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* 🎨 Replace PNG icons with SVG icons * ⚡ Fix size of bitbucket icon * ⚡ Optimize svgs Co-authored-by: Jan Oberhauser <jan.oberhauser@gmail.com>
453 lines
15 KiB
TypeScript
453 lines
15 KiB
TypeScript
import {
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IExecuteFunctions,
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} from 'n8n-core';
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import {
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IDataObject,
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ILoadOptionsFunctions,
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INodeExecutionData,
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INodePropertyOptions,
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INodeType,
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INodeTypeDescription,
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} from 'n8n-workflow';
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import {
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zohoApiRequest,
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zohoApiRequestAllItems,
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} from './GenericFunctions';
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import {
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leadFields,
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leadOperations,
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} from './LeadDescription';
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import {
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IAddress,
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ILead,
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} from './LeadInterface';
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export class ZohoCrm implements INodeType {
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description: INodeTypeDescription = {
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displayName: 'Zoho CRM',
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name: 'zohoCrm',
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icon: 'file:zoho.svg',
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subtitle: '={{$parameter["operation"] + ": " + $parameter["resource"]}}',
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group: ['input'],
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version: 1,
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description: 'Consume Zoho CRM API.',
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defaults: {
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name: 'Zoho CRM',
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color: '#CE2232',
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},
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inputs: ['main'],
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outputs: ['main'],
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credentials: [
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{
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name: 'zohoOAuth2Api',
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required: true,
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},
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],
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properties: [
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{
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displayName: 'Resource',
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name: 'resource',
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type: 'options',
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options: [
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{
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name: 'Lead',
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value: 'lead',
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},
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],
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default: 'lead',
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description: 'The resource to operate on.',
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},
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...leadOperations,
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...leadFields,
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],
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};
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methods = {
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loadOptions: {
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// Get all the available users to display them to user so that he can
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// select them easily
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async getUsers(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const returnData: INodePropertyOptions[] = [];
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const { users } = await zohoApiRequest.call(this, 'GET', '/users', {}, { type: 'AllUsers' });
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for (const user of users) {
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const userName = `${user.first_name} ${user.last_name}`;
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const userId = user.profile.id;
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returnData.push({
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name: userName,
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value: userId,
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});
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}
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return returnData;
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},
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// Get all the available accounts to display them to user so that he can
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// select them easily
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async getAccounts(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const returnData: INodePropertyOptions[] = [];
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const qs: IDataObject = {};
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qs.sort_by = 'Created_Time';
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qs.sort_order = 'desc';
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const { data } = await zohoApiRequest.call(this, 'GET', '/accounts', {}, qs);
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for (const account of data) {
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const accountName = account.Account_Name;
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const accountId = account.id;
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returnData.push({
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name: accountName,
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value: accountId,
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});
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}
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return returnData;
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},
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// Get all the available lead statuses to display them to user so that he can
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// select them easily
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async getLeadStatuses(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const returnData: INodePropertyOptions[] = [];
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const qs: IDataObject = {};
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qs.module = 'leads';
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const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
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for (const field of fields) {
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if (field.api_name === 'Lead_Status') {
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for (const value of field.pick_list_values) {
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const valueName = value.display_value;
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const valueId = value.actual_value;
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returnData.push({
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name: valueName,
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value: valueId,
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});
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return returnData;
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}
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}
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}
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return returnData;
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},
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// Get all the available lead sources to display them to user so that he can
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// select them easily
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async getLeadSources(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const returnData: INodePropertyOptions[] = [];
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const qs: IDataObject = {};
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qs.module = 'leads';
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const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
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for (const field of fields) {
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if (field.api_name === 'Lead_Source') {
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for (const value of field.pick_list_values) {
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const valueName = value.display_value;
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const valueId = value.actual_value;
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returnData.push({
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name: valueName,
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value: valueId,
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});
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return returnData;
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}
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}
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}
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return returnData;
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},
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// Get all the available industries to display them to user so that he can
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// select them easily
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async getIndustries(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const returnData: INodePropertyOptions[] = [];
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const qs: IDataObject = {};
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qs.module = 'leads';
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const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
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for (const field of fields) {
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if (field.api_name === 'Industry') {
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for (const value of field.pick_list_values) {
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const valueName = value.display_value;
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const valueId = value.actual_value;
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returnData.push({
