: "string[]",
      label: "Phone Numbers",
      description: "Phone numbers to add to the user. Must be unique across your instance. The first phone number will be set as user's primary phone number.",
      optional: true,
    },
    web3Wallet: {
      type: "string[]",
      label: "Web3 Wallets",
      description: "Web3 wallets to add to the user. Must be unique across your instance. The first wallet will be set as the user's primary wallet.",
      optional: true,
    },
    username: {
      propDefinition: [
        clerk,
        "username",
      ],
      optional: true,
    },
    password: {
      propDefinition: [
        clerk,
        "password",
      ],
    },
    passwordDigest: {
      type: "string",
      label: "Password Digest",
      description: "In case you already have the password digests and not the passswords, you can use them for the newly created user via this property. The digests should be generated with one of the supported algorithms. The hashing algorithm can be specified using the `Password Hasher` property.",
      optional: true,
    },
    passwordHasher: {
      type: "string",
      label: "Password Hasher",
      description: "The hashing algorithm that was used to generate the password digest. The algorithms that Clerk supports at the moment are `bcrypt`, `bcrypt_sha256_django`, `md5`, `pbkdf2_sha256`, `pbkdf2_sha256_django`, `phpass`, `scrypt_firebase` and 2 `argon2` variants, `argon2i` and `argon2id`. Each of the above expects the incoming digest to be of a particular format. [See the documentarion](https://clerk.com/docs/reference/backend-api/tag/Users#operation/CreateUser!path=password_hasher&t=request) for further information.",
      optional: true,
    },
    skipPasswordChecks: {
      propDefinition: [
        clerk,
        "skipPasswordChecks",
      ],
      optional: true,
    },
    skipPasswordRequirement: {
      type: "boolean",
      label: "Skip Password Requirement",
      description: "When set to `true`, `password` is not required anymore when creating the user and can be omitted. This is useful when you are trying to create a user that doesn't have a password, in an instance that is using passwords. Please note that you cannot use this flag if password is the only way for a user to sign into your instance.",
      optional: true,
    },
    totpSecret: {
      propDefinition: [
        clerk,
        "totpSecret",
      ],
      optional: true,
    },
    backupCodes: {
      propDefinition: [
        clerk,
        "backupCodes",
      ],
      optional: true,
    },
    publicMetadata: {
      propDefinition: [
        clerk,
        "publicMetadata",
      ],
      optional: true,
    },
    privateMetadata: {
      propDefinition: [
        clerk,
        "privateMetadata",
      ],
      optional: true,
    },
    unsafeMetadata: {
      propDefinition: [
        clerk,
        "unsafeMetadata",
      ],
      optional: true,
    },
    createdAt: {
      propDefinition: [
        clerk,
        "createdAt",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (this.passwordDigest) {
      this.password = null;
    }
    try {
      const response = await this.clerk.createUser({
        $,
        data: {
          external_id: this.externalId,
          first_name: this.firstName,
          last_name: this.lastName,
          email_address: parseObject(this.emailAddress),
          phone_number: parseObject(this.phoneNumber),
          web3_wallet: parseObject(this.web3Wallet),
          username: this.username,
          password: this.password,
          password_digest: this.passwordDigest,
          password_hasher: this.passwordHasher,
          skip_password_checks: this.skipPasswordChecks,
          skip_password_requirement: this.skipPasswordRequirement,
          totp_secret: this.totpSecret,
          backup_codes: parseObject(this.backupCodes),
          public_metadata: parseObject(this.publicMetadata),
          private_metadata: parseObject(this.privateMetadata),
          unsafe_metadata: parseObject(this.unsafeMetadata),
          created_at: this.createdAt,
        },
      });

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

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
ClerkclerkappThis component uses the Clerk app.
External IdexternalIdstring

The ID of the user as used in your external systems or your previous authentication solution. Must be unique across your instance.

First NamefirstNamestring

The first name to assign to the user.

Last NamelastNamestring

The last name to assign to the user.

Email AddressesemailAddressstring[]

Email addresses to add to the user. Must be unique across your instance. The first email address will be set as the user's primary email address.

Phone NumbersphoneNumberstring[]

Phone numbers to add to the user. Must be unique across your instance. The first phone number will be set as user's primary phone number.

Web3 Walletsweb3Walletstring[]

Web3 wallets to add to the user. Must be unique across your instance. The first wallet will be set as the user's primary wallet.

Usernameusernamestring

The username to give to the user. It must be unique across your instance.

Passwordpasswordstring

The plaintext password to give to the user. Must be at least 8 characters long, and can not be in any list of hacked passwords.

Password DigestpasswordDigeststring

In case you already have the password digests and not the passswords, you can use them for the newly created user via this property. The digests should be generated with one of the supported algorithms. The hashing algorithm can be specified using the Password Hasher property.

Password HasherpasswordHasherstring

The hashing algorithm that was used to generate the password digest. The algorithms that Clerk supports at the moment are bcrypt, bcrypt_sha256_django, md5, pbkdf2_sha256, pbkdf2_sha256_django, phpass, scrypt_firebase and 2 argon2 variants, argon2i and argon2id. Each of the above expects the incoming digest to be of a particular format. See the documentarion for further information.

Skip Password ChecksskipPasswordChecksboolean

When set to true all password checks are skipped. It is recommended to use this method only when migrating plaintext passwords to Clerk. Upon migration the user base should be prompted to pick stronger password.

Skip Password RequirementskipPasswordRequirementboolean

When set to true, password is not required anymore when creating the user and can be omitted. This is useful when you are trying to create a user that doesn't have a password, in an instance that is using passwords. Please note that you cannot use this flag if password is the only way for a user to sign into your instance.

TOTP SecrettotpSecretstring

In case TOTP is configured on the instance, you can provide the secret to enable it on the newly created user without the need to reset it.

Backup CodesbackupCodesstring[]

If Backup Codes are configured on the instance, you can provide them to enable it on the newly created user without the need to reset them. You must provide the backup codes in plain format or the corresponding bcrypt digest.

Public MetadatapublicMetadataobject

Metadata saved on the user, that is visible to both your Frontend and Backend APIs.

Private MetadataprivateMetadataobject

Metadata saved on the user, that is only visible to your Backend API.

Unsafe MetadataunsafeMetadataobject

Metadata saved on the user, that can be updated from both the Frontend and Backend APIs. Note: Since this data can be modified from the frontend, it is not guaranteed to be safe.

Created AtcreatedAtstring

A custom date/time denoting when the user signed up to the application, specified in RFC3339 format (e.g. 2012-10-20T07:15:20.902Z).

Action Authentication

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

About Clerk

Drop-in authentication for React and React Native.

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