Create Contact with Rex 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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Create Contact with the Rex API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Rex 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 Create Contact action
1. Connect your Rex account
2. Select a Type
3. Configure First Name
4. Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Address
8. Optional- Configure Address Postal
9. Optional- Configure Company Name
10. Optional- Configure Website URL
11. Optional- Configure Is DND?
12. Optional- Configure Name Legal
13. Optional- Configure Name Salutation
14. Optional- Configure Name Address
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#

Create Contact on Rex

Description:Creates a new contact in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/contacts#operation/create)

Version:0.0.1

Key:rex-create-contact

View on GitHub

Rex Overview#

The Rex API allows for automation and integration of real estate CRM functionalities within the Pipedream platform. By leveraging Rex, you can streamline operations, synchronize data across various platforms, and trigger actions within the Rex ecosystem based on events from other apps or services. Whether you're managing listings, contacts, or marketing efforts, the Rex API on Pipedream can be a powerful tool to enhance productivity and customer engagement in real estate businesses.

Action Code#

import rex from "../../rex.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "rex-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/contacts#operation/create)",
  version: "0.0.1",
  type: "action",
  props: {
    rex,
    type: {
      type: "string",
      label: "Type",
      description: "Whether contact is person or company",
      options: constants.CONTACT_TYPE_OPTIONS,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Contact's first name",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Contact's last name",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Contact's email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Contact's phone number",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Contact's address",
      optional: true,
    },
    addressPostal: {
      type: "string",
      label: "Address Postal",
      description: "Contact's postal address",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name - company contact only",
      optional: true,
    },
    websiteUrl: {
      type: "string",
      label: "Website URL",
      description: "Company website URL - company contact only",
      optional: true,
    },
    isDnd: {
      type: "boolean",
      label: "Is DND?",
      description: "Whether contact can be contacted for marketing purposes",
      optional: true,
    },
    nameLegal: {
      type: "string",
      label: "Name Legal",
      description: "Contact's legal name",
      optional: true,
    },
    nameSalutation: {
      type: "string",
      label: "Name Salutation",
      description: "Contact's name as salutation",
      optional: true,
    },
    nameAddressee: {
      type: "string",
      label: "Name Address",
      description: "Contact's name as addressee",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      address: this.address,
      address_postal: this.addressPostal,
      company_name: this.companyName,
      website_url: this.websiteUrl,
      is_dnd: this.isDnd,
      type: this.type,
      name_legal: this.nameLegal,
      name_salutation: this.nameSalutation,
      name_addressee: this.nameAddressee,
      related: {
        contact_names: [
          {
            name_first: this.firstName,
            name_last: this.lastName,
          },
        ],
        contact_emails: this.email
          ? [
            {
              email_address: this.email,
            },
          ]
          : undefined,
        contact_phones: this.phone
          ? [
            {
              phone_number: this.phone,
            },
          ]
          : undefined,
      },
    };

    const { result } = await this.rex.createContact({
      data: {
        data,
      },
      $,
    });

    if (result?.id) {
      $.export("$summary", `Successfully created contact with ID ${result.id}.`);
    }

    return result;
  },
};

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
Rex	`rex`	`app`	This component uses the Rex app.
Type	`type`	`string`	Select a value from the drop down menu:`{ "value": "person", "label": "Person" }{ "value": "company", "label": "Company" }`
First Name	`firstName`	`string`	Contact's first name
Last Name	`lastName`	`string`	Contact's last name
Email	`email`	`string`	Contact's email address
Phone	`phone`	`string`	Contact's phone number
Address	`address`	`string`	Contact's address
Address Postal	`addressPostal`	`string`	Contact's postal address
Company Name	`companyName`	`string`	Company name - company contact only
Website URL	`websiteUrl`	`string`	Company website URL - company contact only
Is DND?	`isDnd`	`boolean`	Whether contact can be contacted for marketing purposes
Name Legal	`nameLegal`	`string`	Contact's legal name
Name Salutation	`nameSalutation`	`string`	Contact's name as salutation
Name Address	`nameAddressee`	`string`	Contact's name as addressee

Action Authentication#

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

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

Create Contact with Rex API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Rex, 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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