Create Draft Campaign with Sendy API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Create Draft Campaign with the Sendy API

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Getting Started#

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

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create Draft Campaign action
1. Connect your Sendy account
2. Configure From Name
3. Configure From Email
4. Configure Reply To
5. Configure Title
6. Configure Subject
7. Optional- Configure Plain Text
8. Configure HTML Text
9. Select a Brand ID
10. Optional- Select one or more List IDs
11. Optional- Configure Segment IDs
12. Optional- Select one or more Exclude List IDs
13. Optional- Configure Exclude Segment IDs
14. Optional- Configure Query String
15. Select a Track Opens
16. Select a Track Clicks
17. Optional- Configure Schedule Date Time
18. Optional- Configure Schedule Timezone
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.
Events	`events`	`string[]`	Select a value from the drop down menu.

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#

Create Draft Campaign on Sendy

Description:Creates a new draft campaign ready to be filled in with details. [See the documentation](https://sendy.co/api?app_path=https://sendy.email/dev2#create-send-campaigns)

Version:0.0.1

Key:sendy-create-draft-campaign

View on GitHub

Sendy Overview#

The Sendy API allows you to programmatically manage email campaigns, subscribers, and lists. With Pipedream's capabilities, you can leverage Sendy API to create custom workflows that respond to events, synchronize data across platforms, and automate email marketing tasks. Pipedream provides a serverless platform where you can connect Sendy with hundreds of other apps without writing complex code, harnessing the power of Sendy's features with event-driven programming and API integration.

Action Code#

import { parseObject } from "../../common/utils.mjs";
import sendy from "../../sendy.app.mjs";

export default {
  key: "sendy-create-draft-campaign",
  name: "Create Draft Campaign",
  description: "Creates a new draft campaign ready to be filled in with details. [See the documentation](https://sendy.co/api?app_path=https://sendy.email/dev2#create-send-campaigns)",
  version: "0.0.1",
  type: "action",
  props: {
    sendy,
    fromName: {
      type: "string",
      label: "From Name",
      description: "The 'From Name' of your campaign.",
    },
    fromEmail: {
      type: "string",
      label: "From Email",
      description: "The 'From Email' of your campaign.",
    },
    replyTo: {
      type: "string",
      label: "Reply To",
      description: "The 'Reply To' of your campaign.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The 'Title' of your campaign.",
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The 'Subject' of your campaign.",
    },
    plainText: {
      type: "string",
      label: "Plain Text",
      description: "The 'Plain text version' of your campaign.",
      optional: true,
    },
    htmlText: {
      type: "string",
      label: "HTML Text",
      description: "The 'HTML version' of your campaign.",
    },
    brandId: {
      propDefinition: [
        sendy,
        "brandId",
      ],
    },
    listIds: {
      propDefinition: [
        sendy,
        "listId",
        ({ brandId }) => ({
          brandId,
        }),
      ],
      type: "string[]",
      label: "List IDs",
      description: "A list of List IDs.",
      optional: true,
    },
    segmentIds: {
      type: "string[]",
      label: "Segment IDs",
      description: "A list of segment IDs. Segment ids can be found in the segments setup page.",
      optional: true,
    },
    excludeListIds: {
      propDefinition: [
        sendy,
        "listId",
        ({ brandId }) => ({
          brandId,
        }),
      ],
      type: "string[]",
      label: "Exclude List IDs",
      description: "Lists to exclude from your campaign.",
      optional: true,
    },
    excludeSegmentIds: {
      type: "string[]",
      label: "Exclude Segment IDs",
      description: "Segments to exclude from your campaign. Segment ids can be found in the segments setup page.",
      optional: true,
    },
    queryString: {
      type: "string",
      label: "Query String",
      description: "e.g., Google Analytics tags.",
      optional: true,
    },
    trackOpens: {
      type: "string",
      label: "Track Opens",
      description: "Open tracking behaviour.",
      options: [
        {
          label: "Disabled",
          value: "0",
        },
        {
          label: "Enabled",
          value: "1",
        },
        {
          label: "Anonymous",
          value: "2",
        },
      ],
    },
    trackClicks: {
      type: "string",
      label: "Track Clicks",
      description: "Click tracking behaviour.",
      options: [
        {
          label: "Disabled",
          value: "0",
        },
        {
          label: "Enabled",
          value: "1",
        },
        {
          label: "Anonymous",
          value: "2",
        },
      ],
    },
    scheduleDateTime: {
      type: "string",
      label: "Schedule Date Time",
      description: "Format: June 15, 2021 6:05pm. Minutes in increments of '5', eg. 6pm, 6:05pm, 6:10pm, 6:15pm..",
      optional: true,
    },
    scheduleTimezone: {
      type: "string",
      label: "Schedule Timezone",
      description: "e.g., 'America/New_York'. See the [list of PHP's supported timezones](https://www.php.net/manual/en/timezones.php). This parameter only applies if you're scheduling your campaign with 'Schedule Date Time' parameter. Sendy will use your default timezone if this parameter is empty.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.sendy.createDraftCampaign({
      $,
      data: {
        from_name: this.fromName,
        from_email: this.fromEmail,
        reply_to: this.replyTo,
        title: this.title,
        subject: this.subject,
        plain_text: this.plainText,
        html_text: this.htmlText,
        list_ids: this.listIds && parseObject(this.listIds),
        segment_ids: this.segmentIds && parseObject(this.segmentIds),
        exclude_list_ids: this.excludeListIds && parseObject(this.excludeListIds),
        exclude_segment_ids: this.excludeSegmentIds && parseObject(this.excludeSegmentIds),
        brand_id: this.brandId,
        query_string: this.queryString,
        track_opens: this.trackOpens,
        track_clicks: this.trackClicks,
        schedule_date_time: this.scheduleDateTime,
        schedule_timezone: this.scheduleTimezone,
      },
    });

