Generate PDF with HTML 2 PDF API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for HTML 2 PDF, Zoho CRM and 2,000+ other apps remarkably fast.

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New Lead (Instant) from the Zoho CRM API

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Generate PDF with the HTML 2 PDF API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and HTML 2 PDF action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Generate PDF action
1. Connect your HTML 2 PDF account
2. Optional- Configure URL
3. Optional- Configure HTML
4. Optional- Configure Header
5. Optional- Configure Footer
6. Optional- Configure Page Offset
7. Optional- Select a Page Size
8. Optional- Select a Orientation
9. Optional- Configure Width
10. Optional- Configure Height
11. Optional- Configure Top Margin
12. Optional- Configure Bottom Margin
13. Optional- Configure Left
14. Optional- Configure Right
15. Optional- Select a Unit
16. Optional- Select a CSS Media Type
17. Optional- Configure Optimize Layout
18. Optional- Configure Lazy Load
19. Optional- Configure Wait Time
20. Optional- Configure CSS
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 Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-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-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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#

Generate PDF on HTML 2 PDF

Description:Creates a PDF from a URL or HTML string. [See the documentation](https://www.html2pdf.co.uk/api-documentation)

Version:0.0.1

Key:html_2_pdf-generate-pdf

View on GitHub

HTML 2 PDF Overview#

The HTML 2 PDF API allows you to convert HTML documents to PDFs. In Pipedream, you can integrate this API into workflows to automate document generation tasks. This can be incredibly useful for generating reports, invoices, or any other document where you start with HTML and need a PDF output. You can trigger these conversions with various events – like a new form submission, a scheduled trigger, or even updates in a database.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import fs from "fs";
import {
  PAGE_SIZE_OPTIONS, UNIT_OPTIONS,
} from "../../common/constants.mjs";
import html2Pdf from "../../html_2_pdf.app.mjs";

export default {
  key: "html_2_pdf-generate-pdf",
  name: "Generate PDF",
  description: "Creates a PDF from a URL or HTML string. [See the documentation](https://www.html2pdf.co.uk/api-documentation)",
  version: "0.0.1",
  type: "action",
  props: {
    html2Pdf,
    url: {
      type: "string",
      label: "URL",
      description: "The URL you want to convert to PDF.",
      optional: true,
    },
    html: {
      type: "string",
      label: "HTML",
      description: "The HTML you want to convert to PDF.",
      optional: true,
    },
    header: {
      type: "string",
      label: "Header",
      description: "Header in HTML format.",
      optional: true,
    },
    footer: {
      type: "string",
      label: "Footer",
      description: "Footer in HTML format.",
      optional: true,
    },
    pageOffset: {
      type: "integer",
      label: "Page Offset",
      description: "Number to offset your page number",
      optional: true,
    },
    pageSize: {
      type: "string",
      label: "Page Size",
      description: "The standard page formats.",
      optional: true,
      options: PAGE_SIZE_OPTIONS,
    },
    orientation: {
      type: "string",
      label: "Orientation",
      description: "The page orientation.",
      optional: true,
      options: [
        "portrait",
        "landscape",
      ],
    },
    width: {
      type: "string",
      label: "Width",
      description: "Custom width (overrides 'Page Size').",
      optional: true,
    },
    height: {
      type: "string",
      label: "Height",
      description: "Custom height (overrides 'Page Size').",
      optional: true,
    },
    top: {
      type: "string",
      label: "Top Margin",
      description: "You need one if you want to display a header.",
      optional: true,
    },
    bottom: {
      type: "string",
      label: "Bottom Margin",
      description: "You need one if you want to display a footer.",
      optional: true,
    },
    left: {
      type: "string",
      label: "Left",
      description: "Left margin.",
      optional: true,
    },
    right: {
      type: "string",
      label: "Right",
      description: "Right margin.",
      optional: true,
    },
    unit: {
      type: "string",
      label: "Unit",
      description: "Unit for the custom width, height and margins.",
      optional: true,
      options: UNIT_OPTIONS,
    },
    cssMediaType: {
      type: "string",
      label: "CSS Media Type",
      description: "The layout CSS media type.",
      options: [
        "print",
        "screen",
      ],
      optional: true,
    },
    optimizeLayout: {
      type: "boolean",
      label: "Optimize Layout",
      description: "Set this to **true** if you want us to auto-optimize your layout. This helps static items on your page to only show up once, instead of on every page.",
      optional: true,
    },
    lazyLoad: {
      type: "boolean",
      label: "Lazy Load",
      description: "Set this to **true** if you want our software to wait for content to lazy load.",
      optional: true,
    },
    waitTime: {
      type: "integer",
      label: "Wait Time",
      description: "**Time in milliseconds** that you want our software to wait after the page is loaded. You typically use this when you have long running JavaScript for graphs and tables.",
      optional: true,
    },
    css: {
      type: "string",
      label: "CSS",
      description: "Use custom CSS to overwrite the default styles of your page.",
      optional: true,
    },
  },
  async run({ $ }) {
    if ((!this.url && !this.html) || (this.url && this.html)) {
      throw new ConfigurationError("You must provide either URL or HTML.");
    }
    const response = await this.html2Pdf.createPdf({
      $,
      responseType: "arraybuffer",
      params: {
        url: this.url,
        html: this.html,
        header: this.header,
        footer: this.footer,
        page_offset: this.pageOffset,
        page_size: this.pageSize,
        orientation: this.orientation,
        width: this.width,
        height: this.height,
        top: this.top,
        bottom: this.bottom,
        left: this.left,
        right: this.right,
        unit: this.unit,
        css_media_type: this.cssMediaType,
        optimize_layout: this.optimizeLayout,
        lazy_load: this.lazyLoad,
        wait_time: this.waitTime,
        css: this.css,
      },
    });

    const filePath = `/tmp/${Date.now()}.pdf`;
    fs.writeFileSync(filePath, response);

