← DPD + Zoho CRM integrations

List Objects with Zoho CRM API on New Purchase Created from DPD API

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New Purchase Created from the DPD API
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List Objects with the Zoho CRM API
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Getting Started

This integration creates a workflow with a DPD trigger and Zoho CRM 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 Purchase Created trigger
    1. Connect your DPD account
    2. Configure timer
    3. Optional- Select a Storefront ID
    4. Optional- Select a Product ID
    5. Optional- Select a Customer ID
    6. Optional- Select a Subscriber ID
    7. Optional- Select a Status
  3. Configure the List Objects action
    1. Connect your Zoho CRM account
    2. Select a Module
    3. Optional- Configure Fields
    4. Optional- Configure IDs
    5. Optional- Select a Sort Order
    6. Optional- Configure Sort By
    7. Optional- Select a Converted
    8. Optional- Select a Approved
    9. Optional- Configure Page
    10. Optional- Configure Per Page
    11. Optional- Configure Custom View ID
    12. Optional- Configure Territory ID
    13. Optional- Configure Include Child
  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:Emit new event when a purchase is made. [See the documentation](https://getdpd.com/docs/api/purchases.html#list-purchases)
Version:0.0.1
Key:dpd2-new-purchase-created

DPD Overview

The DPD API provides a gateway to manage and automate digital product sales. By integrating with Pipedream, you can craft serverless workflows that interact with your DPD account, harnessing the ability to automate tasks like creating products, updating customer details, or reacting to new sales in real-time. With Pipedream's ability to connect to a multitude of services, the DPD API can be part of a larger ecosystem, streamlining your e-commerce operations or enriching your customer data across platforms.

Trigger Code

import dpd2 from "../../dpd2.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import sampleEmit from "./test-event.mjs";

export default {
  key: "dpd2-new-purchase-created",
  name: "New Purchase Created",
  description: "Emit new event when a purchase is made. [See the documentation](https://getdpd.com/docs/api/purchases.html#list-purchases)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    dpd2,
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
    storefrontId: {
      propDefinition: [
        dpd2,
        "storefrontId",
      ],
    },
    productId: {
      propDefinition: [
        dpd2,
        "productId",
        (c) => ({
          storefrontId: c.storefrontId,
        }),
      ],
    },
    customerId: {
      propDefinition: [
        dpd2,
        "customerId",
      ],
    },
    subscriberId: {
      propDefinition: [
        dpd2,
        "subscriberId",
        (c) => ({
          storefrontId: c.storefrontId,
        }),
      ],
    },
    status: {
      propDefinition: [
        dpd2,
        "status",
      ],
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastCreated() {
      return this.db.get("lastCreated");
    },
    _setLastCreated(lastCreated) {
      this.db.set("lastCreated", lastCreated);
    },
    emitEvent(purchase) {
      const meta = this.generateMeta(purchase);
      this.$emit(purchase, meta);
    },
    generateMeta(purchase) {
      return {
        id: purchase.id,
        summary: `New Purchase: ${purchase.id}`,
        ts: purchase.created_at,
      };
    },
    async processEvent(max) {
      const lastCreated = this._getLastCreated();
      let purchases = await this.dpd2.listPurchases({
        params: {
          date_min: lastCreated,
          status: this.status,
          product_id: this.productId,
          storefrontId: this.storefrontId,
          customer_id: this.customerId,
          subscriber_id: this.subscriberId,
        },
      });
      if (!purchases?.length) {
        return;
      }
      this._setLastCreated(purchases[purchases.length - 1].created_at);
      if (max) {
        purchases = purchases.slice(max * -1);
      }
      purchases.forEach((purchase) => this.emitEvent(purchase));
    },
  },
  async run() {
    await this.processEvent();
  },
  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.
LabelPropTypeDescription
DPDdpd2appThis component uses the DPD app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Storefront IDstorefrontIdstringSelect a value from the drop down menu.
Product IDproductIdstringSelect a value from the drop down menu.
Customer IDcustomerIdstringSelect a value from the drop down menu.
Subscriber IDsubscriberIdstringSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu:{ "value": "ACT", "label": "Active" }{ "value": "PND", "label": "Pending" }{ "value": "RFD", "label": "Refunded" }{ "value": "ERR", "label": "Error" }{ "value": "CAN", "label": "Canceled" }{ "value": "HLD", "label": "Held" }

