Download Attachment with Zoho CRM API on New Email from Email API

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

Trigger workflow on

New Email from the Email API

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Download Attachment with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a Email 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 Email trigger
1. Connect your Email account
Configure the Download Attachment action
1. Connect your Zoho CRM account
2. Select a Module
3. Select a Record ID
4. Select a Attachment 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 Email on Email

Description:Get a unique address where you can send emails to trigger your workflow.

Version:0.0.1

Key:email-new-email

View on GitHub

Trigger Code#

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

export default {
  name: "New Email",
  version: "0.0.1",
  key: "email-new-email",
  description: "Get a unique address where you can send emails to trigger your workflow.",
  props: {
    email,
  },
  type: "source",
  methods: {},
  async run() {},
};

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
Email	`email`	`app`	This component uses the Email app.

Trigger Authentication#

The Email API does not require authentication.

About Email#

Trigger workflows on new emails, and send emails to yourself as part of a Pipedream workflow.

Action#

Download Attachment on Zoho CRM

Description:Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Version:0.2.1

Key:zoho_crm-download-attachment

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

export default {
  key: "zoho_crm-download-attachment",
  name: "Download Attachment",
  description: "Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    recordId: {
      propDefinition: [
        zohoCrm,
        "recordId",
        (c) => ({
          module: c.module,
        }),
      ],
    },
    attachmentId: {
      propDefinition: [
        zohoCrm,
        "attachmentId",
        (c) => ({
          module: c.module,
          recordId: c.recordId,
        }),
      ],
    },
  },
  async run({ $ }) {
    const file = await this.zohoCrm.downloadAttachment(
      this.module,
      this.recordId,
      this.attachmentId,
      $,
    );

    const filePath = "/tmp/" + this.attachmentId;
    fs.writeFileSync(filePath, file);

    $.export("$summary", "Successfully downloaded attachment");
    $.export("file_path", filePath);
    return file;
  },
};

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.
Attachment ID	`attachmentId`	`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

Download Attachment with Zoho CRM API on New Email from Email API

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