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✨ Added lead resource

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This commit is contained in:
Ricardo Espinoza
2020-02-15 19:23:22 -05:00
parent 24670cb7ee
commit c630028531
5 changed files with 984 additions and 65 deletions
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363
packages/nodes-base/nodes/Zoho/ZohoCrm.node.ts
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@@ -7,6 +7,8 @@ import {
INodeExecutionData,
INodeTypeDescription,
INodeType,
ILoadOptionsFunctions,
INodePropertyOptions,
} from 'n8n-workflow';
import {
@@ -19,6 +21,11 @@ import {
leadFields,
} from './LeadDescription';
import {
ILead,
IAddress,
} from './LeadInterface';
export class ZohoCrm implements INodeType {
description: INodeTypeDescription = {
displayName: 'Zoho CRM',
@@ -59,34 +66,370 @@ export class ZohoCrm implements INodeType {
],
};
methods = {
loadOptions: {
// Get all the available users to display them to user so that he can
// select them easily
async getUsers(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
const returnData: INodePropertyOptions[] = [];
const { users } = await zohoApiRequest.call(this, 'GET', '/users', {}, { type: 'AllUsers' });
for (const user of users) {
const userName = `${user.first_name} ${user.last_name}`;
const userId = user.profile.id;
returnData.push({
name: userName,
value: userId,
});
}
return returnData;
},
// Get all the available accounts to display them to user so that he can
// select them easily
async getAccounts(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
const returnData: INodePropertyOptions[] = [];
const qs: IDataObject = {};
qs.sort_by = 'Created_Time';
qs.sort_order = 'desc';
const { data } = await zohoApiRequest.call(this, 'GET', '/accounts', {}, qs);
for (const account of data) {
const accountName = account.Account_Name
const accountId = account.id;
returnData.push({
name: accountName,
value: accountId,
});
}
return returnData;
},
// Get all the available lead statuses to display them to user so that he can
// select them easily
async getLeadStatuses(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
const returnData: INodePropertyOptions[] = [];
const qs: IDataObject = {};
qs.module = 'leads';
const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
for (const field of fields) {
if (field.api_name === 'Lead_Status') {
for (const value of field.pick_list_values) {
const valueName = value.display_value
const valueId = value.actual_value;
returnData.push({
name: valueName,
value: valueId,
});
return returnData;
}
}
}
return returnData;
},
// Get all the available lead sources to display them to user so that he can
// select them easily
async getLeadSources(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
const returnData: INodePropertyOptions[] = [];
const qs: IDataObject = {};
qs.module = 'leads';
const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
for (const field of fields) {
if (field.api_name === 'Lead_Source') {
for (const value of field.pick_list_values) {
const valueName = value.display_value
const valueId = value.actual_value;
returnData.push({
name: valueName,
value: valueId,
});
return returnData;
}
}
}
return returnData;
},
// Get all the available industries to display them to user so that he can
// select them easily
async getIndustries(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
const returnData: INodePropertyOptions[] = [];
const qs: IDataObject = {};
qs.module = 'leads';
const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
for (const field of fields) {
if (field.api_name === 'Industry') {
for (const value of field.pick_list_values) {
const valueName = value.display_value
const valueId = value.actual_value;
returnData.push({
name: valueName,
value: valueId,
});
return returnData;
}
}
}
return returnData;
},
// Get all the available lead fields to display them to user so that he can
// select them easily
async getLeadFields(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
const returnData: INodePropertyOptions[] = [];
const qs: IDataObject = {};
qs.module = 'leads';
const { fields } = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