    $.export("$summary", "Generated PDF is saved at");
    $.export("file_path", filePath);
    return filePath;
  },
};

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
HTML 2 PDF	`html2Pdf`	`app`	This component uses the HTML 2 PDF app.
URL	`url`	`string`	The URL you want to convert to PDF.
HTML	`html`	`string`	The HTML you want to convert to PDF.
Header	`header`	`string`	Header in HTML format.
Footer	`footer`	`string`	Footer in HTML format.
Page Offset	`pageOffset`	`integer`	Number to offset your page number
Page Size	`pageSize`	`string`	Select a value from the drop down menu:`{ "value": "A0", "label": "A0 - 841 x 1189 mm, 33.1 x 46.8 in" }{ "value": "A1", "label": "A1 - 594 x 841 mm, 23.4 x 33.1 in" }{ "value": "A2", "label": "A2 - 420 x 594 mm, 16.5 x 23.4 in" }{ "value": "A3", "label": "A3 - 297 x 420 mm, 11.7 x 16.5 in" }{ "value": "A4", "label": "A4 - 210 x 297 mm, 8.3 x 11.7 in" }{ "value": "A5", "label": "A5 - 148 x 210 mm, 5.8 x 8.3 in" }{ "value": "A6", "label": "A6 - 105 x 148 mm, 4.1 x 5.8 in" }{ "value": "A7", "label": "A7 - 74 x 105 mm, 2.9 x 4.1 in" }{ "value": "A8", "label": "A8 - 52 x 74 mm, 2.1 x 2.9 in" }{ "value": "A9", "label": "A9 - 37 x 52 mm, 1.5 x 2.1 in" }{ "value": "B0", "label": "B0 - 1000 x 1414 mm, 39.4 x 55.7 in" }{ "value": "B1", "label": "B1 - 707 x 1000 mm, 27.8 x 39.4 in" }{ "value": "B2", "label": "B2 - 500 x 707 mm, 19.7 x 27.8 in" }{ "value": "B3", "label": "B3 - 353 x 500 mm, 13.9 x 19.7 in" }{ "value": "B4", "label": "B4 - 250 x 353 mm, 9.8 x 13.9 in" }{ "value": "B5", "label": "B5 - 176 x 250 mm, 6.9 x 9.8 in" }{ "value": "B6", "label": "B6 - 125 x 176 mm, 4.9 x 6.9 in" }{ "value": "B7", "label": "B7 - 88 x 125 mm, 3.5 x 4.9 in" }{ "value": "B8", "label": "B8 - 62 x 88 mm, 2.4 x 3.5 in" }{ "value": "B9", "label": "B9 - 44 x 62 mm, 1.7 x 2.4 in" }{ "value": "B10", "label": "B10 - 31 x 44 mm, 1.2 x 1.7 in" }{ "value": "C5E", "label": "C5E - 163 x 229 mm" }{ "value": "Comm10E", "label": "Comm10E - 105 x 241 mm, U.S. Common 10 Envelope" }{ "value": "DLE", "label": "DLE - 110 x 220 mm" }{ "value": "Executive", "label": "Executive - 7.25 x 10.5 in" }{ "value": "Folio", "label": "Folio - 210 x 330 mm" }{ "value": "Ledger", "label": "Ledger - 17 x 11 in" }{ "value": "Legal", "label": "Legal - 8.5 x 14.0 in" }{ "value": "Letter", "label": "Letter - 8.5 x 11.0 in" }{ "value": "Tabloid", "label": "Tabloid - 11 x 17 in" }`
Orientation	`orientation`	`string`	Select a value from the drop down menu:`portraitlandscape`
Width	`width`	`string`	Custom width (overrides 'Page Size').
Height	`height`	`string`	Custom height (overrides 'Page Size').
Top Margin	`top`	`string`	You need one if you want to display a header.
Bottom Margin	`bottom`	`string`	You need one if you want to display a footer.
Left	`left`	`string`	Left margin.
Right	`right`	`string`	Right margin.
Unit	`unit`	`string`	Select a value from the drop down menu:`{ "label": "Millimeters (Default)", "value": "mm" }{ "label": "Centimeters", "value": "cm" }{ "label": "Inches", "value": "in" }{ "label": "Pixels", "value": "px" }`
CSS Media Type	`cssMediaType`	`string`	Select a value from the drop down menu:`printscreen`
Optimize Layout	`optimizeLayout`	`boolean`	Set this to true if you want us to auto-optimize your layout. This helps static items on your page to only show up once, instead of on every page.
Lazy Load	`lazyLoad`	`boolean`	Set this to true if you want our software to wait for content to lazy load.
Wait Time	`waitTime`	`integer`	Time in milliseconds that you want our software to wait after the page is loaded. You typically use this when you have long running JavaScript for graphs and tables.
CSS	`css`	`string`	Use custom CSS to overwrite the default styles of your page.

Generate PDF with HTML 2 PDF API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for HTML 2 PDF, Zoho CRM and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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