Create Object with Zoho CRM API on New Call Event Received (Instant) from CallHub API

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New Call Event Received (Instant) from the CallHub API

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Create Object with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a CallHub 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 Call Event Received (Instant) trigger
1. Connect your CallHub account
2. Select a Event Type
Configure the Create Object 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 Call Event Received (Instant) on CallHub

Description:Emit new event when a call event of the type specified is received. [See the docs](https://developer.callhub.io/reference/create-new-webhook)

Version:0.0.1

Key:callhub-new-call-event-received

View on GitHub

CallHub Overview#

The CallHub API offers programmatic access to a range of telecommunication features, such as phone banking, text messaging, and voice broadcasting. Integrating CallHub with Pipedream allows users to automate these communication services within custom workflows. With Pipedream’s serverless platform, you can react to events across various apps, store and manipulate data, and trigger communications via CallHub based on user-defined criteria. This seamless integration expands the automation possibilities for campaign management, engagement tracking, and proactive notifications.

Trigger Code#

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

export default {
  key: "callhub-new-call-event-received",
  name: "New Call Event Received (Instant)",
  description: "Emit new event when a call event of the type specified is received. [See the docs](https://developer.callhub.io/reference/create-new-webhook)",
  version: "0.0.1",
  dedupe: "unique",
  type: "source",
  props: {
    callhub,
    db: "$.service.db",
    http: "$.interface.http",
    eventType: {
      propDefinition: [
        callhub,
        "eventType",
      ],
    },
  },
  hooks: {
    async activate() {
      const { id } = await this.callhub.createWebhook({
        data: {
          event: this.eventType,
          target: this.http.endpoint,
        },
      });
      this._setHookId(id);
    },
    async deactivate() {
      const hookId = this._getHookId();
      await this.callhub.deleteWebhook(hookId);
    },
  },
  methods: {
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    generateMeta() {
      return {
        id: Date.now(),
        summary: "New event received",
        ts: Date.now(),
      };
    },
  },
  async run(event) {
    const { body: { data } } = event;

    const meta = this.generateMeta(data);

    this.$emit(data, meta);
  },
};

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
CallHub	`callhub`	`app`	This component uses the CallHub 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.
Event Type	`eventType`	`string`	Select a value from the drop down menu:`{ "label": "Voice Broadcast - Transfer Digit Pressed", "value": "vb.transfer" }{ "label": "Text Reply Received", "value": "sb.reply" }{ "label": "Call Center - Note Entered by Agent", "value": "cc.notes" }{ "label": "Agent Activates Their Account", "value": "agent.activation" }`

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your CallHub account and sign in
Click on the user menu on the top right with your Email
Go to “Profile” > “API Key”

About CallHub#

The all-in-one digital organizing platform for political campaigns, nonprofits & businesses.

Action#

Create Object on Zoho CRM

Description:Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)

Version:0.3.3

Key:zoho_crm-create-object

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 common from "../common/common-objects.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  ...common,
  key: "zoho_crm-create-object",
  name: "Create Object",
  description: "Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)",
  version: "0.3.3",
  type: "action",
  async additionalProps() {
    const requiredProps = this.getRequiredProps(this.moduleType);
    const optionalProps = await this.getOptionalProps(this.moduleType);
    return {
      ...requiredProps,
      ...optionalProps,
      additionalData: {
        type: "object",
        label: "Additional Data",
        description: "Additional values for new object",
        optional: true,
      },
    };
  },
  async run({ $ }) {
    const {
      zohoCrm,
      moduleType,
      lastName,
      accountName,
      dealName,
      stage,
      subject,
      callType,
      callStartTime,
      callDuration,
      campaignName,
      additionalData,
      ...otherProps
    } = this;

    const object = zohoCrm.omitEmptyStringValues({
      Last_Name: lastName,
      Account_Name: accountName,
      Deal_Name: dealName,
      Stage: stage,
      Subject: subject,
      Call_Type: callType,
      Call_Start_Time: callStartTime,
      Call_Duration: callDuration,
      Campaign_Name: campaignName,
      ...otherProps,
      ...additionalData,
    });
    const objectData = {
      data: [
        this.parseFields(object),
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);

    if (res.data[0].code === "SUCCESS") {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    } else {
      if (res.data[0].code === "INVALID_DATA") {
        throw new ConfigurationError(`Error: Invalid data for field '${res.data[0].details.api_name}'. Expected data type: ${res.data[0].details.expected_data_type}`);
      }
      throw new ConfigurationError(res.data[0].message);
    }
    return res;
  },
};

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	`moduleType`	`string`	Select a value from the drop down menu:`LeadsAccountsContactsDealsCampaignsTasksCasesEventsCallsSolutionsProductsVendorsPrice_BooksQuotesSales_OrdersPurchase_OrdersInvoices`

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

Create Object with Zoho CRM API on New Call Event Received (Instant) from CallHub API

Pipedream makes it easy to connect APIs for Zoho CRM, CallHub 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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