Create Object with Zoho CRM API on Task Created from KanbanFlow API

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

Trigger workflow on

Task Created from the KanbanFlow API

Next, do this

Create 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 KanbanFlow 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 Task Created trigger
1. Connect your KanbanFlow account
Configure the Create Object action
1. Connect your Zoho CRM account
2. Select a Module
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#

Task Created on KanbanFlow

Description:Emit new event when a **new task is created**

Version:0.0.1

Key:kanbanflow-task-created

View on GitHub

KanbanFlow Overview#

The KanbanFlow API unlocks the potential for creating customized, automated workflows to enhance productivity and streamline task management. By tapping into this API via Pipedream, developers can craft serverless functions that interact with KanbanFlow boards, tasks, users, and time tracking features. These automations can range from syncing tasks across platforms to triggering notifications based on task updates.

Trigger Code#

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    name: "Task Created",
    description: "Emit new event when a **new task is created**",
    key: "kanbanflow-task-created",
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getHookName() {
            return "Task Created";
        },
        getHookType() {
            return "taskCreated";
        },
        getSummary({ task: { name }, userFullName, }) {
            return `"${name}" created by ${userFullName}`;
        },
    },
});

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
KanbanFlow	`kanbanflow`	`app`	This component uses the KanbanFlow 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.

Trigger Authentication#

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

To create an API Token, click on Menu in the top right corner of a premium board and select Settings. Then go to API & Webhooks.

About KanbanFlow#

KanbanFlow is a Lean project management tool allowing real-time collaboration between team members. Supports the Pomodoro technique for time tracking.

Action#

Create Object on Zoho CRM

Description:Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)

Version:0.3.3

Key:zoho_crm-create-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 common from "../common/common-objects.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  ...common,
  key: "zoho_crm-create-object",
  name: "Create Object",
  description: "Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)",
  version: "0.3.3",
  type: "action",
  async additionalProps() {
    const requiredProps = this.getRequiredProps(this.moduleType);
    const optionalProps = await this.getOptionalProps(this.moduleType);
    return {
      ...requiredProps,
      ...optionalProps,
      additionalData: {
        type: "object",
        label: "Additional Data",
        description: "Additional values for new object",
        optional: true,
      },
    };
  },
  async run({ $ }) {
    const {
      zohoCrm,
      moduleType,
      lastName,
      accountName,
      dealName,
      stage,
      subject,
      callType,
      callStartTime,
      callDuration,
      campaignName,
      additionalData,
      ...otherProps
    } = this;

    const object = zohoCrm.omitEmptyStringValues({
      Last_Name: lastName,
      Account_Name: accountName,
      Deal_Name: dealName,
      Stage: stage,
      Subject: subject,
      Call_Type: callType,
      Call_Start_Time: callStartTime,
      Call_Duration: callDuration,
      Campaign_Name: campaignName,
      ...otherProps,
      ...additionalData,
    });
    const objectData = {
      data: [
        this.parseFields(object),
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);

    if (res.data[0].code === "SUCCESS") {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    } else {
      if (res.data[0].code === "INVALID_DATA") {
        throw new ConfigurationError(`Error: Invalid data for field '${res.data[0].details.api_name}'. Expected data type: ${res.data[0].details.expected_data_type}`);
      }
      throw new ConfigurationError(res.data[0].message);
    }
    return res;
  },
};

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	`moduleType`	`string`	Select a value from the drop down menu:`LeadsAccountsContactsDealsCampaignsTasksCasesEventsCallsSolutionsProductsVendorsPrice_BooksQuotesSales_OrdersPurchase_OrdersInvoices`

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

Create Object with Zoho CRM API on Task Created from KanbanFlow API

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