Trigger Authentication

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

To retrieve your API Credentials,

  • Navigate to your DPD account and sign in
  • Click on the User menu on the top right
  • Go to "Profile" > "DPD API Credentials"

About DPD

DPD is an all-in-one shopping cart and digital fulfillment service to sell downloads. Serving thousands of stores, DPD processes and delivers millions worth of downloads each year.

Action

Description:Gets the list of available records from a module.
Version:0.2.1
Key:zoho_crm-list-objects

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-objects",
  name: "List Objects",
  description: "Gets the list of available records from a module.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    fields: {
      type: "string",
      label: "Fields",
      description: "To retrieve specific field values. Comma separated field API names.",
      optional: true,
    },
    ids: {
      type: "string",
      label: "IDs",
      description: "To retrieve specific records based on their unique ID.",
      optional: true,
    },
    sortOrder: {
      type: "string",
      label: "Sort Order",
      description: "To sort the list of records in either ascending or descending order.",
      optional: true,
      options: [
        "asc",
        "desc",
      ],
    },
    sortBy: {
      type: "string",
      label: "Sort By",
      description: "Specify the API name of the field based on which the records must be sorted.",
      optional: true,
    },
    converted: {
      type: "string",
      label: "Converted",
      description: "To retrieve the list of converted records.",
      optional: true,
      options: [
        "false",
        "true",
        "both",
      ],
    },
    approved: {
      type: "string",
      label: "Approved",
      description: "To retrieve the list of approved records.",
      optional: true,
      options: [
        "false",
        "true",
        "both",
      ],
    },
    page: {
      type: "string",
      label: "Page",
      description: "To get the list of records from the respective pages.",
      optional: true,
    },
    perPage: {
      type: "string",
      label: "Per Page",
      description: "To get the list of records available per page.",
      optional: true,
    },
    cvId: {
      type: "string",
      label: "Custom View ID",
      description: "To get the list of records in a custom view.",
      optional: true,
    },
    territoryId: {
      type: "string",
      label: "Territory ID",
      description: "To get the list of records in a territory.",
      optional: true,
    },
    includeChild: {
      type: "boolean",
      label: "Include Child",
      description: "To include records from the child territories",
      optional: true,
    },
  },
  async run({ $ }) {
    const params = {
      fields: this.fields,
      ids: this.ids,
      sort_order: this.sortOrder,
      sort_by: this.sortBy,
      converted: this.converted,
      approved: this.approved,
      page: this.page,
      per_page: this.perPage,
      cvid: this.cvId,
      territory_id: this.territoryId,
      include_child: this.includeChild,
    };
    const response = await this.zohoCrm.listRecords(this.module, this.page, params, $);
    $.export("$summary", "Successfully listed objects");
    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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
ModulemodulestringSelect a value from the drop down menu.
Fieldsfieldsstring

To retrieve specific field values. Comma separated field API names.

IDsidsstring

To retrieve specific records based on their unique ID.

Sort OrdersortOrderstringSelect a value from the drop down menu:ascdesc
Sort BysortBystring

Specify the API name of the field based on which the records must be sorted.

ConvertedconvertedstringSelect a value from the drop down menu:falsetrueboth
ApprovedapprovedstringSelect a value from the drop down menu:falsetrueboth
Pagepagestring

To get the list of records from the respective pages.

Per PageperPagestring

To get the list of records available per page.

Custom View IDcvIdstring

To get the list of records in a custom view.

Territory IDterritoryIdstring

To get the list of records in a territory.

Include ChildincludeChildboolean

To include records from the child territories

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

About Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

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