Create Integration with Nango API on New Module Entry (Instant) from Zoho CRM API

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Trigger workflow on

New Module Entry (Instant) from the Zoho CRM API

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Create Integration with the Nango API

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Getting Started#

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

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Create Integration action
1. Connect your Nango account
2. Configure Client ID
3. Configure Client Secret
4. Select a Provider
5. Configure Integration Unique Key
6. Optional- Configure OAuth Scopes
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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 common from "../common/http-based/common-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.

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.
Module	`moduleInfo`	`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 Integration on Nango

Description:Create a new Integration. [See the Documentation](https://docs.nango.dev/api-reference/integration/create)

Version:0.0.1

Key:nango-create-integration

View on GitHub

Nango Overview#

The Nango API is a bridge for integrating with SaaS apps, smoothing out authentication and API call complexities. On Pipedream, you can harness Nango to automate interactions between various services without getting bogged down by the nuances of OAuth flows or API intricacies. Use Nango to authenticate once, and let Pipedream workflows handle the rest, executing tasks, syncing data, and triggering actions across apps efficiently.

Action Code#

import app from "../../nango.app.mjs";
import providers from "../../common/providers.mjs";

export default {
  key: "nango-create-integration",
  name: "Create Integration",
  description: "Create a new Integration. [See the Documentation](https://docs.nango.dev/api-reference/integration/create)",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    oauthClientId: {
      type: "string",
      label: "Client ID",
      description: "Obtain the Client ID on the developer portal of the Integration Provider.",
    },
    oauthClientSecret: {
      type: "string",
      label: "Client Secret",
      description: "Obtain the Client Secret on the developer portal of the Integration Provider.",
      secret: true,
    },
    provider: {
      type: "string",
      label: "Provider",
      description: "The Provider of the Integration.",
      options() {
        return providers.getProviders();
      },
    },
    providerConfigKey: {
      type: "string",
      label: "Integration Unique Key",
      description: "Choose a unique key for your integration. It can be the same as the Integration Provider (e.g. github, airtable).",
    },
    oauthScopes: {
      optional: true,
      propDefinition: [
        app,
        "oauthScopes",
      ],
    },
  },
  methods: {
    scopesToStr(scopes = "") {
      if (Array.isArray(scopes)) {
        return scopes.join(",");
      }
      return scopes;
    },
    createIntegration(args = {}) {
      return this.app.post({
        path: "/config",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      oauthClientId,
      oauthClientSecret,
      provider,
      providerConfigKey,
      oauthScopes,
    } = this;

    await this.createIntegration({
      step,
      data: {
        oauth_client_id: oauthClientId,
        oauth_client_secret: oauthClientSecret,
        provider,
        provider_config_key: providerConfigKey,
        oauth_scopes: this.scopesToStr(oauthScopes),
      },
    });

    step.export("$summary", "Successfully created Integration.");

    return {
      success: true,
      provider,
      providerConfigKey,
    };
  },
};

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
Nango	`app`	`app`	This component uses the Nango app.
Client ID	`oauthClientId`	`string`	Obtain the Client ID on the developer portal of the Integration Provider.
Client Secret	`oauthClientSecret`	`string`	Obtain the Client Secret on the developer portal of the Integration Provider.
Provider	`provider`	`string`	Select a value from the drop down menu.
Integration Unique Key	`providerConfigKey`	`string`	Choose a unique key for your integration. It can be the same as the Integration Provider (e.g. github, airtable).
OAuth Scopes	`oauthScopes`	`string[]`	The OAuth Scopes of the Integration. The list of scope should be found in the documentation of the external provider.

Create Integration with Nango API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Nango, 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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