← Zoho CRM + Testmo integrations

Create Automation Run with Testmo API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API
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Create Automation Run with the Testmo API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Testmo 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 Module Entry (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select a Module
  3. Configure the Create Automation Run action
    1. Connect your Testmo account
    2. Select a Project Id
    3. Configure Name
    4. Select a Source
    5. Optional- Configure Config
    6. Optional- Configure Config Id
    7. Optional- Configure Milestone
    8. Optional- Select a Milestone Id
    9. Optional- Configure Tags
    10. Optional- Configure Artifacts
    11. Optional- Configure Fields
    12. Optional- Configure Links
  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:Emit new events each time a new module/record is created in Zoho CRM
Version:0.0.14
Key:zoho_crm-new-module-entry

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-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.
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.

ModulemoduleInfostringSelect 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

Description:Creates a new automation run in a target project in preparation for adding threads and test results. [See the documentation](https://docs.testmo.com/api/reference/automation-runs#post-projects-project_id-automation-runs)
Version:0.0.2
Key:testmo-create-automation-run

Testmo Overview

The Testmo API enables automation and integration of your testing workflows into the broader CI/CD pipeline. With Pipedream, you can use this API to trigger tests, update test cases, log results, and sync status with other project management tools. By creating custom serverless workflows on Pipedream, you can connect Testmo to various apps, manage test lifecycles, and respond to events from other services in real-time.

Action Code

import { parseArray } from "../../common/utils.mjs";
import testmo from "../../testmo.app.mjs";

export default {
  key: "testmo-create-automation-run",
  name: "Create Automation Run",
  version: "0.0.2",
  description: "Creates a new automation run in a target project in preparation for adding threads and test results. [See the documentation](https://docs.testmo.com/api/reference/automation-runs#post-projects-project_id-automation-runs)",
  type: "action",
  props: {
    testmo,
    projectId: {
      propDefinition: [
        testmo,
        "projectId",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the new automation run.",
    },
    source: {
      propDefinition: [
        testmo,
        "source",
        ({ projectId }) => ({
          projectId,
        }),
      ],
    },
    config: {
      type: "string",
      label: "Config",
      description: "Name of the configuration for the new automation run.",
      optional: true,
    },
    configId: {
      type: "string",
      label: "Config Id",
      description: "ID of the configuration for the new automation run. If both config and `configId` are specified, `configId` is given precedence.",
      optional: true,
    },
    milestone: {
      type: "string",
      label: "Milestone",
      description: "Name of the milestone for the new automation run.",
      optional: true,
    },
    milestoneId: {
      propDefinition: [
        testmo,
        "milestoneId",
        ({ projectId }) => ({
          projectId,
        }),
      ],
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "List of tags for the new automation run. If a milestone in the same project has one or more matching automation tags, the new automation run is automatically linked to that milestone (unless `milestone` or `milestoneId` is also specified).",
      optional: true,
    },
    artifacts: {
      type: "string[]",
      label: "Artifacts",
      description: "List of externally stored test artifacts to link to the new automation run (such as log files, screenshots or test data). [See de documentation for details](https://docs.testmo.com/api/reference/automation-runs#post-projects-project_id-automation-runs)",
      optional: true,
    },
    fields: {
      type: "string[]",
      label: "Fields",
      description: "List of fields to attach to the new automation run (such as environment variables, errors or terminal output). [See de documentation for details](https://docs.testmo.com/api/reference/automation-runs#post-projects-project_id-automation-runs)",
      optional: true,
    },
    links: {
      type: "string[]",
      label: "Links",
      description: "List of links to attach to the new automation run (such as a link back to the build in the CI tool that triggered the tests). [See de documentation for details](https://docs.testmo.com/api/reference/automation-runs#post-projects-project_id-automation-runs)",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      testmo,
      projectId,
      configId,
      milestoneId,
      artifacts,
      fields,
      links,
      ...data
    } = this;

    const response = await testmo.createAutomationRun({
      $,
      projectId,
      data: {
        config_id: configId,
        milestone_id: milestoneId,
        artifacts: parseArray(artifacts),
        fields: parseArray(fields),
        links: parseArray(links),
        ...data,
      },
    });

    $.export("$summary", `A new automation run with Id: ${response.id} was successfully created!`);
    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
TestmotestmoappThis component uses the Testmo app.
Project IdprojectIdstringSelect a value from the drop down menu.
Namenamestring

Name of the new automation run.

SourcesourcestringSelect a value from the drop down menu.
Configconfigstring

Name of the configuration for the new automation run.

Config IdconfigIdstring

ID of the configuration for the new automation run. If both config and configId are specified, configId is given precedence.

Milestonemilestonestring

Name of the milestone for the new automation run.

Milestone IdmilestoneIdstringSelect a value from the drop down menu.
Tagstagsstring[]

List of tags for the new automation run. If a milestone in the same project has one or more matching automation tags, the new automation run is automatically linked to that milestone (unless milestone or milestoneId is also specified).

Artifactsartifactsstring[]

List of externally stored test artifacts to link to the new automation run (such as log files, screenshots or test data). See de documentation for details

Fieldsfieldsstring[]

List of fields to attach to the new automation run (such as environment variables, errors or terminal output). See de documentation for details

Linkslinksstring[]

List of links to attach to the new automation run (such as a link back to the build in the CI tool that triggered the tests). See de documentation for details

Action Authentication

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

To retrieve your API Key,

  • Navigate to your Testmo account and sign in
  • Click the dropdown on the top right
  • Go to “My profile & settings” > “API access”

About Testmo

The #1 unified test management tool. All your manual, exploratory & automated tests in one powerful platform. Full integration with Jira, GitHub, GitLab & more.

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