Send Message with Picky Assist 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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Send Message with the Picky Assist API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Picky Assist 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 Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Send Message action
1. Connect your Picky Assist account
2. Select a Application
3. Configure Global Message Text
4. Optional- Configure Global Message Media
5. Optional- Select a Priority
6. Configure Phone Number
7. Configure MessageText
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 Contact (Instant) on Zoho CRM

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

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-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.

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#

Send Message on Picky Assist

Description:Sends a message. [See docs here](https://help.pickyassist.com/api-documentation-v2/push-api/sending-single-message-push)

Version:0.0.1

Key:picky_assist-send-message

View on GitHub

Picky Assist Overview#

Picky Assist bridges your communication channels with smart automation, letting you weave SMS, WhatsApp, and other messaging services into your business workflows. By integrating with Pipedream, you can automate interactions with customers, streamline notifications, or orchestrate multi-platform messaging campaigns. The API enables you to trigger messages based on events, sync conversations to CRMs, or even dispatch alerts from monitoring systems.

Action Code#

import picky_assist from "../../picky_assist.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Send Message",
  version: "0.0.1",
  key: "picky_assist-send-message",
  description: "Sends a message. [See docs here](https://help.pickyassist.com/api-documentation-v2/push-api/sending-single-message-push)",
  type: "action",
  props: {
    picky_assist,
    application: {
      label: "Application",
      description: "Specify through which application the message need to sent.",
      type: "string",
      options: constants.APPLICATIONS,
    },
    globalMessageText: {
      label: "Global Message Text",
      description: "Global Message Text Message with emoji supported by whatsapp",
      type: "string",
    },
    globalMessageMedia: {
      label: "Global Message Media",
      description: "URL from we need to fetch the media",
      type: "string",
      optional: true,
    },
    priority: {
      label: "Priority",
      description: "This gives priority in the message queue. Default is `0`",
      type: "string",
      optional: true,
      options: constants.PRIORITY,
      default: "0",
    },
    phoneNumber: {
      label: "Phone Number",
      description: "Mobile Number with full country code *without 0 or +*. E.g. `55123456789`",
      type: "string",
    },
    messageText: {
      label: "MessageText",
      description: "Text Message with emoji supported by whatsapp",
      type: "string",
    },
  },
  async run({ $ }) {
    const response = await this.picky_assist.sendMessage({
      $,
      data: {
        application: this.application,
        globalmessage: this.globalMessageText,
        globalmedia: this.globalMessageMedia,
        priority: this.priority,
        data: [
          {
            number: this.phoneNumber,
            message: this.messageText,
          },
        ],
      },
    });

    if (response) {
      $.export("$summary", `Successfully sent message with ID ${response.data[0].msg_id}`);
    }

    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
Picky Assist	`picky_assist`	`app`	This component uses the Picky Assist app.
Application	`application`	`string`	Select a value from the drop down menu:`{ "label": "WhatsApp Personal(Phone Automation)", "value": "1" }{ "label": "WhatsApp Business(Phone Automation)", "value": "2" }{ "label": "SMS(Phone Automation)", "value": "3" }{ "label": "Call(Phone Automation)", "value": "4" }{ "label": "Facebook Messenger", "value": "5" }{ "label": "WhatsApp Official", "value": "8" }`
Global Message Text	`globalMessageText`	`string`	Global Message Text Message with emoji supported by whatsapp
Global Message Media	`globalMessageMedia`	`string`	URL from we need to fetch the media
Priority	`priority`	`string`	Select a value from the drop down menu:`{ "label": "High", "value": "1" }{ "label": "Low", "value": "0" }`
Phone Number	`phoneNumber`	`string`	Mobile Number with full country code without 0 or +. E.g. `55123456789`
MessageText	`messageText`	`string`	Text Message with emoji supported by whatsapp

Action Authentication#

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

To retrieve your API token,

Navigate to your Picky Assist account and sign in
Go to “Settings” > “API Tokens”

Send Message with Picky Assist API on New or Updated Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Picky Assist, 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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