← HubSpot + Zoho Cliq integrations

Send Channel Message with Zoho Cliq API on Contact Updated from HubSpot API

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Trigger workflow on
Contact Updated from the HubSpot API
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Send Channel Message with the Zoho Cliq API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Zoho Cliq 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 Contact Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Optional- Select one or more Contact Properties
  3. Configure the Send Channel Message action
    1. Connect your Zoho Cliq account
    2. Select a Channel Name
    3. Configure Text
  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 each time a contact is updated.
Version:0.1.1
Key:hubspot-contact-updated

Contact Updated Overview

Use this source to trigger a workflow each time a contact is updated in Hubspot.

Trigger Code

import common from "../common/common.mjs";

export default {
  ...common,
  key: "hubspot-contact-updated",
  name: "Contact Updated",
  description: "Emit new event each time a contact is updated.",
  version: "0.1.1",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
      ],
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const {
        id,
        properties,
      } = contact;
      const ts = this.getTs(contact);
      return {
        id: `${id}${ts}`,
        summary: `${properties.firstname} ${properties.lastname}`,
        ts,
      };
    },
    isRelevant(contact, updatedAfter) {
      return this.getTs(contact) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        properties: this.properties,
        object: "contacts",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Contact Propertiespropertiesstring[]Select a value from the drop down menu.

Trigger Authentication

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

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

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action

Description:Send message to a channel. [See documentation](https://www.zoho.com/cliq/help/restapi/v2/#Post_Message_Channel)
Version:0.0.2
Key:zoho_cliq-send-channel-message

Zoho Cliq Overview

The Zoho Cliq API allows you to automate and integrate your team communication within Zoho Cliq. With this API, you can create bots to send messages, manage channels and users, and streamline notifications to your team about events from other applications or services. Using Pipedream, you can harness these capabilities to create powerful workflows that trigger actions within Zoho Cliq or react to events happening in Cliq to perform tasks in other apps.

Action Code

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

export default {
  name: "Send Channel Message",
  version: "0.0.2",
  key: "zoho_cliq-send-channel-message",
  description: "Send message to a channel. [See documentation](https://www.zoho.com/cliq/help/restapi/v2/#Post_Message_Channel)",
  type: "action",
  props: {
    app,
    channel: {
      propDefinition: [
        app,
        "channel",
        () => ({
          useName: true,
        }),
      ],
      label: "Channel Name",
      description: "The channel name",
    },
    text: {
      label: "Text",
      description: "The text message",
      type: "string",
    },
  },
  async run({ $ }) {
    const response = await this.app.sendChannelMessage({
      $,
      channelName: this.channel,
      data: {
        text: this.text,
        sync_message: true,
      },
    });

    if (response) {
      $.export("$summary", `Successfully sent message with ID ${response.message_id}`);
    }

    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 CliqappappThis component uses the Zoho Cliq app.
Channel NamechannelstringSelect a value from the drop down menu.
Texttextstring

The text message

Action Authentication

Zoho Cliq uses OAuth authentication. When you connect your Zoho Cliq account, Pipedream will open a popup window where you can sign into Zoho Cliq 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 Cliq API.

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

ZohoCliq.Buddies.READZohoCliq.Webhooks.CREATEZohoCliq.Channels.READZohoCliq.Chats.READZohoCliq.Bots.READZohoCliq.Organisation.READZohoCliq.Reminders.CREATEZohoCliq.Users.READZohoCliq.Messages.READ

About Zoho Cliq

Chat app that's built for work. Messaging, video collaboration, task management and productivity.

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