← Kadoa + Zoho CRM integrations

List Fields with Zoho CRM API on New Workflow Finished (Instant) from Kadoa API

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New Workflow Finished (Instant) from the Kadoa API
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List Fields with the Zoho CRM API
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Getting Started

This integration creates a workflow with a Kadoa 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 New Workflow Finished (Instant) trigger
    1. Connect your Kadoa account
  3. Configure the List Fields action
    1. Connect your Zoho CRM account
    2. Select a Module
  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 Kadoa workflow finishes.
Version:0.0.1
Key:kadoa-new-workflow-finished-instant

Kadoa Overview

The Kadoa API enables automation and integration of Kadoa's time tracking and project management features. With it, you can manage projects, tasks, time entries, and extract reports programmatically. When combined with Pipedream's ability to connect to hundreds of other services and create complex workflows, the potential for increased efficiency and data connectivity is significant. You can trigger workflows on Pipedream with HTTP requests, schedule them, or even run them in response to emails, among other methods.

Trigger Code

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

export default {
  key: "kadoa-new-workflow-finished-instant",
  name: "New Workflow Finished (Instant)",
  description: "Emit new event when a Kadoa workflow finishes.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    kadoa,
    db: "$.service.db",
    http: "$.interface.http",
  },
  hooks: {
    async activate() {
      const { id } = await this.kadoa.createWebhook({
        data: {
          webhookUrl: this.http.endpoint,
          webhookHttpMethod: "GET",
          events: [
            "workflow_finished",
          ],
        },
      });
      this._setHookId(id);
    },
    async deactivate() {
      const hookId = this._getHookId();
      if (hookId) {
        await this.kadoa.deleteWebhook(hookId);
      }
    },
  },
  methods: {
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
  },
  async run(event) {
    const { body } = event;
    this.$emit(body, {
      id: body.jobId,
      summary: `Workflow ${body.workflowId} run finished`,
      ts: Date.parse(body.finishedAt) || +new Date(),
    });
  },
};

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
KadoakadoaappThis component uses the Kadoa app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.

Trigger Authentication

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

About Kadoa

AI-powered no-code platform. Empowering data enthusiasts with AI magic! 🚀 No-code platform for effortless data workflows. Extract, transform, and conquer! 🌐🔍 #DataNinja

Action

Description:Gets the field metadata for the specified module
Version:0.2.1
Key:zoho_crm-list-fields

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-fields",
  name: "List Fields",
  description: "Gets the field metadata for the specified module",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.listFields(this.module, $);
    $.export("$summary", "Successfully fetched fields for module");
    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.
ModulemodulestringSelect 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

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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