Add Feedback with Flash (by Velora AI) API on New Lead (Instant) from Zoho CRM API

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Trigger workflow on

New Lead (Instant) from the Zoho CRM API

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Add Feedback with the Flash (by Velora AI) API

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Getting Started#

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

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Add Feedback action
1. Connect your Flash (by Velora AI) account
2. Configure Feedback
3. Optional- Configure Title
4. Optional- Configure Source
5. Optional- Configure Upvote
6. Optional- Configure Downvote
7. Optional- Configure Contact Name
8. Optional- Configure Contact Email
9. Optional- Configure Handle
10. Optional- Configure Handle Type
11. Optional- Configure Company Name
12. Optional- Configure Company Domain
13. Optional- Configure Feedback At
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 Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-lead

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

export default {
  ...common,
  key: "zoho_crm-new-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    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.

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#

Add Feedback on Flash (by Velora AI)

Description:Adds customer feedback.

Version:0.0.1

Key:flash_by_velora_ai-add-feedback

View on GitHub

Action Code#

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

export default {
  key: "flash_by_velora_ai-add-feedback",
  name: "Add Feedback",
  description: "Adds customer feedback.",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    feedback: {
      type: "string",
      label: "Feedback",
      description: "Actual text customer feedback.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the customer feedback, if any.",
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "Source where the feedback was received, for example, `GitHub`, `Slack`, etc.",
      optional: true,
    },
    upvote: {
      type: "integer",
      label: "Upvote",
      description: "Count of upvotes for the feedback.",
      optional: true,
    },
    downvote: {
      type: "integer",
      label: "Downvote",
      description: "Count of downvotes for the feedback.",
      optional: true,
    },
    contactName: {
      type: "string",
      label: "Contact Name",
      description: "Name of the customer contact who provided the feedback.",
      optional: true,
    },
    contactEmail: {
      type: "string",
      label: "Contact Email",
      description: "Email of the customer contact who provided the feedback.",
      optional: true,
    },
    handle: {
      type: "string",
      label: "Handle",
      description: "Platform specific customer contact handle. Eg. `@pipedream`.",
      optional: true,
    },
    handleType: {
      type: "string",
      label: "Handle Type",
      description: "Platform which the contact handle belongs to. Eg. `Twitter`, `GitHub`, etc.",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Name of customer company to which the customer contact who provided feedback belongs.",
      optional: true,
    },
    companyDomain: {
      type: "string",
      label: "Company Domain",
      description: "Email domain of customer company to which the customer contact who provided feedback belongs. Eg. `pipedream.com`.",
      optional: true,
    },
    feedbackAt: {
      type: "string",
      label: "Feedback At",
      description: "Date and time, when the feedback was received. Eg. `2021-01-01T00:00:00`.",
      optional: true,
    },
  },
  methods: {
    addFeedback(args = {}) {
      return this.app.post({
        path: "/add-feedback",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      addFeedback,
      feedback,
      title,
      source,
      upvote,
      downvote,
      contactName,
      contactEmail,
      handle,
      handleType,
      companyName,
      companyDomain,
      feedbackAt,
    } = this;

    const response = await addFeedback({
      $,
      data: {
        feedback,
        title,
        source,
        upvote,
        downvote,
        contact_name: contactName,
        contact_email: contactEmail,
        handle,
        handle_type: handleType,
        company_name: companyName,
        company_domain: companyDomain,
        feedback_at: feedbackAt,
      },
    });
    $.export("$summary", "Successfully added feedback.");
    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
Flash (by Velora AI)	`app`	`app`	This component uses the Flash (by Velora AI) app.
Feedback	`feedback`	`string`	Actual text customer feedback.
Title	`title`	`string`	Title of the customer feedback, if any.
Source	`source`	`string`	Source where the feedback was received, for example, `GitHub`, `Slack`, etc.
Upvote	`upvote`	`integer`	Count of upvotes for the feedback.
Downvote	`downvote`	`integer`	Count of downvotes for the feedback.
Contact Name	`contactName`	`string`	Name of the customer contact who provided the feedback.
Contact Email	`contactEmail`	`string`	Email of the customer contact who provided the feedback.
Handle	`handle`	`string`	Platform specific customer contact handle. Eg. `@pipedream`.
Handle Type	`handleType`	`string`	Platform which the contact handle belongs to. Eg. `Twitter`, `GitHub`, etc.
Company Name	`companyName`	`string`	Name of customer company to which the customer contact who provided feedback belongs.
Company Domain	`companyDomain`	`string`	Email domain of customer company to which the customer contact who provided feedback belongs. Eg. `pipedream.com`.
Feedback At	`feedbackAt`	`string`	Date and time, when the feedback was received. Eg. `2021-01-01T00:00:00`.

Add Feedback with Flash (by Velora AI) API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Flash (by Velora AI), 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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