Append Block to Parent with Notion API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API

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Append Block to Parent with the Notion API

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Getting Started#

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

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Append Block to Parent action
1. Connect your Notion account
2. Select a Parent Block ID
3. Optional- Configure Block Objects
4. Optional- Select one or more Block IDs
5. Optional- Configure Markup Contents
6. Optional- Configure Image URLs
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 Lead (Instant) on Zoho CRM

Description:Emits an event each time a new lead is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-lead

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-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    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.

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#

Append Block to Parent on Notion

Description:Creates and appends blocks to the specified parent. [See the documentation](https://developers.notion.com/reference/patch-block-children)

Version:0.2.16

Key:notion-append-block

View on GitHub

Notion Overview#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Action Code#

import notion from "../../notion.app.mjs";
import base from "../common/base-page-builder.mjs";

export default {
  ...base,
  key: "notion-append-block",
  name: "Append Block to Parent",
  description: "Creates and appends blocks to the specified parent. [See the documentation](https://developers.notion.com/reference/patch-block-children)",
  version: "0.2.16",
  type: "action",
  props: {
    notion,
    pageId: {
      propDefinition: [
        notion,
        "pageId",
      ],
      label: "Parent Block ID",
      description: "The identifier for the parent block",
    },
    blockObjects: {
      type: "string[]",
      label: "Block Objects",
      description: "This prop accepts an array of block objects to be appended. Using a custom expression in this prop is recommended.",
      optional: true,
    },
    blockIds: {
      propDefinition: [
        notion,
        "pageId",
      ],
      type: "string[]",
      label: "Block IDs",
      description: "Contents of selected blocks will be appended",
      optional: true,
    },
    markupContents: {
      type: "string[]",
      label: "Markup Contents",
      description: "Content of new blocks to append. You must use Markdown syntax [See docs](https://www.notion.so/help/writing-and-editing-basics#markdown-&-shortcuts)",
      optional: true,
    },
    imageUrls: {
      type: "string[]",
      label: "Image URLs",
      description: "List of URLs to append as image blocks",
      optional: true,
    },
  },
  methods: {
    ...base.methods,
    chunkArray(array, chunkSize = 100) {
      const chunks = [];
      for (let i = 0; i < array.length; i += chunkSize) {
        chunks.push(array.slice(i, i + chunkSize));
      }
      return chunks;
    },
  },
  async run({ $ }) {
    const children = [];
    // add blocks from blockObjects
    if (this.blockObjects?.length > 0) {
      for (const obj of this.blockObjects) {
        const child = (typeof obj === "string")
          ? JSON.parse(obj)
          : obj;
        children.push(child);
      }
    }

    // add blocks from blockIds
    if (this.blockIds?.length > 0) {
      for (const id of this.blockIds) {
        const block = await this.notion.retrieveBlock(id);
        block.children = await this.notion.retrieveBlockChildren(block);
        const formattedChildren = await this.formatChildBlocks(block);
        children.push(...formattedChildren);
      }
    }

    // add blocks from markup
    if (this.markupContents?.length > 0) {
      for (const content of this.markupContents) {
        const block = this.createBlocks(content);
        children.push(...block);
      }
    }

    // add image blocks
    if (this.imageUrls?.length) {
      for (const url of this.imageUrls) {
        children.push({
          type: "image",
          image: {
            type: "external",
            external: {
              url,
            },
          },
        });
      }
    }

    if (children.length === 0) {
      $.export("$summary", "Nothing to append");
      return;
    }

    const results = [];
    const chunks = this.chunkArray(children);

    for (const chunk of chunks) {
      const { results: payload } = await this.notion.appendBlock(this.pageId, chunk);
      results.push(payload);
    }

    const totalAppended = results.reduce((sum, res) => sum + res.length, 0);

    $.export("$summary", `Appended ${totalAppended} block(s) successfully`);
    return results.flat();
  },
};

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
Notion	`notion`	`app`	This component uses the Notion app.
Parent Block ID	`pageId`	`string`	Select a value from the drop down menu.
Block Objects	`blockObjects`	`string[]`	This prop accepts an array of block objects to be appended. Using a custom expression in this prop is recommended.
Block IDs	`blockIds`	`string[]`	Select a value from the drop down menu.
Markup Contents	`markupContents`	`string[]`	Content of new blocks to append. You must use Markdown syntax See docs
Image URLs	`imageUrls`	`string[]`	List of URLs to append as image blocks

Action Authentication#

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

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

Append Block to Parent with Notion API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Notion, 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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