    $.export("$summary", "Draft campaign created 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
Sendy	`sendy`	`app`	This component uses the Sendy app.
From Name	`fromName`	`string`	The 'From Name' of your campaign.
From Email	`fromEmail`	`string`	The 'From Email' of your campaign.
Reply To	`replyTo`	`string`	The 'Reply To' of your campaign.
Title	`title`	`string`	The 'Title' of your campaign.
Subject	`subject`	`string`	The 'Subject' of your campaign.
Plain Text	`plainText`	`string`	The 'Plain text version' of your campaign.
HTML Text	`htmlText`	`string`	The 'HTML version' of your campaign.
Brand ID	`brandId`	`string`	Select a value from the drop down menu.
List IDs	`listIds`	`string[]`	Select a value from the drop down menu.
Segment IDs	`segmentIds`	`string[]`	A list of segment IDs. Segment ids can be found in the segments setup page.
Exclude List IDs	`excludeListIds`	`string[]`	Select a value from the drop down menu.
Exclude Segment IDs	`excludeSegmentIds`	`string[]`	Segments to exclude from your campaign. Segment ids can be found in the segments setup page.
Query String	`queryString`	`string`	e.g., Google Analytics tags.
Track Opens	`trackOpens`	`string`	Select a value from the drop down menu:`{ "label": "Disabled", "value": "0" }{ "label": "Enabled", "value": "1" }{ "label": "Anonymous", "value": "2" }`
Track Clicks	`trackClicks`	`string`	Select a value from the drop down menu:`{ "label": "Disabled", "value": "0" }{ "label": "Enabled", "value": "1" }{ "label": "Anonymous", "value": "2" }`
Schedule Date Time	`scheduleDateTime`	`string`	Format: June 15, 2021 6:05pm. Minutes in increments of '5', eg. 6pm, 6:05pm, 6:10pm, 6:15pm..
Schedule Timezone	`scheduleTimezone`	`string`	e.g., 'America/New_York'. See the list of PHP's supported timezones. This parameter only applies if you're scheduling your campaign with 'Schedule Date Time' parameter. Sendy will use your default timezone if this parameter is empty.

Create Draft Campaign with Sendy API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Sendy, 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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