← Zoho CRM + DocuPost integrations

Mail Letter with DocuPost API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API
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Mail Letter with the DocuPost API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and DocuPost 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 Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Mail Letter action
    1. Connect your DocuPost account
    2. Configure PDF URL
    3. Optional- Configure Color
    4. Optional- Configure Double-Sided
    5. Optional- Select a Class
    6. Optional- Select a Service Level
    7. Configure Recipient's Name
    8. Configure Recipient's Address Line 1
    9. Optional- Configure Recipient's Address Line 2
    10. Configure Recipient's City
    11. Select a Recipient's State
    12. Configure Recipient's Postal Code
    13. Configure Sender's Name
    14. Configure Sender's Address Line 1
    15. Optional- Configure Sender's Address Line 2
    16. Configure Sender's City
    17. Select a Sender's State
    18. Configure Sender's Postal Code
  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 in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-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-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.
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:Sends a physical letter via USPS first class mail. [See the documentation](https://help.docupost.com/help/send-letter-api)
Version:0.0.1
Key:docupost-mail-letter

DocuPost Overview

The DocuPost API enables automated mail handling, offering services like sending letters, postcards, and checks via a programmatic interface. Within Pipedream, you can harness this API to create dynamic, serverless workflows that trigger postal mail actions based on various events from a plethora of supported apps. Think of automating thank-you notes, payment disbursements, or direct mail marketing campaigns, all reacting in real-time to user behavior, payment events, or custom triggers.

Action Code

import app from "../../docupost.app.mjs";

export default {
  key: "docupost-mail-letter",
  name: "Mail Letter",
  description: "Sends a physical letter via USPS first class mail. [See the documentation](https://help.docupost.com/help/send-letter-api)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    pdf: {
      type: "string",
      label: "PDF URL",
      description: "A valid PDF URL for the letter content. `10mb` max. 8.5x11 recommended.",
    },
    color: {
      type: "boolean",
      label: "Color",
      description: "Whether the document should be in color. `true` or `false`. Defaults to `false`.",
      optional: true,
    },
    doublesided: {
      type: "string",
      label: "Double-Sided",
      description: "Whether the document should be printed double-sided. `true` or `false`. Defaults to `true`.",
      optional: true,
    },
    mailingClass: {
      type: "string",
      label: "Class",
      description: "Must be `usps_first_class` or `usps_standard`. Defaults to `usps_first_class`.",
      options: [
        "usps_first_class",
        "usps_standard",
      ],
      optional: true,
    },
    servicelevel: {
      type: "string",
      label: "Service Level",
      description: "Only available for `usps_first_class` mailings. Should be blank for non-certified, or `certified` or `certified_return_receipt`.",
      options: [
        {
          value: "",
          label: "Non-Certified",
        },
        {
          value: "certified",
          label: "Certified",
        },
        {
          value: "certified_return_receipt",
          label: "Certified Return Receipt",
        },
      ],
      optional: true,
    },
    toName: {
      propDefinition: [
        app,
        "toName",
      ],
    },
    toAddress1: {
      propDefinition: [
        app,
        "toAddress1",
      ],
    },
    toAddress2: {
      propDefinition: [
        app,
        "toAddress2",
      ],
    },
    toCity: {
      propDefinition: [
        app,
        "toCity",
      ],
    },
    toState: {
      propDefinition: [
        app,
        "toState",
      ],
    },
    toZip: {
      propDefinition: [
        app,
        "toZip",
      ],
    },
    fromName: {
      propDefinition: [
        app,
        "fromName",
      ],
    },
    fromAddress1: {
      propDefinition: [
        app,
        "fromAddress1",
      ],
    },
    fromAddress2: {
      propDefinition: [
        app,
        "fromAddress2",
      ],
    },
    fromCity: {
      propDefinition: [
        app,
        "fromCity",
      ],
    },
    fromState: {
      propDefinition: [
        app,
        "fromState",
      ],
    },
    fromZip: {
      propDefinition: [
        app,
        "fromZip",
      ],
    },
  },
  methods: {
    sendLetter(args = {}) {
      return this.app.post({
        path: "/sendletter",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      sendLetter,
      pdf,
      color,
      doublesided,
      mailingClass,
      servicelevel,
      toName,
      toAddress1,
      toAddress2,
      toCity,
      toState,
      toZip,
      fromName,
      fromAddress1,
      fromAddress2,
      fromCity,
      fromState,
      fromZip,
    } = this;

    const response = await sendLetter({
      $,
      params: {
        pdf,
        color,
        doublesided,
        class: mailingClass,
        servicelevel,
        to_name: toName,
        to_address1: toAddress1,
        to_address2: toAddress2,
        to_city: toCity,
        to_state: toState,
        to_zip: toZip,
        from_name: fromName,
        from_address1: fromAddress1,
        from_address2: fromAddress2,
        from_city: fromCity,
        from_state: fromState,
        from_zip: fromZip,
      },
    });

    $.export("$summary", "Successfully sent letter");
    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
DocuPostappappThis component uses the DocuPost app.
PDF URLpdfstring

A valid PDF URL for the letter content. 10mb max. 8.5x11 recommended.

