Add Gift with Little Green Light API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Add Gift with the Little Green Light API

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Getting Started#

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

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Add Gift action
1. Connect your Little Green Light account
2. Select a Constituent ID
3. Optional- Configure External Id
4. Optional- Configure Is Anon
5. Optional- Select a Gift Type ID
6. Optional- Select a Gift Category ID
7. Optional- Select a Fund ID
8. Optional- Select a Appeal ID
9. Optional- Configure Received Amount
10. Optional- Configure Received Date
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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.

Trigger Code#

import sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Subscription Renewal Timer	`timer`	`$.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.
Events	`events`	`string[]`	Select a value from the drop down menu.

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#

Add Gift on Little Green Light

Description:Adds a new gift to a constituent in Little Green Light. [See the documentation](https://api.littlegreenlight.com/api-docs/static.html#create_new_gift)

Version:0.0.1

Key:little_green_light-add-gift

View on GitHub

Little Green Light Overview#

The Little Green Light API provides access to a robust donor management platform, allowing for the creation, retrieval, update, and deletion of donor data. With the API, you can automate tasks related to fundraising, event management, and donor engagement. On Pipedream, you can harness this API to construct serverless workflows that trigger on various events, integrate with other apps, and automate repetitive tasks without managing infrastructure.

Action Code#

import littlegreenlight from "../../little_green_light.app.mjs";

export default {
  key: "little_green_light-add-gift",
  name: "Add Gift",
  description: "Adds a new gift to a constituent in Little Green Light. [See the documentation](https://api.littlegreenlight.com/api-docs/static.html#create_new_gift)",
  version: "0.0.1",
  type: "action",
  props: {
    littlegreenlight,
    constituentId: {
      propDefinition: [
        littlegreenlight,
        "constituentId",
      ],
    },
    externalId: {
      type: "string",
      label: "External Id",
      description: "The external identifier to the new gift.",
      optional: true,
    },
    isAnon: {
      type: "boolean",
      label: "Is Anon",
      description: "Gift is anonymous?",
      optional: true,
    },
    giftTypeId: {
      propDefinition: [
        littlegreenlight,
        "giftTypeId",
      ],
      optional: true,
    },
    giftCategoryId: {
      propDefinition: [
        littlegreenlight,
        "giftCategoryId",
      ],
      optional: true,
    },
    fundId: {
      propDefinition: [
        littlegreenlight,
        "fundId",
      ],
      optional: true,
    },
    appealId: {
      propDefinition: [
        littlegreenlight,
        "appealId",
      ],
      optional: true,
    },
    receivedAmount: {
      type: "string",
      label: "Received Amount",
      description: "The amount of the gift in cents.",
      optional: true,
    },
    receivedDate: {
      type: "string",
      label: "Received Date",
      description: "The date of the gift. Format `YYYY-MM-DD`",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.littlegreenlight.createGift({
      $,
      constituentId: this.constituentId,
      data: {
        external_id: this.externalId,
        is_anon: this.isAnon,
        gift_type_id: this.giftTypeId,
        gift_category_id: this.giftCategoryId,
        fund_id: this.fundId,
        appeal_id: this.appealId,
        received_amount: this.receivedAmount && (this.receivedAmount / 100).toFixed(2),
        received_date: this.receivedDate,
      },
    });

    $.export("$summary", `Successfully added gift with Id: ${response.id}`);
    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
Little Green Light	`littlegreenlight`	`app`	This component uses the Little Green Light app.
Constituent ID	`constituentId`	`string`	Select a value from the drop down menu.
External Id	`externalId`	`string`	The external identifier to the new gift.
Is Anon	`isAnon`	`boolean`	Gift is anonymous?
Gift Type ID	`giftTypeId`	`string`	Select a value from the drop down menu.
Gift Category ID	`giftCategoryId`	`string`	Select a value from the drop down menu.
Fund ID	`fundId`	`string`	Select a value from the drop down menu.
Appeal ID	`appealId`	`string`	Select a value from the drop down menu.
Received Amount	`receivedAmount`	`string`	The amount of the gift in cents.
Received Date	`receivedDate`	`string`	The date of the gift. Format `YYYY-MM-DD`

Action Authentication#

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

To retrieve your API Key,

Navigate to your Little Green Light account and sign in
Go to “Settings” > “Integration Settings”

Add Gift with Little Green Light API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Little Green Light, Zoho CRM and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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