for (const field of fields) {
returnData.push({
name: field.field_label,
value: field.api_name,
});
}
return returnData;
},
},
};
async execute(this: IExecuteFunctions): Promise<INodeExecutionData[][]> {
const items = this.getInputData();
const returnData: IDataObject[] = [];
const length = items.length as unknown as number;
const qs: IDataObject = {};
let responseData;
for (let i = 0; i < length; i++) {
const resource = this.getNodeParameter('resource', 0) as string;
const operation = this.getNodeParameter('operation', 0) as string;
if (resource === 'lead') {
//https://www.zoho.com/crm/developer/docs/api/insert-records.html
if (operation === 'create') {
const lastName = this.getNodeParameter('lastName', i) as string;
const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject;
const body = {
const body: ILead = {
Last_Name: lastName,
};
// if (additionalFields.email) {
// // @ts-ignore
// body.email = additionalFields.email as string;
// }
if (additionalFields.owner) {
body.Lead_Owner = additionalFields.owner as string;
}
if (additionalFields.company) {
body.Company = additionalFields.company as string;
}
if (additionalFields.firstName) {
body.First_Name = additionalFields.firstName as string;
}
if (additionalFields.email) {
body.Email = additionalFields.email as string;
}
if (additionalFields.title) {
body.Designation = additionalFields.title as string;
}
if (additionalFields.phone) {
body.Phone = additionalFields.phone as string;
}
if (additionalFields.mobile) {
body.Mobile = additionalFields.mobile as string;
}
if (additionalFields.leadStatus) {
body.Lead_Status = additionalFields.leadStatus as string;
}
if (additionalFields.fax) {
body.Fax = additionalFields.fax as string;
}
if (additionalFields.website) {
body.Website = additionalFields.website as string;
}
if (additionalFields.leadSource) {
body.Lead_Source = additionalFields.leadSource as string;
}
if (additionalFields.industry) {
body.Industry = additionalFields.industry as string;
}
if (additionalFields.numberOfEmployees) {
body.No_of_Employees = additionalFields.numberOfEmployees as number;
}
if (additionalFields.annualRevenue) {
body.Annual_Revenue = additionalFields.annualRevenue as number;
}
if (additionalFields.emailOptOut) {
body.Email_Opt_Out = additionalFields.emailOptOut as boolean;
}
if (additionalFields.skypeId) {
body.Skype_ID = additionalFields.skypeId as string;
}
if (additionalFields.salutation) {
body.Salutation = additionalFields.salutation as string;
}
if (additionalFields.secondaryEmail) {
body.Secondary_Email = additionalFields.secondaryEmail as string;
}
if (additionalFields.twitter) {
body.Twitter = additionalFields.twitter as string;
}
if (additionalFields.isRecordDuplicate) {
body.Is_Record_Duplicate = additionalFields.isRecordDuplicate as boolean;
}
if (additionalFields.description) {
body.Description = additionalFields.description as string;
}
const address = (this.getNodeParameter('addressUi', i) as IDataObject).addressValues as IAddress;
if (address) {
if (address.country) {
body.Country = address.country as string;
}
if (address.city) {
body.City = address.city as string;
}
if (address.state) {
body.State = address.state as string;
}
if (address.street) {
body.Street = address.street as string;
}
if (address.zipCode) {
body.Zip_Code = address.zipCode as string;
}
}
responseData = await zohoApiRequest.call(this, 'POST', '/leads', body);
responseData = responseData.data;
} else {
throw new Error(`The operation "${operation}" is not known!`);
}
} else {
throw new Error(`The resource "${resource}" is not known!`);
//https://www.zoho.com/crm/developer/docs/api/update-specific-record.html
if (operation === 'update') {
const leadId = this.getNodeParameter('leadId', i) as string;
const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject;
const body: ILead = {};
if (additionalFields.lastName) {
body.Last_Name = additionalFields.lastName as string;
}
if (additionalFields.owner) {
body.Lead_Owner = additionalFields.owner as string;
}
if (additionalFields.company) {
body.Company = additionalFields.company as string;
}
if (additionalFields.firstName) {
body.First_Name = additionalFields.firstName as string;
