← Zoho CRM + Flash (by Velora AI) integrations

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

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New or Updated Contact (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.

  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 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
  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:Adds customer feedback.
Version:0.0.1
Key:flash_by_velora_ai-add-feedback

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.

LabelPropTypeDescription
Flash (by Velora AI)appappThis component uses the Flash (by Velora AI) app.
Feedbackfeedbackstring

Actual text customer feedback.

Titletitlestring

Title of the customer feedback, if any.

Sourcesourcestring

Source where the feedback was received, for example, GitHub, Slack, etc.

Upvoteupvoteinteger

Count of upvotes for the feedback.

Downvotedownvoteinteger

Count of downvotes for the feedback.

Contact NamecontactNamestring

Name of the customer contact who provided the feedback.

Contact EmailcontactEmailstring

Email of the customer contact who provided the feedback.

Handlehandlestring

Platform specific customer contact handle. Eg. @pipedream.

Handle TypehandleTypestring

Platform which the contact handle belongs to. Eg. Twitter, GitHub, etc.

Company NamecompanyNamestring

Name of customer company to which the customer contact who provided feedback belongs.

Company DomaincompanyDomainstring

Email domain of customer company to which the customer contact who provided feedback belongs. Eg. pipedream.com.

Feedback AtfeedbackAtstring

Date and time, when the feedback was received. Eg. 2021-01-01T00:00:00.

Action Authentication

Flash (by Velora AI) uses API keys for authentication. When you connect your Flash (by Velora AI) account, Pipedream securely stores the keys so you can easily authenticate to Flash (by Velora AI) APIs in both code and no-code steps.

About Flash (by Velora AI)

Deliver a wow product and customer experience with Flash by Velora AI.

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