List Fields with Zoho CRM API on New Action Created from 21RISK API

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Trigger workflow on

New Action Created from the 21RISK API

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List Fields with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a 21RISK trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Action Created trigger
1. Connect your 21RISK account
2. Configure timer
Configure the List Fields action
1. Connect your Zoho CRM account
2. Select a Module
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 Action Created on 21RISK

Description:Emit new event when a new action is created due to non-compliance in a risk-model category during an audit.

Version:0.0.1

Key:_21risk-new-action

View on GitHub

21RISK Overview#

The 21RISK API provides functionalities to manage and monitor risk within organizations. Leveraging Pipedream's integration capabilities allows for automated workflows that can streamline risk management processes, trigger alerts, and synchronize risk data across various business tools. This API is particularly useful for organizations looking to automate their risk assessment and mitigation strategies effectively.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "_21risk-new-action",
  name: "New Action Created",
  description: "Emit new event when a new action is created due to non-compliance in a risk-model category during an audit.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldId() {
      return "_KeyActionId";
    },
    getFunction() {
      return this._21risk.listActions;
    },
    getSummary(item) {
      return `New Action: ${item._KeyActionId}`;
    },
  },
  sampleEmit,
};

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
21RISK	`_21risk`	`app`	This component uses the 21RISK app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

21RISK uses API keys for authentication. When you connect your 21RISK account, Pipedream securely stores the keys so you can easily authenticate to 21RISK APIs in both code and no-code steps.

About 21RISK#

Audit. Improve. Empower. Make compliance happen.

Action#

List Fields on Zoho CRM

Description:Gets the field metadata for the specified module

Version:0.2.1

Key:zoho_crm-list-fields

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.

Action Code#

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-list-fields",
  name: "List Fields",
  description: "Gets the field metadata for the specified module",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.listFields(this.module, $);
    $.export("$summary", "Successfully fetched fields for module");
    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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`module`	`string`	Select a value from the drop down menu.

Action 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.

More Ways to Connect Zoho CRM + 21RISK#

Other Popular Integrations#

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List Fields with Zoho CRM API on New Action Created from 21RISK API

Pipedream makes it easy to connect APIs for Zoho CRM, 21RISK and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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