← SFTP (password-based auth) + Zoho CRM integrations

List Fields with Zoho CRM API on New Remote Directory Watcher (Password Auth) from SFTP (password-based auth) API

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New Remote Directory Watcher (Password Auth) from the SFTP (password-based auth) 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 SFTP (password-based auth) 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 Remote Directory Watcher (Password Auth) trigger
    1. Connect your SFTP (password-based auth) account
    2. Configure timer
    3. Configure Root directory
    4. Configure Maximum watcher depth
  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 events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)
Version:0.1.1
Key:sftp_password_based_auth-watch-remote-directory

SFTP (password-based auth) Overview

SFTP on Pipedream enables secure file management on remote servers directly from your workflows. Utilize this app to automate file uploads, downloads, and synchronization tasks between your systems and SFTP servers. Implement robust data pipelines or deploy content to web servers without manual intervention, all while maintaining a high level of security with password-based authentication.

Trigger Code

import utils from "../../common/utils.mjs";
import component from "../../../sftp/sources/watch-remote-directory/watch-remote-directory.mjs";

export default {
  ...component,
  props: utils.buildAppProps({
    component,
  }),
  key: "sftp_password_based_auth-watch-remote-directory",
  name: "New Remote Directory Watcher (Password Auth)",
  description: "Emit new events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)",
  version: "0.1.1",
  type: "source",
};

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
SFTP (password-based auth)appappThis component uses the SFTP (password-based auth) app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Root directoryrootDirectorystring

Root directory to be watched. example: /public

Maximum watcher depthmaxDepthinteger

Watch all subdirectories within of the root directory, considering the selected maximum depth.

Trigger Authentication

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

Below, enter the hostname of the SFTP server you'd like to connect to, your username, and the password you'd like to use to connect.

This app only supports password-based authentication, not authentication via private key. If you need to use a private key to connect to a host, please use the SFTP (key-based auth) app, instead.

About SFTP (password-based auth)

Interact with an SFTP (SSH File Transfer Protocol) Server using a username and password for auth

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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