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name: valueName,
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value: valueId,
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});
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return returnData;
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}
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}
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}
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return returnData;
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},
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// Get all the available lead fields to display them to user so that he can
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// select them easily
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async getLeadFields(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const returnData: INodePropertyOptions[] = [];
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const qs: IDataObject = {};
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qs.module = 'leads';
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const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
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for (const field of fields) {
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returnData.push({
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name: field.field_label,
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value: field.api_name,
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});
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}
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return returnData;
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},
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},
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};
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async execute(this: IExecuteFunctions): Promise<INodeExecutionData[][]> {
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const items = this.getInputData();
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const returnData: IDataObject[] = [];
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const length = items.length as unknown as number;
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const qs: IDataObject = {};
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let responseData;
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for (let i = 0; i < length; i++) {
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const resource = this.getNodeParameter('resource', 0) as string;
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const operation = this.getNodeParameter('operation', 0) as string;
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if (resource === 'lead') {
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//https://www.zoho.com/crm/developer/docs/api/insert-records.html
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if (operation === 'create') {
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const lastName = this.getNodeParameter('lastName', i) as string;
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const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject;
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const body: ILead = {
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Last_Name: lastName,
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};
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if (additionalFields.owner) {
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body.Lead_Owner = additionalFields.owner as string;
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}
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if (additionalFields.company) {
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body.Company = additionalFields.company as string;
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}
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if (additionalFields.firstName) {
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body.First_Name = additionalFields.firstName as string;
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}
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if (additionalFields.email) {
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body.Email = additionalFields.email as string;
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}
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if (additionalFields.title) {
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body.Designation = additionalFields.title as string;
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}
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if (additionalFields.phone) {
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body.Phone = additionalFields.phone as string;
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}
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if (additionalFields.mobile) {
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body.Mobile = additionalFields.mobile as string;
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}
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if (additionalFields.leadStatus) {
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body.Lead_Status = additionalFields.leadStatus as string;
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}
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if (additionalFields.fax) {
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body.Fax = additionalFields.fax as string;
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}
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if (additionalFields.website) {
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body.Website = additionalFields.website as string;
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}
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if (additionalFields.leadSource) {
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body.Lead_Source = additionalFields.leadSource as string;
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}
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if (additionalFields.industry) {
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body.Industry = additionalFields.industry as string;
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}
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if (additionalFields.numberOfEmployees) {
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body.No_of_Employees = additionalFields.numberOfEmployees as number;
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}
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if (additionalFields.annualRevenue) {
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body.Annual_Revenue = additionalFields.annualRevenue as number;
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}
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if (additionalFields.emailOptOut) {
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body.Email_Opt_Out = additionalFields.emailOptOut as boolean;
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}
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if (additionalFields.skypeId) {
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body.Skype_ID = additionalFields.skypeId as string;
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}
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if (additionalFields.salutation) {
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body.Salutation = additionalFields.salutation as string;
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}
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if (additionalFields.secondaryEmail) {
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body.Secondary_Email = additionalFields.secondaryEmail as string;
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}
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if (additionalFields.twitter) {
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body.Twitter = additionalFields.twitter as string;
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}
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if (additionalFields.isRecordDuplicate) {
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body.Is_Record_Duplicate = additionalFields.isRecordDuplicate as boolean;
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}
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if (additionalFields.description) {
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body.Description = additionalFields.description as string;
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}
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const address = (this.getNodeParameter('addressUi', i) as IDataObject).addressValues as IAddress;
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if (address) {
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if (address.country) {
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body.Country = address.country as string;
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}
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if (address.city) {
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body.City = address.city as string;
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}
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if (address.state) {
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body.State = address.state as string;
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}
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if (address.street) {
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body.Street = address.street as string;
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}
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if (address.zipCode) {
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body.Zip_Code = address.zipCode as string;
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}
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}
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responseData = await zohoApiRequest.call(this, 'POST', '/leads', body);
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responseData = responseData.data;
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if (responseData.length) {
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responseData = responseData[0].details;
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}
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}
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//https://www.zoho.com/crm/developer/docs/api/update-specific-record.html
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if (operation === 'update') {
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const leadId = this.getNodeParameter('leadId', i) as string;
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const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject;
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const body: ILead = {};
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if (additionalFields.lastName) {
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body.Last_Name = additionalFields.lastName as string;
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}
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if (additionalFields.owner) {
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body.Lead_Owner = additionalFields.owner as string;
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}
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if (additionalFields.company) {
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body.Company = additionalFields.company as string;
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}
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if (additionalFields.firstName) {