}
if (additionalFields.email) {
body.Email = additionalFields.email as string;
}
if (additionalFields.title) {
body.Designation = additionalFields.title as string;
}
if (additionalFields.phone) {
body.Phone = additionalFields.phone as string;
}
if (additionalFields.mobile) {
body.Mobile = additionalFields.mobile as string;
}
if (additionalFields.leadStatus) {
body.Lead_Status = additionalFields.leadStatus as string;
}
if (additionalFields.fax) {
body.Fax = additionalFields.fax as string;
}
if (additionalFields.website) {
body.Website = additionalFields.website as string;
}
if (additionalFields.leadSource) {
body.Lead_Source = additionalFields.leadSource as string;
}
if (additionalFields.industry) {
body.Industry = additionalFields.industry as string;
}
if (additionalFields.numberOfEmployees) {
body.No_of_Employees = additionalFields.numberOfEmployees as number;
}
if (additionalFields.annualRevenue) {
body.Annual_Revenue = additionalFields.annualRevenue as number;
}
if (additionalFields.emailOptOut) {
body.Email_Opt_Out = additionalFields.emailOptOut as boolean;
}
if (additionalFields.skypeId) {
body.Skype_ID = additionalFields.skypeId as string;
}
if (additionalFields.salutation) {
body.Salutation = additionalFields.salutation as string;
}
if (additionalFields.secondaryEmail) {
body.Secondary_Email = additionalFields.secondaryEmail as string;
}
if (additionalFields.twitter) {
body.Twitter = additionalFields.twitter as string;
}
if (additionalFields.isRecordDuplicate) {
body.Is_Record_Duplicate = additionalFields.isRecordDuplicate as boolean;
}
if (additionalFields.description) {
body.Description = additionalFields.description as string;
}
const address = (this.getNodeParameter('addressUi', i) as IDataObject).addressValues as IAddress;
if (address) {
if (address.country) {
body.Country = address.country as string;
}
if (address.city) {
body.City = address.city as string;
}
if (address.state) {
body.State = address.state as string;
}
if (address.street) {
body.Street = address.street as string;
}
if (address.zipCode) {
body.Zip_Code = address.zipCode as string;
}
}
responseData = await zohoApiRequest.call(this, 'PUT', `/leads/${leadId}`, body);
responseData = responseData.data;
}
//https://www.zoho.com/crm/developer/docs/api/update-specific-record.html
if (operation === 'get') {
const leadId = this.getNodeParameter('leadId', i) as string;
responseData = await zohoApiRequest.call(this, 'GET', `/leads/${leadId}`);
responseData = responseData.data;
}
//https://www.zoho.com/crm/developer/docs/api/get-records.html
if (operation === 'getAll') {
const returnAll = this.getNodeParameter('returnAll', i) as boolean;
const options = this.getNodeParameter('options', i) as IDataObject;
if (options.fields) {
qs.fields = (options.fields as string[]).join(',');
}
if (options.approved) {
qs.approved = options.approved as boolean;
}
if (options.converted) {
qs.converted = options.converted as boolean;
}
if (options.includeChild) {
qs.include_child = options.includeChild as boolean;
}
if (options.sortOrder) {
qs.sort_order = options.sortOrder as string;
}
if (options.sortBy) {
qs.sort_by = options.sortBy as string;
}
if (options.territoryId) {
qs.territory_id = options.territoryId as string;
}
if (returnAll) {
responseData = await zohoApiRequestAllItems.call(this, 'data', 'GET', '/leads', {}, qs);
} else {
qs.per_page = this.getNodeParameter('limit', i) as number;
responseData = await zohoApiRequest.call(this, 'GET', '/leads', {}, qs);
responseData = responseData.data;
}
}
//https://www.zoho.com/crm/developer/docs/api/delete-specific-record.html
if (operation === 'delete') {
const leadId = this.getNodeParameter('leadId', i) as string;
responseData = await zohoApiRequest.call(this, 'DELETE', `/leads/${leadId}`);
responseData = responseData.data;
}
//https://www.zoho.com/crm/developer/docs/api/field-meta.html
if (operation === 'getFields') {
qs.module = 'leads';
responseData = await zohoApiRequest.call(this, 'GET', '/settings/fields', {}, qs);
responseData = responseData.fields;
}
}
if (Array.isArray(responseData)) {
returnData.push.apply(returnData, responseData as IDataObject[]);
} else if (responseData !== undefined) {