Colorcolorboolean

Whether the document should be in color. true or false. Defaults to false.

Double-Sideddoublesidedstring

Whether the document should be printed double-sided. true or false. Defaults to true.

ClassmailingClassstringSelect a value from the drop down menu:usps_first_classusps_standard
Service LevelservicelevelstringSelect a value from the drop down menu:{ "value": "", "label": "Non-Certified" }{ "value": "certified", "label": "Certified" }{ "value": "certified_return_receipt", "label": "Certified Return Receipt" }
Recipient's NametoNamestring

The name of the recipient (who the letter/postcard is being sent to). Must be less than 40 characters.

Recipient's Address Line 1toAddress1string

The first line of the recipient's address.

Recipient's Address Line 2toAddress2string

The second line of the recipient's address.

Recipient's CitytoCitystring

The city of the recipient.

Recipient's StatetoStatestringSelect a value from the drop down menu:{ "label": "Alabama", "value": "AL" }{ "label": "Alaska", "value": "AK" }{ "label": "American Samoa", "value": "AS" }{ "label": "Arizona", "value": "AZ" }{ "label": "Arkansas", "value": "AR" }{ "label": "California", "value": "CA" }{ "label": "Colorado", "value": "CO" }{ "label": "Connecticut", "value": "CT" }{ "label": "Delaware", "value": "DE" }{ "label": "District of Columbia", "value": "DC" }{ "label": "Federated States of Micronesia", "value": "FM" }{ "label": "Florida", "value": "FL" }{ "label": "Georgia", "value": "GA" }{ "label": "Guam", "value": "GU" }{ "label": "Hawaii", "value": "HI" }{ "label": "Idaho", "value": "ID" }{ "label": "Illinois", "value": "IL" }{ "label": "Indiana", "value": "IN" }{ "label": "Iowa", "value": "IA" }{ "label": "Kansas", "value": "KS" }{ "label": "Kentucky", "value": "KY" }{ "label": "Louisiana", "value": "LA" }{ "label": "Maine", "value": "ME" }{ "label": "Marshall Islands", "value": "MH" }{ "label": "Maryland", "value": "MD" }{ "label": "Massachusetts", "value": "MA" }{ "label": "Michigan", "value": "MI" }{ "label": "Minnesota", "value": "MN" }{ "label": "Mississippi", "value": "MS" }{ "label": "Missouri", "value": "MO" }{ "label": "Montana", "value": "MT" }{ "label": "Nebraska", "value": "NE" }{ "label": "Nevada", "value": "NV" }{ "label": "New Hampshire", "value": "NH" }{ "label": "New Jersey", "value": "NJ" }{ "label": "New Mexico", "value": "NM" }{ "label": "New York", "value": "NY" }{ "label": "North Carolina", "value": "NC" }{ "label": "North Dakota", "value": "ND" }{ "label": "Northern Mariana Islands", "value": "MP" }{ "label": "Ohio", "value": "OH" }{ "label": "Oklahoma", "value": "OK" }{ "label": "Oregon", "value": "OR" }{ "label": "Palau", "value": "PW" }{ "label": "Pennsylvania", "value": "PA" }{ "label": "Puerto Rico", "value": "PR" }{ "label": "Rhode Island", "value": "RI" }{ "label": "South Carolina", "value": "SC" }{ "label": "South Dakota", "value": "SD" }{ "label": "Tennessee", "value": "TN" }{ "label": "Texas", "value": "TX" }{ "label": "Utah", "value": "UT" }{ "label": "Vermont", "value": "VT" }{ "label": "Virgin Islands", "value": "VI" }{ "label": "Virginia", "value": "VA" }{ "label": "Washington", "value": "WA" }{ "label": "West Virginia", "value": "WV" }{ "label": "Wisconsin", "value": "WI" }{ "label": "Wyoming", "value": "WY" }{ "label": "Armed Forces Europe, the Middle East, and Canada", "value": "AE" }{ "label": "Armed Forces Pacific", "value": "AP" }{ "label": "Armed Forces Americas (except Canada)", "value": "AA" }{ "label": "North", "value": "N" }{ "label": "East", "value": "E" }{ "label": "South", "value": "S" }{ "label": "West", "value": "W" }{ "label": "Northeast", "value": "NE" }{ "label": "Southeast", "value": "SE" }{ "label": "Northwest", "value": "NW" }{ "label": "Southwest", "value": "SW" }
Recipient's Postal CodetoZipstring

The 5-digit postal code for the recipient.

