← HotspotSystem + Zoho CRM integrations

Search Objects with Zoho CRM API on New Customer Created from HotspotSystem API

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Trigger workflow on
New Customer Created from the HotspotSystem API
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Search Objects with the Zoho CRM API
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Getting Started

This integration creates a workflow with a HotspotSystem 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 Customer Created trigger
    1. Connect your HotspotSystem account
    2. Configure Polling schedule
    3. Select a Location ID
  3. Configure the Search Objects action
    1. Connect your Zoho CRM account
    2. Select a Module
    3. Configure Criteria
  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 new customer in a location is created. [See the docs](http://www.hotspotsystem.com/apidocs/api/reference/#operation-getcustomersbylocationid).
Version:0.0.1
Key:hotspotsystem-new-customer-created

HotspotSystem Overview

The HotspotSystem API enables automation of hotspot management tasks, such as creating and managing user accounts, adjusting access packages, and retrieving usage statistics. Leveraging Pipedream's capabilities, you can build powerful workflows to interact with this API, automating tasks that otherwise would take considerable manual effort. Use Pipedream to integrate HotspotSystem with a myriad of services for notifications, data analysis, customer management, and more, all in real-time.

Trigger Code

import common from "../common/polling.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "hotspotsystem-new-customer-created",
  name: "New Customer Created",
  description: "Emit new event when a new customer in a location is created. [See the docs](http://www.hotspotsystem.com/apidocs/api/reference/#operation-getcustomersbylocationid).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    listLocationCustomers({
      locationId, ...args
    }) {
      return this.app.makeRequest({
        path: `/locations/${locationId}/customers`,
        ...args,
      });
    },
    getResourcesFn() {
      return this.listLocationCustomers;
    },
    getResourcesFnArgs() {
      return {
        locationId: this.locationId,
        params: {
          limit: constants.DEFAULT_LIMIT,
          sort: `-${constants.FIELDS.REGISTERED_AT}`,
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Customer ${resource.id}`,
        ts: Date.parse(resource.registered_at),
      };
    },
  },
};

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
HotspotSystemappappThis component uses the HotspotSystem app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the Hotspot System API

Location IDlocationIdstringSelect a value from the drop down menu.

Trigger Authentication

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

Your API key can be generated from the Control Center > Tools & Settings > API Keys menu.

About HotspotSystem

Hotspotsystem.com reseller program is designed for ISP and WISP companies, Multi-site, Hotels, Campgrounds, Retail Chains, Wireless Hotspot Installers, Network System Integrators.

Action

Description:Retrieves the records that match your search criteria.
Version:0.2.1
Key:zoho_crm-search-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-search-objects",
  name: "Search Objects",
  description: "Retrieves the records that match your search criteria.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    criteria: {
      type: "string",
      label: "Criteria",
      description: "Performs search by this criteria.",
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.searchObjects(this.module, this.criteria, $);
    $.export("$summary", "Search done");
    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.
Criteriacriteriastring

Performs search by this criteria.

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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