Create Object with Zoho CRM API on New Phone Call from SignalWire API

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Trigger workflow on

New Phone Call from the SignalWire API

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Create Object with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a SignalWire 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 New Phone Call trigger
1. Connect your SignalWire account
2. Configure timer
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#

New Phone Call on SignalWire

Description:Emits an event when a new phone call has been logged

Version:0.0.1

Key:signalwire-new-phone-call

View on GitHub

SignalWire Overview#

The SignalWire API provides powerful communication capabilities, allowing developers to send and receive text messages, make voice calls, and manage telephony features programmatically. On Pipedream, you can leverage these functionalities to create serverless workflows that integrate with numerous apps and services. With Pipedream's easy-to-use interface and robust connectivity options, you can build automated processes that trigger from various events and perform actions using SignalWire without managing infrastructure.

Trigger Code#

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

export default {
  ...base,
  key: "signalwire-new-phone-call",
  name: "New Phone Call",
  description: "Emits an event when a new phone call has been logged",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    getResourceFn() {
      return this.signalwire.listPhoneCallLogs;
    },
    generateMeta(call) {
      return {
        id: call.id,
        summary: `New phone call log: ${call.id}`,
        ts: Date.parse(call.created_at),
      };
    },
  },
};

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
SignalWire	`signalwire`	`app`	This component uses the SignalWire app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

Generate and copy your Project ID and API credentials from your dashboard at the “API“ page.

About SignalWire#

Build what's next with the OGs of telecom. Video, voice, and messaging APIs from the source.

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:0.3.2

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";

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: "0.3.2",
  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: [
        object,
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);
    if (res.data[0].details.id) {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    }
    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

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

More Ways to Connect Zoho CRM + SignalWire#

Other Popular Integrations#

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Create Object with Zoho CRM API on New Phone Call from SignalWire API

Pipedream makes it easy to connect APIs for Zoho CRM, SignalWire and 2,200+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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