List Modules with Zoho CRM API on New Client (Instant) from neetoinvoice API

Pipedream makes it easy to connect APIs for Zoho CRM, neetoinvoice and 2,400+ other apps remarkably fast.

Trigger workflow on

New Client (Instant) from the neetoinvoice API

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List Modules with the Zoho CRM API

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Getting Started#

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

Select this integration
Configure the New Client (Instant) trigger
1. Connect your neetoinvoice account
Configure the List Modules action
1. Connect your Zoho CRM account
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 Client (Instant) on neetoinvoice

Description:Emit new event every time there is a new client in neetoInvoice. [See the documentation](https://help.neetoinvoice.com/articles/neetoinvoice-zapier-integration)

Version:0.0.1

Key:neetoinvoice-new-client

View on GitHub

neetoinvoice Overview#

The neetoinvoice API facilitates the creation and management of invoices, allowing users to seamlessly generate, send, and track invoices directly through their API. Integrating neetoinvoice with Pipedream opens up a realm of possibilities for automating your invoice-related workflows. With Pipedream, you can connect neetoinvoice to a multitude of apps to create custom, serverless workflows that can handle events like invoice creation, payment updates, and sending reminders, all managed with a user-friendly interface.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "neetoinvoice-new-client",
  name: "New Client (Instant)",
  description: "Emit new event every time there is a new client in neetoInvoice. [See the documentation](https://help.neetoinvoice.com/articles/neetoinvoice-zapier-integration)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    http: "$.interface.http",
    db: "$.service.db",
  },
  methods: {
    ...common.methods,
    getEvent() {
      return "new_client";
    },
    getFunction() {
      return this.neetoinvoice.listClients;
    },
    getDataToEmit(body) {
      return {
        id: body.id,
        summary: `A new client with Id: ${body.id} has been created!`,
        ts: new Date(body.createdAt),
      };
    },
  },
  sampleEmit,
};

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
neetoinvoice	`neetoinvoice`	`app`	This component uses the neetoinvoice app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

About neetoinvoice#

Simple invoicing and time tracking tool. It's forever free.

Action#

List Modules on Zoho CRM

Description:Retrieves a list of all the modules available in your CRM account.

Version:0.0.2

Key:zoho_crm-list-modules

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.

Action Code#

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-list-modules",
  name: "List Modules",
  description: "Retrieves a list of all the modules available in your CRM account.",
  version: "0.0.2",
  type: "action",
  props: {
    zohoCrm,
  },
  async run({ $ }) {
    const response = await this.zohoCrm.listModules();
    $.export("$summary", "Successfully listed modules");
    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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.

Action 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

List Modules with Zoho CRM API on New Client (Instant) from neetoinvoice API

Pipedream makes it easy to connect APIs for Zoho CRM, neetoinvoice and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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