Sender's NamefromNamestring

Your sender/return address name. Must be less than 40 characters.

Sender's Address Line 1fromAddress1string

The first line of your sender/return address.

Sender's Address Line 2fromAddress2string

The second line of your sender/return address.

Sender's CityfromCitystring

The city of your sender/return address.

Sender's StatefromStatestringSelect a value from the drop down menu:{ "label": "Alabama", "value": "AL" }{ "label": "Alaska", "value": "AK" }{ "label": "American Samoa", "value": "AS" }{ "label": "Arizona", "value": "AZ" }{ "label": "Arkansas", "value": "AR" }{ "label": "California", "value": "CA" }{ "label": "Colorado", "value": "CO" }{ "label": "Connecticut", "value": "CT" }{ "label": "Delaware", "value": "DE" }{ "label": "District of Columbia", "value": "DC" }{ "label": "Federated States of Micronesia", "value": "FM" }{ "label": "Florida", "value": "FL" }{ "label": "Georgia", "value": "GA" }{ "label": "Guam", "value": "GU" }{ "label": "Hawaii", "value": "HI" }{ "label": "Idaho", "value": "ID" }{ "label": "Illinois", "value": "IL" }{ "label": "Indiana", "value": "IN" }{ "label": "Iowa", "value": "IA" }{ "label": "Kansas", "value": "KS" }{ "label": "Kentucky", "value": "KY" }{ "label": "Louisiana", "value": "LA" }{ "label": "Maine", "value": "ME" }{ "label": "Marshall Islands", "value": "MH" }{ "label": "Maryland", "value": "MD" }{ "label": "Massachusetts", "value": "MA" }{ "label": "Michigan", "value": "MI" }{ "label": "Minnesota", "value": "MN" }{ "label": "Mississippi", "value": "MS" }{ "label": "Missouri", "value": "MO" }{ "label": "Montana", "value": "MT" }{ "label": "Nebraska", "value": "NE" }{ "label": "Nevada", "value": "NV" }{ "label": "New Hampshire", "value": "NH" }{ "label": "New Jersey", "value": "NJ" }{ "label": "New Mexico", "value": "NM" }{ "label": "New York", "value": "NY" }{ "label": "North Carolina", "value": "NC" }{ "label": "North Dakota", "value": "ND" }{ "label": "Northern Mariana Islands", "value": "MP" }{ "label": "Ohio", "value": "OH" }{ "label": "Oklahoma", "value": "OK" }{ "label": "Oregon", "value": "OR" }{ "label": "Palau", "value": "PW" }{ "label": "Pennsylvania", "value": "PA" }{ "label": "Puerto Rico", "value": "PR" }{ "label": "Rhode Island", "value": "RI" }{ "label": "South Carolina", "value": "SC" }{ "label": "South Dakota", "value": "SD" }{ "label": "Tennessee", "value": "TN" }{ "label": "Texas", "value": "TX" }{ "label": "Utah", "value": "UT" }{ "label": "Vermont", "value": "VT" }{ "label": "Virgin Islands", "value": "VI" }{ "label": "Virginia", "value": "VA" }{ "label": "Washington", "value": "WA" }{ "label": "West Virginia", "value": "WV" }{ "label": "Wisconsin", "value": "WI" }{ "label": "Wyoming", "value": "WY" }{ "label": "Armed Forces Europe, the Middle East, and Canada", "value": "AE" }{ "label": "Armed Forces Pacific", "value": "AP" }{ "label": "Armed Forces Americas (except Canada)", "value": "AA" }{ "label": "North", "value": "N" }{ "label": "East", "value": "E" }{ "label": "South", "value": "S" }{ "label": "West", "value": "W" }{ "label": "Northeast", "value": "NE" }{ "label": "Southeast", "value": "SE" }{ "label": "Northwest", "value": "NW" }{ "label": "Southwest", "value": "SW" }
Sender's Postal CodefromZipstring

The 5-digit postal code for your sender/return address.

Action Authentication

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

About DocuPost

Mail letters and postcards online. We’ll print, stamp and send U.S. mail for you, from 95¢. Simple, pay-as-you-go pricing.

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