← Stripe + Zoho SalesIQ integrations

Create Article with Zoho SalesIQ API on New Invoice from Stripe API

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Trigger workflow on
New Invoice from the Stripe API
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Create Article with the Zoho SalesIQ API
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Getting Started

This integration creates a workflow with a Stripe trigger and Zoho SalesIQ 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 Invoice trigger
    1. Connect your Stripe account
  3. Configure the Create Article action
    1. Connect your Zoho SalesIQ account
    2. Select a Screen Name
    3. Select a Department
    4. Select a Category
    5. Configure Title
    6. Configure Content
    7. Configure Published
  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 for each new invoice
Version:0.1.1
Key:stripe-new-invoice

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Trigger Code

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

export default {
  ...common,
  key: "stripe-new-invoice",
  name: "New Invoice",
  type: "source",
  version: "0.1.1",
  description: "Emit new event for each new invoice",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "invoice.created",
      ];
    },
  },
};

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
StripestripeappThis component uses the Stripe app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

Action

Description:Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)
Version:0.0.1
Key:zoho_salesiq-create-article

Zoho SalesIQ Overview

The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.

Action Code

import zohoSalesIQ from "../../zoho_salesiq.app.mjs";

export default {
  key: "zoho_salesiq-create-article",
  name: "Create Article",
  description: "Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)",
  type: "action",
  version: "0.0.1",
  props: {
    zohoSalesIQ,
    screenName: {
      propDefinition: [
        zohoSalesIQ,
        "screenName",
      ],
    },
    departmentId: {
      propDefinition: [
        zohoSalesIQ,
        "departmentId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        zohoSalesIQ,
        "articleCategoryId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the article",
    },
    content: {
      type: "string",
      label: "Content",
      description: "The HTML content available in the article",
    },
    published: {
      type: "boolean",
      label: "Published",
      description: "Specify the publishing status of the article",
    },
  },
  async run({ $ }) {
    const { data } = await this.zohoSalesIQ.createArticle({
      screenName: this.screenName,
      data: {
        category_id: this.categoryId,
        title: this.title,
        content: this.content,
        department_id: this.departmentId,
        published: this.published,
      },
      $,
    });

    $.export("$summary", `Successfully created article with ID ${data.id}.`);

    return data;
  },
};

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 SalesIQzohoSalesIQappThis component uses the Zoho SalesIQ app.
Screen NamescreenNamestringSelect a value from the drop down menu.
DepartmentdepartmentIdstringSelect a value from the drop down menu.
CategorycategoryIdstringSelect a value from the drop down menu.
Titletitlestring

The title of the article

Contentcontentstring

The HTML content available in the article

Publishedpublishedboolean

Specify the publishing status of the article

Action Authentication

Zoho SalesIQ uses OAuth authentication. When you connect your Zoho SalesIQ account, Pipedream will open a popup window where you can sign into Zoho SalesIQ 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 SalesIQ API.

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

SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ

About Zoho SalesIQ

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

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