Get Record(s) with Knack API on New Contact (Instant) from Zoho CRM API

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

Trigger workflow on

New Contact (Instant) from the Zoho CRM API

Next, do this

Get Record(s) with the Knack API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Get Record(s) action
1. Connect your Knack account
2. Configure Object Key
3. Optional- Configure Record ID
4. Optional- Configure Sort Field
5. Optional- Select a Sort Order
6. Optional- Configure Filters
7. Optional- Select a Filter Type
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 Contact (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-contact

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-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    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#

Get Record(s) on Knack

Description:Get one or more Records for a Knack object [(See docs here)](https://docs.knack.com/docs/retrieving-records)

Version:0.0.1

Key:knack-get-record

View on GitHub

Knack Overview#

The Knack API allows for robust interactions with your Knack database, enabling automation of data entry, retrieval, updates, and deletion. With Pipedream, you can leverage these capabilities to create seamless workflows that react to events in real-time, sync data across platforms, and enhance your database management without manual intervention. Think less about CRUD operations and more about the magic of connecting your Knack data to the digital tools ecosystem.

Action Code#

import base from "../common/base.mjs";
import { optionalRecordId as recordId } from "../common/props.mjs";

export default {
  ...base,
  key: "knack-get-record",
  name: "Get Record(s)",
  description:
    "Get one or more Records for a Knack object [(See docs here)](https://docs.knack.com/docs/retrieving-records)",
  version: "0.0.1",
  type: "action",
  props: {
    ...base.props,
    recordId,
    sortField: {
      type: "string",
      label: "Sort Field",
      optional: true,
      description: `The field key to sort the records by. Use in conjunction with \`Sort Order\`.
        \\
        Example value: \`field_1\`
        \\
        See [the Knack API docs](https://docs.knack.com/docs/sorting) for more information.`,
    },
    sortOrder: {
      type: "string",
      label: "Sort Order",
      optional: true,
      options: [
        {
          label: "Ascending",
          value: "asc",
        },
        {
          label: "Descending",
          value: "desc",
        },
      ],
      description: "The order to sort the records by, based on `Sort Field`.",
    },
    filters: {
      type: "string[]",
      label: "Filters",
      description: `One or more filters the returned records should match. Each filter should be a string representing a JSON object.
        \\
        Example value: \`{ "field": "field_1", "operator": "contains", "value": "my name" }\`
        \\
        See [the Knack API docs](https://docs.knack.com/docs/constructing-filters) for more information.`,
      optional: true,
    },
    filterType: {
      type: "string",
      label: "Filter Type",
      optional: true,
      options: [
        {
          label: "Match any filter",
          value: "or",
        },
        {
          label: "Match all filters",
          value: "and",
        },
      ],
      description: "If using multiple `Filters`, sets whether the returned records should match **any** or **all** filters specified.",
    },
  },
  methods: {
    ...base.methods,
    getBaseParams() {
      return {
        objectKey: this.objectKey,
        recordId: this.recordId,
      };
    },
    getQueryParams() {
      return {
        sortField: this.sortField,
        sortOrder: this.sortOrder,
        filters: this.filters,
        filterType: this.filterType,
      };
    },
  },
  async run({ $ }) {
    const response = await this.knack.getRecord(
      $,
      this.getBaseParams(),
      this.getQueryParams(),
    );

    $.export(
      "$summary",
      `Obtained ${
        response instanceof Array
          ? `${response.length} records`
          : "record"
      } 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
Knack	`knack`	`app`	This component uses the Knack app.
Object Key	`objectKey`	`string`	The key of the object which this record belongs to. See the Knack API docs for more information.
Record ID	`recordId`	`string`	The ID of the record to retrieve. If not specified, all records for the specified object will be retrieved. See the Knack API docs for more information.
Sort Field	`sortField`	`string`	The field key to sort the records by. Use in conjunction with `Sort Order`. Example value: `field_1` See the Knack API docs for more information.
Sort Order	`sortOrder`	`string`	Select a value from the drop down menu:`{ "label": "Ascending", "value": "asc" }{ "label": "Descending", "value": "desc" }`
Filters	`filters`	`string[]`	One or more filters the returned records should match. Each filter should be a string representing a JSON object. Example value: `{ "field": "field_1", "operator": "contains", "value": "my name" }` See the Knack API docs for more information.
Filter Type	`filterType`	`string`	Select a value from the drop down menu:`{ "label": "Match any filter", "value": "or" }{ "label": "Match all filters", "value": "and" }`

Get Record(s) with Knack API on New Contact (Instant) from Zoho CRM API

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

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

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