Issue Virtual Card with Ramp API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Ramp, Zoho CRM and 2,900+ other apps remarkably fast.

Trigger workflow on

New Contact (Instant) from the Zoho CRM API

Next, do this

Issue Virtual Card with the Ramp API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Issue Virtual Card action
1. Connect your Ramp account
2. Configure Virtual Card Name
3. Select a User ID
4. Configure Link to Existing Spend Program
5. Optional- Select a Spend Program ID
6. Optional- Select one or more Allowed Categories
7. Optional- Select one or more Blocked Categories
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 Contact (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-contact

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-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    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#

Issue Virtual Card on Ramp

Description:Creates a new virtual card for a given user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/limits#post-developer-v1-limits-deferred)

Version:0.0.4

Key:ramp-issue-virtual-card

View on GitHub

Ramp Overview#

The Ramp API provides programmatic access to financial and accounting functionalities, allowing for the management of company cards, transactions, and reporting. By leveraging the Ramp API within Pipedream, you can automate intricate finance operations, synchronize transaction data with accounting software, trigger notifications based on spending activities, and analyze financial data in real-time, integrating with other services for enhanced financial workflows.

Action Code#

import ramp from "../../ramp.app.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  key: "ramp-issue-virtual-card",
  name: "Issue Virtual Card",
  description: "Creates a new virtual card for a given user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/limits#post-developer-v1-limits-deferred)",
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    ramp,
    displayName: {
      type: "string",
      label: "Virtual Card Name",
      description: "The name of the virtual card",
    },
    userId: {
      propDefinition: [
        ramp,
        "userId",
      ],
    },
    linkToSpendProgram: {
      type: "boolean",
      label: "Link to Existing Spend Program",
      description: "Whether to link the card to an existing spend program",
      reloadProps: true,
    },
    spendProgramId: {
      propDefinition: [
        ramp,
        "spendProgramId",
      ],
      hidden: true,
    },
    allowedCategories: {
      propDefinition: [
        ramp,
        "allowedCategories",
      ],
      hidden: true,
    },
    blockedCategories: {
      propDefinition: [
        ramp,
        "blockedCategories",
      ],
      hidden: true,
    },
  },
  async additionalProps(props) {
    const newProps = {};
    if (this.linkToSpendProgram === undefined) {
      return newProps;
    }
    if (this.linkToSpendProgram) {
      props.spendProgramId.hidden = false;
    } else if (this.linkToSpendProgram === false) {
      props.spendProgramId.hidden = true;
      props.allowedCategories.hidden = false;
      props.blockedCategories.hidden = false;
      newProps.primaryCardEnabled = {
        type: "boolean",
        label: "Primary Card Enabled",
        description: "Dictates whether the user's physical card can be linked to this limit",
      };
      newProps.reimbursementsEnabled = {
        type: "boolean",
        label: "Reimbursements Enabled",
        description: "Dictates whether reimbursements can be submitted against this limit",
      };
      newProps.isShareable = {
        type: "boolean",
        label: "Is Shareable",
        description: "Dictates whether the spend limit is shareable among multiple users",
        optional: true,
      };
    }
    newProps.limit = {
      type: "string",
      label: "Total Limit per Interval (USD)",
      description: "Total amount limit per interval in USD",
    };
    newProps.interval = {
      type: "string",
      label: "Interval",
      description: "Time interval to apply limit to",
      options: [
        "ANNUAL",
        "DAILY",
        "MONTHLY",
        "QUARTERLY",
        "TERTIARY",
        "TOTAL",
        "WEEKLY",
        "YEARLY",
      ],
    };
    newProps.transactionAmountLimit = {
      type: "string",
      label: "Maximum Spend per Transaction (USD)",
      description: "Max amount per transaction in USD",
      optional: true,
    };
    return newProps;
  },
  methods: {
    formatUSD(amount) {
      if (!amount) {
        return undefined;
      }
      return +(amount.split("$").pop()) * 100;
    },
  },
  async run({ $ }) {
    const response = await this.ramp.createLimit({
      $,
      data: {
        idempotency_key: uuidv4(),
        display_name: this.displayName,
        user_id: this.userId,
        spend_program_id: this.spendProgramId,
        permitted_spend_types: !this.linkToSpendProgram
          ? {
            primary_card_enabled: this.primaryCardEnabled,
            reimbursements_enabled: this.reimbursementsEnabled,
          }
          : undefined,
        spending_restrictions: !this.spendProgramId
          ? {
            limit: {
              amount: this.formatUSD(this.limit),
            },
            interval: this.interval,
            transaction_amount_limit: this.transactionAmountLimit
              ? {
                amount: this.formatUSD(this.transactionAmountLimit),
              }
              : undefined,
            allowed_categories: this.allowedCategories,
            blocked_categories: this.blockedCategories,
          }
          : undefined,
        is_shareable: this.isShareable,
      },
    });
    $.export("$summary", `Successfully created new limit with ID ${response.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
Ramp	`ramp`	`app`	This component uses the Ramp app.
Virtual Card Name	`displayName`	`string`	The name of the virtual card
User ID	`userId`	`string`	Select a value from the drop down menu.
Link to Existing Spend Program	`linkToSpendProgram`	`boolean`	Whether to link the card to an existing spend program

Action Authentication#

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

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

transactions:readcards:readcards:writespend_programs:readspend_programs:writeusers:readusers:writelocations:readlocations:writelimits:readlimits:writedepartments:readdepartments:writebusiness:readreceipts:readtransfers:readvendors:readmerchants:readaccounting:readreceipts:writevendors:writeentities:readbills:write

Issue Virtual Card with Ramp API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Ramp, Zoho CRM and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,900+apps by most popular

1
-
24
of
2,900+
apps by most popular