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body.First_Name = additionalFields.firstName as string;
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}
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if (additionalFields.email) {
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body.Email = additionalFields.email as string;
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}
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if (additionalFields.title) {
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body.Designation = additionalFields.title as string;
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}
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if (additionalFields.phone) {
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body.Phone = additionalFields.phone as string;
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}
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if (additionalFields.mobile) {
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body.Mobile = additionalFields.mobile as string;
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}
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if (additionalFields.leadStatus) {
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body.Lead_Status = additionalFields.leadStatus as string;
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}
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if (additionalFields.fax) {
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body.Fax = additionalFields.fax as string;
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}
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if (additionalFields.website) {
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body.Website = additionalFields.website as string;
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}
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if (additionalFields.leadSource) {
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body.Lead_Source = additionalFields.leadSource as string;
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}
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if (additionalFields.industry) {
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body.Industry = additionalFields.industry as string;
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}
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if (additionalFields.numberOfEmployees) {
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body.No_of_Employees = additionalFields.numberOfEmployees as number;
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}
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if (additionalFields.annualRevenue) {
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body.Annual_Revenue = additionalFields.annualRevenue as number;
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}
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if (additionalFields.emailOptOut) {
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body.Email_Opt_Out = additionalFields.emailOptOut as boolean;
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}
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if (additionalFields.skypeId) {
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body.Skype_ID = additionalFields.skypeId as string;
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}
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if (additionalFields.salutation) {
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body.Salutation = additionalFields.salutation as string;
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}
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if (additionalFields.secondaryEmail) {
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body.Secondary_Email = additionalFields.secondaryEmail as string;
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}
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if (additionalFields.twitter) {
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body.Twitter = additionalFields.twitter as string;
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}
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if (additionalFields.isRecordDuplicate) {
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body.Is_Record_Duplicate = additionalFields.isRecordDuplicate as boolean;
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}
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if (additionalFields.description) {
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body.Description = additionalFields.description as string;
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}
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const address = (this.getNodeParameter('addressUi', i) as IDataObject).addressValues as IAddress;
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if (address) {
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if (address.country) {
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body.Country = address.country as string;
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}
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if (address.city) {
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body.City = address.city as string;
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}
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if (address.state) {
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body.State = address.state as string;
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}
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if (address.street) {
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body.Street = address.street as string;
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}
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if (address.zipCode) {
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body.Zip_Code = address.zipCode as string;
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}
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}
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responseData = await zohoApiRequest.call(this, 'PUT', `/leads/${leadId}`, body);
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responseData = responseData.data;
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if (responseData.length) {
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responseData = responseData[0].details;
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}
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}
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//https://www.zoho.com/crm/developer/docs/api/update-specific-record.html
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if (operation === 'get') {
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const leadId = this.getNodeParameter('leadId', i) as string;
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responseData = await zohoApiRequest.call(this, 'GET', `/leads/${leadId}`);
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if (responseData !== undefined) {
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responseData = responseData.data;
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}
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}
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//https://www.zoho.com/crm/developer/docs/api/get-records.html
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if (operation === 'getAll') {
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const returnAll = this.getNodeParameter('returnAll', i) as boolean;
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const options = this.getNodeParameter('options', i) as IDataObject;
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if (options.fields) {
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qs.fields = (options.fields as string[]).join(',');
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}
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if (options.approved) {
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qs.approved = options.approved as boolean;
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}
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if (options.converted) {
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qs.converted = options.converted as boolean;
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}
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if (options.includeChild) {
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qs.include_child = options.includeChild as boolean;
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}
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if (options.sortOrder) {
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qs.sort_order = options.sortOrder as string;
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}
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if (options.sortBy) {
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qs.sort_by = options.sortBy as string;
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}
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if (options.territoryId) {
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qs.territory_id = options.territoryId as string;
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}
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if (returnAll) {
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responseData = await zohoApiRequestAllItems.call(this, 'data', 'GET', '/leads', {}, qs);
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} else {
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qs.per_page = this.getNodeParameter('limit', i) as number;
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responseData = await zohoApiRequest.call(this, 'GET', '/leads', {}, qs);
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responseData = responseData.data;
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}
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}
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//https://www.zoho.com/crm/developer/docs/api/delete-specific-record.html
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if (operation === 'delete') {
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const leadId = this.getNodeParameter('leadId', i) as string;
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responseData = await zohoApiRequest.call(this, 'DELETE', `/leads/${leadId}`);
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responseData = responseData.data;
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}
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//https://www.zoho.com/crm/developer/docs/api/field-meta.html
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if (operation === 'getFields') {
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qs.module = 'leads';
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responseData = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
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responseData = responseData.fields;
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}
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}
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if (Array.isArray(responseData)) {
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returnData.push.apply(returnData, responseData as IDataObject[]);
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} else if (responseData !== undefined) {
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returnData.push(responseData as IDataObject);
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}
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}
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return [this.helpers.returnJsonArray(returnData)];
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}
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}
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