Get Object with Zoho CRM API on New Activity (Instant) from Clio API

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

Trigger workflow on

New Activity (Instant) from the Clio API

Next, do this

Get Object with the Zoho CRM API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Clio 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 Activity (Instant) trigger
1. Connect your Clio account
2. Select one or more Fields
Configure the Get Object action
1. Connect your Zoho CRM account
2. Select a Module
3. Select a Record ID
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 Activity (Instant) on Clio

Description:Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)

Version:0.0.2

Key:clio-new-activity-instant

View on GitHub

Clio Overview#

The Clio API offers a powerful way for law firms and legal professionals to automate and streamline their operations. By integrating with Pipedream, users can create custom workflows that leverage Clio's capabilities such as managing cases, tracking time, billing, and client communications. With Pipedream’s serverless platform, these automations can be triggered by a vast array of events and can connect Clio with other apps and services to enhance productivity and data consistency.

Trigger Code#

import common from "../common/webhook.mjs";
import event from "../common/event.mjs";
import model from "../common/model.mjs";
import fields from "../common/activity-fields.mjs";

export default {
  ...common,
  key: "clio-new-activity-instant",
  name: "New Activity (Instant)",
  description: "Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        common.props.app,
        "fields",
      ],
      options: fields,
    },
  },
  methods: {
    ...common.methods,
    getModel() {
      return model.ACTIVITY;
    },
    getEvents() {
      return [
        event.CREATED,
      ];
    },
    generateMeta(body) {
      const resource = body.data;
      return {
        id: resource.id,
        summary: `New Activity: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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
Clio	`app`	`app`	This component uses the Clio 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.
Fields	`fields`	`string[]`	Select a value from the drop down menu:`idetagtypedatequantity_in_hoursrounded_quantity_in_hoursquantityrounded_quantityquantity_redactedpricenoteflat_ratebilledon_billtotalcontingency_feereferencenon_billablenon_billable_totalno_chargetax_settingactivity_descriptionexpense_categorybillcommunicationclient_portalmattermatter_notecontact_notesubjecttimeruserutbms_expensevendorcalendar_entrytasktext_message_conversationdocument_versionlegal_aid_uk_activity`

Trigger Authentication#

Clio uses OAuth authentication. When you connect your Clio account, Pipedream will open a popup window where you can sign into Clio and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Clio API.

Pipedream requests the following authorization scopes when you connect your account:

About Clio#

Legal software

Action#

Get Object on Zoho CRM

Description:Gets record data given its id.

Version:0.2.1

Key:zoho_crm-get-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 zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-get-object",
  name: "Get Object",
  description: "Gets record data given its id.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    recordId: {
      propDefinition: [
        zohoCrm,
        "recordId",
        (c) => ({
          module: c.module,
        }),
      ],
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.getObject(this.module, this.recordId, $);
    $.export("$summary", "Successfully retrieved object");
    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.
Record ID	`recordId`	`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

Get Object with Zoho CRM API on New Activity (Instant) from Clio API

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

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular