Add Ticket Attachment with Zoho Desk API on New Conversation Created from Zoho SalesIQ API

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New Conversation Created from the Zoho SalesIQ API

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Add Ticket Attachment with the Zoho Desk API

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Getting Started#

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

Select this integration
Configure the New Conversation Created trigger
1. Connect your Zoho SalesIQ account
2. Select a Screen Name
3. Select one or more Apps
Configure the Add Ticket Attachment action
1. Connect your Zoho Desk account
2. Select a Organization ID
3. Select a Ticket ID
4. Optional- Configure Is Public
5. Configure File Path or URL
6. Optional- Configure syncDir
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 Conversation Created on Zoho SalesIQ

Description:Emit new event when a new conversation is created.

Version:0.0.1

Key:zoho_salesiq-conversation-created

View on GitHub

Zoho SalesIQ Overview#

The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "zoho_salesiq-conversation-created",
  name: "New Conversation Created",
  description: "Emit new event when a new conversation is created.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "conversation.created",
      ];
    },
    generateMeta(body) {
      return {
        id: body.entity_id,
        summary: body.entity.question,
        ts: body.event_time,
      };
    },
  },
  sampleEmit,
};

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 SalesIQ	`zohoSalesIQ`	`app`	This component uses the Zoho SalesIQ 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.
Screen Name	`screenName`	`string`	Select a value from the drop down menu.
Apps	`appIds`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

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

SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ

About Zoho SalesIQ#

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

Action#

Add Ticket Attachment on Zoho Desk

Description:Attaches a file to a ticket. [See the docs here](https://desk.zoho.com/DeskAPIDocument#TicketAttachments#TicketAttachments_CreateTicketattachment)

Version:0.1.1

Key:zoho_desk-add-ticket-attachment

View on GitHub

Zoho Desk Overview#

Zoho Desk API empowers you to streamline and automate customer service processes. With Pipedream, you can tap into Zoho Desk's capabilities to manage tickets, fetch customer info, and coordinate your support team's efforts. Imagine syncing support tickets to your internal systems, triggering alerts for high-priority issues, or even analyzing support trends over time. Pipedream's serverless platform lets you connect Zoho Desk to hundreds of other apps with minimal hassle, transforming how you attend to customer needs.

Action Code#

import zohoDesk from "../../zoho_desk.app.mjs";
import { getFileStreamAndMetadata } from "@pipedream/platform";
import FormData from "form-data";

export default {
  key: "zoho_desk-add-ticket-attachment",
  name: "Add Ticket Attachment",
  description: "Attaches a file to a ticket. [See the docs here](https://desk.zoho.com/DeskAPIDocument#TicketAttachments#TicketAttachments_CreateTicketattachment)",
  type: "action",
  version: "0.1.1",
  props: {
    zohoDesk,
    orgId: {
      propDefinition: [
        zohoDesk,
        "orgId",
      ],
    },
    ticketId: {
      propDefinition: [
        zohoDesk,
        "ticketId",
        ({ orgId }) => ({
          orgId,
        }),
      ],
    },
    isPublic: {
      type: "boolean",
      label: "Is Public",
      description: "Field that determines whether the attachment is public or private",
      optional: true,
    },
    file: {
      type: "string",
      label: "File Path or URL",
      description: "The file to attach. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)",
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      orgId,
      ticketId,
      isPublic,
      file,
    } = this;

    const data = new FormData();
    const {
      stream, metadata,
    } = await getFileStreamAndMetadata(file);
    data.append("file", stream, {
      contentType: metadata.contentType,
      knownLength: metadata.size,
      filename: metadata.name,
    });

    const response = await this.zohoDesk.createTicketAttachment({
      $,
      ticketId,
      params: {
        isPublic,
      },
      headers: {
        orgId,
        ...data.getHeaders(),
      },
      data,
    });

    $.export("$summary", `Successfully created a new ticket attachment with ID ${response?.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
Zoho Desk	`zohoDesk`	`app`	This component uses the Zoho Desk app.
Organization ID	`orgId`	`string`	Select a value from the drop down menu.
Ticket ID	`ticketId`	`string`	Select a value from the drop down menu.
Is Public	`isPublic`	`boolean`	Field that determines whether the attachment is public or private
File Path or URL	`file`	`string`	The file to attach. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)
syncDir	`syncDir`	`dir`

Action Authentication#

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

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

Desk.articles.CREATEDesk.articles.READDesk.articles.UPDATEDesk.basic.CREATEDesk.basic.READDesk.contacts.CREATEDesk.contacts.READDesk.contacts.UPDATEDesk.contacts.WRITEDesk.events.CREATEDesk.events.READDesk.events.UPDATEDesk.events.WRITEDesk.search.READDesk.settings.CREATEDesk.settings.READDesk.settings.UPDATEDesk.settings.WRITEDesk.tasks.CREATEDesk.tasks.READDesk.tasks.UPDATEDesk.tasks.WRITEDesk.tickets.CREATEDesk.tickets.READDesk.tickets.UPDATEDesk.tickets.WRITE

Add Ticket Attachment with Zoho Desk API on New Conversation Created from Zoho SalesIQ API

Pipedream makes it easy to connect APIs for Zoho Desk, Zoho SalesIQ and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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