← Zoho Projects + Airtable integrations

Create Multiple Records with Airtable API on New Milestone from Zoho Projects API

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Trigger workflow on
New Milestone from the Zoho Projects API
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Create Multiple Records with the Airtable API
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Getting Started

This integration creates a workflow with a Zoho Projects trigger and Airtable 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 Milestone trigger
    1. Connect your Zoho Projects account
    2. Configure Polling schedule
    3. Select a Portal ID
    4. Select a Project ID
  3. Configure the Create Multiple Records action
    1. Connect your Airtable account
    2. Select a Base
    3. Select a Table
    4. Configure Records
    5. Optional- Configure Typecast
    6. Optional- Configure Return Fields By Field ID
  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 event when a new milestone is created. [See the docs here](https://www.zoho.com/projects/help/rest-api/milestones-api.html#alink1)
Version:0.0.3
Key:zoho_projects-new-milestone

Zoho Projects Overview

The Zoho Projects API lets you harness the full potential of project management by enabling seamless integration with other tools and automating routine tasks. With it, you can create projects, manage tasks, track time, and customize your workflow. On Pipedream, you can leverage this API to build robust automations that connect Zoho Projects with a plethora of other apps, streamlining project tracking and collaboration workflows, all without writing a single line of code.

Trigger Code

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

export default {
  ...common,
  key: "zoho_projects-new-milestone",
  name: "New Milestone",
  description: "Emit new event when a new milestone is created. [See the docs here](https://www.zoho.com/projects/help/rest-api/milestones-api.html#alink1)",
  type: "source",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    portalId: {
      propDefinition: [
        common.props.zohoProjects,
        "portalId",
      ],
    },
    projectId: {
      propDefinition: [
        common.props.zohoProjects,
        "projectId",
        ({ portalId }) => ({
          portalId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return constants.MODULES.MILESTONES;
    },
    getResourceFn() {
      return this.zohoProjects.getMilestones;
    },
    getResourceFnArgs() {
      return {
        portalId: this.portalId,
        projectId: this.projectId,
        params: {
          sort_column: "created_time", // created_time | last_modified_time
          sort_order: "descending", // ascending | descending
        },
      };
    },
    resourceFilter(resource) {
      const lastCreatedAt = this.getLastCreatedAt() || 0;
      return resource.created_time_long > lastCreatedAt;
    },
    generateMeta(resource) {
      return {
        id: resource.id_string,
        ts: resource.created_time_long,
        summary: `Milestone ID ${resource.id_string}`,
      };
    },
  },
};

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 ProjectszohoProjectsappThis component uses the Zoho Projects app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the Zoho Projects API

Portal IDportalIdstringSelect a value from the drop down menu.
Project IDprojectIdstringSelect a value from the drop down menu.

Trigger Authentication

Zoho Projects uses OAuth authentication. When you connect your Zoho Projects account, Pipedream will open a popup window where you can sign into Zoho Projects 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 Projects API.

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

ZohoProjects.portals.allZohoProjects.projects.allZohoProjects.activities.createZohoProjects.status.readZohoProjects.milestones.allZohoProjects.tasklists.allZohoProjects.tasks.allZohoProjects.timesheets.allZohoProjects.bugs.allZohoProjects.tags.allZohoProjects.events.allZohoProjects.forums.allZohoProjects.users.allZohoProjects.documents.CREATEZohoPC.files.CREATEZohoProjects.search.readZohoProjects.documents.READWorkDrive.team.ALLWorkDrive.workspace.ALLWorkDrive.files.ALL

About Zoho Projects

Online Project Management Software & Tools

Action

Description:Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. [See the documentation](https://airtable.com/developers/web/api/create-records)
Version:0.0.6
Key:airtable_oauth-create-multiple-records

Airtable Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Action Code

import chunk from "lodash.chunk";
import airtable from "../../airtable_oauth.app.mjs";
import common from "../common/common.mjs";

const BATCH_SIZE = 10; // The Airtable API allows us to update up to 10 rows per request.

export default {
  key: "airtable_oauth-create-multiple-records",
  name: "Create Multiple Records",
  description: "Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. [See the documentation](https://airtable.com/developers/web/api/create-records)",
  version: "0.0.6",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
    returnFieldsByFieldId: {
      propDefinition: [
        airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async run({ $ }) {
    const baseId = this.baseId?.value ?? this.baseId;
    const tableId = this.tableId?.value ?? this.tableId;

    let data = this.records;
    if (!Array.isArray(data)) {
      data = JSON.parse(data);
    }
    data = data.map((fields) => ({
      fields,
    }));
    if (!data.length) {
      throw new Error("No Airtable record data passed to step. Please pass at least one record");
    }

    const responses = [];
    for (const c of chunk(data, BATCH_SIZE)) {
      try {
        const records = await this.airtable.createRecord({
          baseId,
          tableId,
          data: c,
          opts: {
            typecast: this.typecast,
            returnFieldsByFieldId: this.returnFieldsByFieldId,
          },
        });
        responses.push(...records);
      } catch (err) {
        this.airtable.throwFormattedError(err);
      }
    }

    const l = responses.length;
    $.export("$summary", `Added ${l} record${l === 1
      ? ""
      : "s"} to ${this.baseId?.label || baseId}: [${this.tableId?.label || tableId}](https://airtable.com/${baseId}/${tableId})`);

    return responses;
  },
};

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
AirtableairtableappThis component uses the Airtable app.
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Recordsrecordsstring

Provide an array of objects. Each object should represent a new record with the column name as the key and the data to insert as the corresponding value (e.g., passing [{"foo":"bar","id":123},{"foo":"baz","id":456}] will create two records and with values added to the fields foo and id). The most common pattern is to reference an array of objects exported by a previous step (e.g., {{steps.foo.$return_value}}). You may also enter or construct a string that will JSON.parse() to an array of objects.

Typecasttypecastboolean

The Airtable API will perform best-effort automatic data conversion from string values if the typecast parameter is True. Automatic conversion is disabled by default to ensure data integrity, but it may be helpful for integrating with 3rd party data sources.

Return Fields By Field IDreturnFieldsByFieldIdboolean

An optional boolean value that lets you return field objects where the key is the field id. This defaults to false, which returns field objects where the key is the field name.

Action Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

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