← Zoho CRM + Coinbase integrations

Withdraw Funds with Coinbase API on New User from Zoho CRM API

Pipedream makes it easy to connect APIs for Coinbase, Zoho CRM and 2,100+ other apps remarkably fast.

Trigger workflow on
New User from the Zoho CRM API
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Withdraw Funds with the Coinbase API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Coinbase 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 User trigger
    1. Connect your Zoho CRM account
    2. Configure Polling Interval
    3. Select a User Type
  3. Configure the Withdraw Funds action
    1. Connect your Coinbase account
    2. Configure account_id
    3. Configure amount
    4. Configure currency
    5. Configure payment_method
  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 user is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-user

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/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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 $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the Zoho API on this schedule

User TypeuserTypestringSelect a value from the drop down menu:{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }

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:Withdraw funds
Version:0.1.1
Key:coinbase-withdraw-funds

Coinbase Overview

The Coinbase API on Pipedream allows you to craft automated workflows that can manage your cryptocurrency assets efficiently. Through the API, you can get real-time information about exchange rates, your transaction history, and account balances. Automate buying and selling decisions based on set criteria, receive notifications for price changes, and synchronize your Coinbase data with other financial tracking tools.

Action Code

// legacy_hash_id: a_1WiqY1
import { axios } from "@pipedream/platform";

export default {
  key: "coinbase-withdraw-funds",
  name: "Withdraw Funds",
  description: "Withdraw funds",
  version: "0.1.1",
  type: "action",
  props: {
    coinbase: {
      type: "app",
      app: "coinbase",
    },
    account_id: {
      type: "string",
    },
    amount: {
      type: "string",
    },
    currency: {
      type: "string",
    },
    payment_method: {
      type: "string",
    },
  },
  async run({ $ }) {

    return await axios($, {
      url: `https://api.coinbase.com/v2/accounts/${this.account_id}/withdrawals`,
      headers: {
        Authorization: `Bearer ${this.coinbase.$auth.oauth_access_token}`,
      },
      data: {
        amount: this.amount,
        currency: this.currency,
        payment_method: this.payment_method,
      },
    });
  },
};

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
CoinbasecoinbaseappThis component uses the Coinbase app.
account_idaccount_idstring
amountamountstring
currencycurrencystring
payment_methodpayment_methodstring

Action Authentication

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

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

wallet:accounts:readwallet:user:readwallet:buys:createwallet:sells:createwallet:withdrawals:createwallet:transactions:read

About Coinbase

Explore crypto like Bitcoin, Ethereum, and Dogecoin. Simply and securely buy, sell, and manage hundreds of cryptocurrencies.

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