Update Worksheet Tablerow with Microsoft Excel API on New or Updated Lead (Instant) from Zoho CRM API

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New or Updated Lead (Instant) from the Zoho CRM API

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Update Worksheet Tablerow with the Microsoft Excel API

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Getting Started#

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

Select this integration
Configure the New or Updated Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Update Worksheet Tablerow action
1. Connect your Microsoft Excel account
2. Select a Folder Id
3. Select a Item Id
4. Select a Table Id
5. Select a Row Id
6. Configure Values
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 or Updated Lead (Instant) on Zoho CRM

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

Version:0.0.10

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

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#

Update Worksheet Tablerow on Microsoft Excel

Description:Update the properties of tablerow object. `(Only for work or school account)` [See the documentation](https://learn.microsoft.com/en-us/graph/api/tablerow-update?view=graph-rest-1.0&tabs=http)

Version:0.0.4

Key:microsoft_excel-update-worksheet-tablerow

View on GitHub

Microsoft Excel Overview#

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Action Code#

import microsoftExcel from "../../microsoft_excel.app.mjs";

export default {
  key: "microsoft_excel-update-worksheet-tablerow",
  name: "Update Worksheet Tablerow",
  version: "0.0.4",
  description: "Update the properties of tablerow object. `(Only for work or school account)` [See the documentation](https://learn.microsoft.com/en-us/graph/api/tablerow-update?view=graph-rest-1.0&tabs=http)",
  type: "action",
  props: {
    microsoftExcel,
    folderId: {
      propDefinition: [
        microsoftExcel,
        "folderId",
      ],
    },
    itemId: {
      propDefinition: [
        microsoftExcel,
        "itemId",
        ({ folderId }) => ({
          folderId,
        }),
      ],
    },
    tableId: {
      propDefinition: [
        microsoftExcel,
        "tableId",
        ({ itemId }) => ({
          itemId,
        }),
      ],
    },
    rowId: {
      propDefinition: [
        microsoftExcel,
        "rowId",
        ({
          itemId, tableId,
        }) => ({
          itemId,
          tableId,
        }),
      ],
    },
    values: {
      propDefinition: [
        microsoftExcel,
        "values",
      ],
      description: "Represents the raw values of the specified range. The data returned could be of type string, number, or a boolean. Cells that contain errors return the error string.",
    },
  },
  async run({ $ }) {
    const {
      microsoftExcel,
      itemId,
      tableId,
      rowId,
      values,
    } = this;

    const response = await microsoftExcel.updateRow({
      $,
      itemId,
      tableId,
      rowId,
      data: {
        values: JSON.parse(values),
      },
    });

    $.export("$summary", `The row with index: ${rowId} was successfully updated!`);
    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
Microsoft Excel	`microsoftExcel`	`app`	This component uses the Microsoft Excel app.
Folder Id	`folderId`	`string`	Select a value from the drop down menu.
Item Id	`itemId`	`string`	Select a value from the drop down menu.
Table Id	`tableId`	`string`	Select a value from the drop down menu.
Row Id	`rowId`	`string`	Select a value from the drop down menu.
Values	`values`	`string`	Represents the raw values of the specified range. The data returned could be of type string, number, or a boolean. Cells that contain errors return the error string.

Action Authentication#

Microsoft Excel uses OAuth authentication. When you connect your Microsoft Excel account, Pipedream will open a popup window where you can sign into Microsoft Excel and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Excel API.

Pipedream requests the following authorization scopes when you connect your account:

User.Reademailoffline_accessopenidprofileFiles.ReadWriteFiles.Read.AllUser.ReadCrossTenantInformation.ReadBasic.All

About Microsoft Excel#

You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

More Ways to Connect Microsoft Excel + Zoho CRM#

Other Popular Integrations#

Update Worksheet Tablerow with Microsoft Excel API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Microsoft Excel

Update Worksheet Tablerow with Microsoft Excel API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Microsoft Excel, 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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