Search Objects with Zoho CRM API

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HTTP requests, schedules and app events

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Search Objects with the Zoho CRM API

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Getting Started#

Create a workflow to Search Objects with the Zoho CRM API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Search Objects action
1. Connect your Zoho CRM account
2. Select a Module
3. Configure Criteria
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Search Objects with Zoho CRM API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + Zoho CRM

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RSS + Zoho CRM

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Search Objects with Zoho CRM API on New Message from Discord API

Discord + Zoho CRM

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Search Objects with Zoho CRM API on New Message In Channels from Slack API

Slack + Zoho CRM

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Search Objects with Zoho CRM API on New Message in Channel from Discord Bot API

Discord Bot + Zoho CRM

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Search Objects on Zoho CRM

Description:Retrieves the records that match your search criteria.

Version:0.2.1

Key:zoho_crm-search-objects

View on GitHub

Code#

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-search-objects",
  name: "Search Objects",
  description: "Retrieves the records that match your search criteria.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    criteria: {
      type: "string",
      label: "Criteria",
      description: "Performs search by this criteria.",
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.searchObjects(this.module, this.criteria, $);
    $.export("$summary", "Search done");
    return response;
  },
};

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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`module`	`string`	Select a value from the drop down menu.
Criteria	`criteria`	`string`	Performs search by this criteria.

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