Create Job with Workiz API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Workiz, Zoho CRM and 2,400+ other apps remarkably fast.

Trigger workflow on

New Contact (Instant) from the Zoho CRM API

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Create Job with the Workiz API

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Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Job action
1. Connect your Workiz account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Configure Address
7. Configure City
8. Configure State
9. Configure Postal Code
10. Configure Job Type
11. Configure Job Datetime
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 Contact (Instant) on Zoho CRM

Description:Emits an event each time a new contact is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-contact

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

export default {
  ...common,
  key: "zoho_crm-new-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    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.

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 Job on Workiz

Description:Creates a new job in Workiz. [See the documentation](https://developer.workiz.com/)

Version:0.0.1

Key:workiz-create-job

View on GitHub

Workiz Overview#

The Workiz API opens up a world of possibilities for managing field service operations. By tapping into Workiz with Pipedream, you can automate workflows, sync data across apps, and react to events in real-time. Whether you're automating job scheduling, dispatch notifications, or customer follow-ups, integrating Workiz with Pipedream allows you to streamline operations, reduce manual entry, and keep your team in sync.

Action Code#

import workiz from "../../workiz.app.mjs";

export default {
  key: "workiz-create-job",
  name: "Create Job",
  description: "Creates a new job in Workiz. [See the documentation](https://developer.workiz.com/)",
  version: "0.0.1",
  type: "action",
  props: {
    workiz,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the client",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the client",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the client",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the client",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Street address of the service location",
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the service location",
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the service location",
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Postal Code of the service location",
    },
    jobType: {
      type: "string",
      label: "Job Type",
      description: "The type of job",
    },
    jobDateTime: {
      type: "string",
      label: "Job Datetime",
      description: "The datetime of the job in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format, e.g. `2016-08-29T09:12:33.001Z`",
    },
  },
  async run({ $ }) {
    const response = await this.workiz.createJob({
      data: {
        FirstName: this.firstName,
        LastName: this.lastName,
        Email: this.email,
        Phone: this.phone,
        Address: this.address,
        City: this.city,
        State: this.state,
        PostalCode: this.postalCode,
        JobType: this.jobType,
        JobDateTime: this.jobDateTime,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created new job with ID ${response.data[0].UUID}.`);
    }

    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
Workiz	`workiz`	`app`	This component uses the Workiz app.
First Name	`firstName`	`string`	First name of the client
Last Name	`lastName`	`string`	Last name of the client
Email	`email`	`string`	Email address of the client
Phone	`phone`	`string`	Phone number of the client
Address	`address`	`string`	Street address of the service location
City	`city`	`string`	City of the service location
State	`state`	`string`	State of the service location
Postal Code	`postalCode`	`string`	Postal Code of the service location
Job Type	`jobType`	`string`	The type of job
Job Datetime	`jobDateTime`	`string`	The datetime of the job in ISO 8601 format, e.g. `2016-08-29T09:12:33.001Z`

Create Job with Workiz API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Workiz, Zoho CRM and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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