← Zoho CRM + Azure OpenAI Service integrations

Classify Items Into Categories with Azure OpenAI Service API on New or Updated Contact (Instant) from Zoho CRM API

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

Trigger workflow on
New or Updated Contact (Instant) from the Zoho CRM API
Next, do this
Classify Items Into Categories with the Azure OpenAI Service API
No credit card required
Intro to Pipedream
Watch us build a workflow
Watch us build a workflow
8 min
Watch now ➜

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo

Developers Pipedream

Getting Started

This integration creates a workflow with a Zoho CRM trigger and Azure OpenAI Service 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 or Updated Contact (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Classify Items Into Categories action
    1. Connect your Azure OpenAI Service account
    2. Configure Items
    3. Configure Categories
    4. Optional- Configure Temperature
    5. Optional- Configure N
    6. Optional- Configure Stream
    7. Optional- Configure Stop
    8. Optional- Configure Max Tokens
    9. Optional- Configure Presence Penalty
    10. Optional- Configure Frequency Penalty
    11. Optional- Configure User
  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:Emits an event each time a new contact is created or updated in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-or-updated-contact

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

export default {
  ...common,
  key: "zoho_crm-new-or-updated-contact",
  name: "New or Updated Contact (Instant)",
  description: "Emits an event each time a new contact is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
        crudOps.editOpData(),
      ];
    },
  },
};

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
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.

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

Description:Classify items into specific categories. [See the documentation](https://learn.microsoft.com/en-us/azure/ai-services/openai/reference#chat-completions)
Version:0.0.1
Key:azure_openai_service-classify-items-into-categories

Azure OpenAI Service Overview

The Azure OpenAI Service API provides access to powerful AI models that can understand and generate human-like text. With Pipedream, you can harness this capability to create a variety of serverless workflows, automating tasks like content creation, code generation, and language translation. By integrating the API with other apps on Pipedream, you can streamline processes, analyze sentiment, and even automate customer support.

Action Code

import azureOpenAI from "../../azure_openai_service.app.mjs";
import common from "../common/common-helper.mjs";

export default {
  ...common,
  key: "azure_openai_service-classify-items-into-categories",
  name: "Classify Items Into Categories",
  description: "Classify items into specific categories. [See the documentation](https://learn.microsoft.com/en-us/azure/ai-services/openai/reference#chat-completions)",
  version: "0.0.1",
  type: "action",
  props: {
    azureOpenAI,
    items: {
      label: "Items",
      description: "Items to categorize",
      type: "string[]",
    },
    categories: {
      label: "Categories",
      description: "Categories to classify items into",
      type: "string[]",
    },
    ...common.props,
  },
  methods: {
    ...common.methods,
    systemInstructions() {
      return "Your goal is to categorize items into specific categories and produce ONLY JSON. The user will provide both the items and categories. Please only categorize items into the specific categories, and no others, and output ONLY JSON.";
    },
    outputFormat() {
      return "Please only categorize items into the specific categories, and no others. Output a valid JSON string — an array of objects, where each object has the following properties: item, category. Do not return any English text other than the JSON, either before or after the JSON. I need to parse the response as JSON, and parsing will fail if you return any English before or after the JSON";
    },
    userMessage() {
      return `Categorize each of the following items:\n\n${this.items.join("\n")}\n\ninto one of the following categories:\n\n${this.categories.join("\n")}\n\n${this.outputFormat()}}`;
    },
    summary() {
      return `Categorized ${this.items.length} items into ${this.categories.length} categories.`;
    },
    formatOutput({
      messages, response,
    }) {
      if (!messages || !response) {
        throw new Error("Invalid API output, please reach out to https://pipedream.com/support");
      }
      const assistantResponse = response.choices?.[0]?.message?.content;
      let categorizations = assistantResponse;
      try {
        const categorizationJSON = assistantResponse.substring(
          assistantResponse.indexOf("```json") + 7,
          assistantResponse.lastIndexOf("```"),
        ).trim();
        categorizations = JSON.parse(categorizationJSON);
      } catch (err) {
        console.log("Failed to parse output, assistant returned malformed JSON");
      }
      return {
        categorizations,
        messages,
      };
    },
  },
};

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
Azure OpenAI ServiceazureOpenAIappThis component uses the Azure OpenAI Service app.
Itemsitemsstring[]

Items to categorize

Categoriescategoriesstring[]

Categories to classify items into

Temperaturetemperaturestring

What sampling temperature to use, between 0 and 2. Higher values like 0.8 will make the output more random, while lower values like 0.2 will make it more focused and deterministic.

Nninteger

How many completions to generate

Streamstreamboolean

If set, partial message deltas will be sent, like in ChatGPT. Tokens will be sent as data-only server-sent events as they become available, with the stream terminated by a data: [DONE] message.

Stopstopstring

Up to 4 sequences where the API will stop generating further tokens.

Max TokensmaxTokensinteger

The maximum number of tokens allowed for the generated answer. By default, the number of tokens the model can return will be (4096 - prompt tokens).

Presence PenaltypresencePenaltystring

Number between -2.0 and 2.0. Positive values penalize new tokens based on whether they appear in the text so far, increasing the model's likelihood to talk about new topics.

Frequency PenaltyfrequencyPenaltystring

Number between -2.0 and 2.0. Positive values penalize new tokens based on their existing frequency in the text so far, decreasing the model's likelihood to repeat the same line verbatim.

Useruserstring

A unique identifier representing your end-user, which can help Azure OpenAI to monitor and detect abuse.

Action Authentication

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

Before you start, you'll need to deploy a model in the Azure OpenAI Service.

Once that's done, enter the name of your Azure OpenAI resource, the deployment name you chose when you deployed the model, and your Azure OpenAI key below.

About Azure OpenAI Service

Apply large language models and generative AI to a variety of use cases

More Ways to Connect Azure OpenAI Service + Zoho CRM

Classify Items Into Categories with Azure OpenAI Service API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Azure OpenAI Service
 
Try it
Classify Items Into Categories with Azure OpenAI Service API on New Event (Instant) from Zoho CRM API
Zoho CRM + Azure OpenAI Service
 
Try it
Classify Items Into Categories with Azure OpenAI Service API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Azure OpenAI Service
 
Try it
Classify Items Into Categories with Azure OpenAI Service API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Azure OpenAI Service
 
Try it
Classify Items Into Categories with Azure OpenAI Service API on New or Updated Lead (Instant) from Zoho CRM API
Zoho CRM + Azure OpenAI Service
 
Try it
New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

 
Try it
New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
Try it
New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

 
Try it
New Module Entry (Instant) from the Zoho CRM API

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

 
Try it
New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

 
Try it
Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
Try it
Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
Try it
Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

 
Try it
Get Object with the Zoho CRM API

Gets record data given its id.

 
Try it
List Fields with the Zoho CRM API

Gets the field metadata for the specified module

 
Try it

Explore Other Apps

1
-
24
of
2,400+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify
Shopify
Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.