← Formbricks + Zoho CRM integrations

List Modules with Zoho CRM API on Response Created from Formbricks API

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Trigger workflow on
Response Created from the Formbricks API
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List Modules with the Zoho CRM API
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Getting Started

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

  1. Select this integration
  2. Configure the Response Created trigger
    1. Connect your Formbricks account
    2. Select one or more Survey IDs
  3. Configure the List Modules action
    1. Connect your Zoho CRM account
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a response is created for a survey. [See the documentation](https://formbricks.com/docs/api/management/webhooks)
Version:0.0.1
Key:formbricks-response-created

Formbricks Overview

Formbricks is a flexible tool for building forms that can integrate seamlessly into any website. The API allows for rich interactions with the forms you create, enabling you to automate the gathering and processing of data. By plugging the Formbricks API into Pipedream, you can harness serverless workflows to react to form submissions in real-time, store responses, or trigger a multitude of actions across different platforms. Think of it as empowering your forms to communicate and act on the data without manual intervention.

Trigger Code

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

export default {
  key: "formbricks-response-created",
  name: "Response Created",
  description:
    "Emit new event when a response is created for a survey. [See the documentation](https://formbricks.com/docs/api/management/webhooks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    formbricks,
    http: "$.interface.http",
    db: "$.service.db",
    surveyIds: {
      propDefinition: [
        formbricks,
        "surveyIds",
      ],
    },
  },
  methods: {
    getTriggers() {
      return [
        "responseCreated",
      ];
    },
    _getWebhookId() {
      return this.db.get("webhookId");
    },
    _setWebhookId(value) {
      this.db.set("webhookId", value);
    },
  },
  hooks: {
    async activate() {
      const data = {
        surveyIds: this.surveyIds,
        triggers: this.getTriggers(),
        url: this.http.endpoint,
      };

      const { id } = await this.formbricks.createWebhook({
        data,
      });
      this._setWebhookId(id);
    },
    async deactivate() {
      const id = this._getWebhookId();
      if (id) {
        await this.formbricks.deleteWebhook({
          id,
        });
      }
    },
  },
  async run({ body }) {
    const { data } = body;
    if (data) {
      this.$emit(body, {
        id: data.id,
        summary: `New response by ${
          data.personAttributes?.email ??
          data.person?.attributes?.email ??
          "(unknown user)"
        }`,
        ts: Date.parse(data.createdAt),
      });
    }
  },
};

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.
LabelPropTypeDescription
FormbricksformbricksappThis component uses the Formbricks app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Survey IDssurveyIdsstring[]Select a value from the drop down menu.

Trigger Authentication

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

About Formbricks

Open-source Experience Management. Understand what customers think & feel about your product. Natively integrate user research with minimal dev attention, privacy-first.

Action

Description:Retrieves a list of all the modules available in your CRM account.
Version:0.0.2
Key:zoho_crm-list-modules

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-modules",
  name: "List Modules",
  description: "Retrieves a list of all the modules available in your CRM account.",
  version: "0.0.2",
  type: "action",
  props: {
    zohoCrm,
  },
  async run({ $ }) {
    const response = await this.zohoCrm.listModules();
    $.export("$summary", "Successfully listed modules");
    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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.

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.

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