← Mattermost + Zoho CRM integrations

Download Attachment with Zoho CRM API on New Message Sent in Channel (Instant) from Mattermost API

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Trigger workflow on
New Message Sent in Channel (Instant) from the Mattermost 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 Mattermost 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 Message Sent in Channel (Instant) trigger
    1. Connect your Mattermost account
    2. Select a Team
    3. Select a Channel
    4. Optional- Configure Display Name
    5. Configure Trigger Words
    6. Optional- Select a Trigger When
  3. 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
  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 message matching the requirements is sent in a channel. [See the documentation](https://api.mattermost.com/#tag/webhooks/operation/CreateOutgoingWebhook)
Version:0.0.2
Key:mattermost-new-message-sent-in-channel

Mattermost Overview

Mattermost is an open-source platform for secure collaboration across the entire software development lifecycle. With the Mattermost API on Pipedream, you can automate common chat operations, integrate with DevOps tools for real-time alerts, orchestrate workflows based on chat events, and connect with other services to enhance team productivity. For instance, you could trigger actions on issue tracking platforms when discussing bugs or link project management tools to update task statuses directly from your Mattermost channels.

Trigger Code

import mattermost from "../../app/mattermost.app.mjs";
import { defineSource, } from "@pipedream/types";
export default defineSource({
    name: "New Message Sent in Channel (Instant)",
    description: "Emit new event when a message matching the requirements is sent in a channel. [See the documentation](https://api.mattermost.com/#tag/webhooks/operation/CreateOutgoingWebhook)",
    key: "mattermost-new-message-sent-in-channel",
    version: "0.0.2",
    type: "source",
    dedupe: "unique",
    props: {
        mattermost,
        db: "$.service.db",
        http: "$.interface.http",
        teamId: {
            propDefinition: [
                mattermost,
                "teamId",
            ],
        },
        channelId: {
            propDefinition: [
                mattermost,
                "publicChannelId",
                ({ teamId }) => ({
                    teamId,
                }),
            ],
        },
        displayName: {
            type: "string",
            label: "Display Name",
            description: "The display name of the webhook in Mattermost",
            optional: true,
            default: "Pipedream source",
        },
        triggerWords: {
            type: "string[]",
            label: "Trigger Words",
            description: "List of words that will trigger an event",
        },
        triggerWhen: {
            type: "integer",
            label: "Trigger When",
            description: "When to trigger an event",
            optional: true,
            options: [
                {
                    label: "When a trigger word is present in the message",
                    value: 0,
                },
                {
                    label: "If the message starts with a trigger word",
                    value: 1,
                },
            ],
        },
    },
    methods: {
        _getWebhookId() {
            return this.db.get("webhookId");
        },
        _setWebhookId(value) {
            this.db.set("webhookId", value);
        },
    },
    hooks: {
        async activate() {
            const data = {
                team_id: this.teamId,
                channel_id: this.channelId,
                display_name: this.displayName,
                description: `Pipedream - New Message Sent in Channel ${this.channelId}`,
                trigger_words: this.triggerWords,
                trigger_when: this.triggerWhen,
                callback_urls: [
                    this.http.endpoint,
                ],
                content_type: "application/json",
            };
            const { id } = await this.mattermost.createWebhook(data);
            this._setWebhookId(id);
        },
        async deactivate() {
            const id = this._getWebhookId();
            await this.mattermost.deleteWebhook(id);
        },
    },
    async run({ body }) {
        if (body) {
            const ts = Date.now();
            this.$emit(body, {
                id: typeof body.id === "string"
                    ? body.id
                    : ts,
                summary: "New message",
                ts,
            });
        }
    },
});

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
MattermostmattermostappThis component uses the Mattermost 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.
TeamteamIdstringSelect a value from the drop down menu.
ChannelchannelIdstringSelect a value from the drop down menu.
Display NamedisplayNamestring

The display name of the webhook in Mattermost

Trigger WordstriggerWordsstring[]

List of words that will trigger an event

Trigger WhentriggerWhenintegerSelect a value from the drop down menu:{ "label": "When a trigger word is present in the message", "value": 0 }{ "label": "If the message starts with a trigger word", "value": 1 }

Trigger Authentication

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

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

About Mattermost

Open-source, self-hostable online chat service

Action

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

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
ModulemodulestringSelect a value from the drop down menu.
Record IDrecordIdstringSelect a value from the drop down menu.
Attachment IDattachmentIdstringSelect 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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