← Zoho CRM + Remote Retrieval integrations

Get Pending Orders with Remote Retrieval API on New or Updated Lead (Instant) from Zoho CRM API

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New or Updated Lead (Instant) from the Zoho CRM API
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Get Pending Orders with the Remote Retrieval API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Remote Retrieval 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 Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Get Pending Orders action
    1. Connect your Remote Retrieval account
  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 lead is created or updated in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-or-updated-lead

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.
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:Retrieve a list of the orders for which the payment process has not been completed.[See the documentation](https://www.remoteretrieval.com/api-documentation/#pending-orders)
Version:0.0.1
Key:remote_retrieval-get-pending-orders

Remote Retrieval Overview

The Remote-Retriever API is tailored for automating the retrieval of contact information, enhancing your CRM data, or developing lead generation tools. By integrating it with Pipedream, you can efficiently extract valuable data and automate workflows for marketing, sales, or customer support. Pipedream’s serverless platform allows you to connect Retriever with numerous other apps, triggering actions based on new data, or updating systems instantly.

Action Code

import app from "../../remote_retrieval.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "remote_retrieval-get-pending-orders",
  name: "Get Pending Orders",
  description: "Retrieve a list of the orders for which the payment process has not been completed.[See the documentation](https://www.remoteretrieval.com/api-documentation/#pending-orders)",
  type: "action",
  version: "0.0.1",
  props: {
    app,
  },
  methods: {},
  async run({ $ }) {
    const results = this.app.getResourcesStream({
      resourceFn: this.app.getPendingOrders,
      resourceFnArgs: {
        $,
      },
    });
    const orders = await utils.streamIterator(results);

    $.export("$summary", `Successfully retrieved ${orders.length} pending order(s).`);

    return orders;
  },
};

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
Remote RetrievalappappThis component uses the Remote Retrieval app.

Action Authentication

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

About Remote Retrieval

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