Upload Document for Parsing with Affinda API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API

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Upload Document for Parsing with the Affinda API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Affinda action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Upload Document for Parsing action
1. Connect your Affinda account
2. Select a Organization
3. Select a Workspace
4. Select a Collection
5. Configure URL
6. Optional- Configure Wait
7. Optional- Configure Identifier
8. Optional- Configure File Name
9. Optional- Configure Expiry Time
10. Optional- Configure Language
11. Optional- Configure Reject Duplicates
12. Optional- Configure Region Bias
13. Optional- Configure Low Priority
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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.

Trigger Code#

import common from "../common/http-based/common-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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 Timer	`timer`	`$.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.
Module	`moduleInfo`	`string`	Select a value from the drop down menu.

Trigger 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.

Action#

Upload Document for Parsing on Affinda

Description:Uploads a document for parsing. [See docs here](https://docs.affinda.com/reference/createdocument)

Version:0.0.1

Key:affinda-upload-document-from-url

View on GitHub

Affinda Overview#

The Affinda API offers a suite of powerful tools for document analysis and extraction, enabling you to automate the processing of resumes, invoices, bank statements, and other documents. By parsing detailed information from documents, Affinda can transform unstructured data into structured, actionable insights. With Pipedream, you can integrate Affinda's capabilities into serverless workflows, connecting to hundreds of apps to automate tasks like candidate screening, financial data aggregation, or content management.

Action Code#

import affinda from "../../affinda.app.mjs";

export default {
  key: "affinda-upload-document-from-url",
  name: "Upload Document for Parsing",
  description: "Uploads a document for parsing. [See docs here](https://docs.affinda.com/reference/createdocument)",
  version: "0.0.1",
  type: "action",
  props: {
    affinda,
    organization: {
      propDefinition: [
        affinda,
        "organization",
      ],
    },
    workspace: {
      propDefinition: [
        affinda,
        "workspace",
        (c) => ({
          organization: c.organization,
        }),
      ],
    },
    collection: {
      propDefinition: [
        affinda,
        "collection",
        (c) => ({
          workspace: c.workspace,
        }),
      ],
    },
    url: {
      type: "string",
      label: "URL",
      description: "URL to download the document.",
    },
    wait: {
      type: "boolean",
      label: "Wait",
      description: "If `true`, will return a response only after processing has completed. If `false`, will return an empty data object which can be polled at the GET endpoint until processing is complete. Defaults to `true`.",
      optional: true,
    },
    identifier: {
      type: "string",
      label: "Identifier",
      description: "Specify a custom identifier for the document.",
      optional: true,
    },
    fileName: {
      type: "string",
      label: "File Name",
      description: "Optional filename of the file",
      optional: true,
    },
    expiryTime: {
      type: "string",
      label: "Expiry Time",
      description: "The date/time in ISO-8601 format when the document will be automatically deleted. Defaults to no expiry.",
      optional: true,
    },
    language: {
      type: "string",
      label: "Language",
      description: "Language code in ISO 639-1 format. Must specify zh-cn or zh-tw for Chinese.",
      optional: true,
    },
    rejectDuplicates: {
      type: "boolean",
      label: "Reject Duplicates",
      description: "If `true`, parsing will fail when the uploaded document is duplicate of an existing document, no credits will be consumed. If `false`, will parse the document normally whether its a duplicate or not. If not provided, will fallback to the workspace settings.",
      optional: true,
    },
    regionBias: {
      type: "object",
      label: "Region Bias",
      description: "A JSON representation of the RegionBias object. Example: `{\"country\": \"vn\"}`",
      optional: true,
    },
    lowPriority: {
      type: "boolean",
      label: "Low Priority",
      description: "Explicitly mark this document as low priority.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (typeof this.regionBias === "string") {
      this.regionBias = JSON.parse(this.regionBias);
    }

    const response = await this.affinda.uploadDocument({
      $,
      data: {
        url: this.url,
        collection: this.collection,
        workspace: this.workspace,
        wait: this.wait,
        identifier: this.identifier,
        fileName: this.fileName,
        expiryTime: this.expiryTime,
        language: this.language,
        rejectDuplicates: this.rejectDuplicates,
        regionBias: this.regionBias,
        lowPriority: this.lowPriority,
      },
    });
    $.export("$summary", "Document uploaded successfully");
    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.

Label	Prop	Type	Description
Affinda	`affinda`	`app`	This component uses the Affinda app.
Organization	`organization`	`string`	Select a value from the drop down menu.
Workspace	`workspace`	`string`	Select a value from the drop down menu.
Collection	`collection`	`string`	Select a value from the drop down menu.
URL	`url`	`string`	URL to download the document.
Wait	`wait`	`boolean`	If `true`, will return a response only after processing has completed. If `false`, will return an empty data object which can be polled at the GET endpoint until processing is complete. Defaults to `true`.
Identifier	`identifier`	`string`	Specify a custom identifier for the document.
File Name	`fileName`	`string`	Optional filename of the file
Expiry Time	`expiryTime`	`string`	The date/time in ISO-8601 format when the document will be automatically deleted. Defaults to no expiry.
Language	`language`	`string`	Language code in ISO 639-1 format. Must specify zh-cn or zh-tw for Chinese.
Reject Duplicates	`rejectDuplicates`	`boolean`	If `true`, parsing will fail when the uploaded document is duplicate of an existing document, no credits will be consumed. If `false`, will parse the document normally whether its a duplicate or not. If not provided, will fallback to the workspace settings.
Region Bias	`regionBias`	`object`	A JSON representation of the RegionBias object. Example: `{"country": "vn"}`
Low Priority	`lowPriority`	`boolean`	Explicitly mark this document as low priority.

Upload Document for Parsing with Affinda API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Affinda, Zoho CRM and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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