← Todoist + Zoho CRM integrations

New Event (Instant) with Zoho CRM API on New Completed Task from Todoist API

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New Completed Task from the Todoist API
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New Event (Instant) with the Zoho CRM API
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Getting Started

This integration creates a workflow with a Todoist 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 Completed Task trigger
    1. Connect your Todoist account
    2. Configure Polling Interval
    3. Optional- Select one or more Select Projects
  3. Configure the New Event (Instant) action
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select one or more Events
  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 completed task. [See the docs here](https://developer.todoist.com/sync/v8/#read-resources)
Version:0.0.6
Key:todoist-completed-task

Todoist Overview

The Todoist API unlocks the potential to automate task management with precision. With Pipedream, you can craft workflows that react to events in Todoist, like task completions or due date changes, or drive actions in Todoist, such as creating tasks or updating projects. By integrating Todoist with Pipedream, you can seamlessly connect your to-do list with other apps to streamline your productivity, manage tasks based on triggers from other services, or compile reports on your task management patterns.

Trigger Code

import common from "../common-task.mjs";

export default {
  ...common,
  key: "todoist-completed-task",
  name: "New Completed Task",
  description: "Emit new event for each completed task. [See the docs here](https://developer.todoist.com/sync/v8/#read-resources)",
  version: "0.0.6",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    isElementRelevant(element) {
      return element.checked;
    },
  },
};

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
TodoisttodoistappThis component uses the Todoist app.
Polling Intervaltimer$.interface.timer

Pipedream will poll the Todoist API on this schedule

N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Select ProjectsselectProjectsstring[]Select a value from the drop down menu.

Trigger Authentication

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

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

task:adddata:read_writedata:deleteproject:delete

About Todoist

Todoist is a delightfully simple yet powerful task planner and to-do list app.

Action

Description:Emit new custom events from Zoho CRM
Version:0.0.15
Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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

Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.

Eventseventsstring[]Select 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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