Ask Question with DocsBot AI API on New or Updated Lead (Instant) from Zoho CRM API

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Trigger workflow on

New or Updated Lead (Instant) from the Zoho CRM API

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Ask Question with the DocsBot AI API

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Getting Started#

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

Select this integration
Configure the New or Updated Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Ask Question action
1. Connect your DocsBot AI account
2. Select a Team ID
3. Select a Bot ID
4. Configure Question
5. Optional- Configure Full Source
6. Optional- Select a Format
7. Optional- Configure Chat History
8. Optional- Configure Metadata
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 or Updated Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-or-updated-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-or-updated-lead",
  name: "New or Updated Lead (Instant)",
  description: "Emits an event each time a new lead is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
        crudOps.editOpData(),
      ];
    },
  },
};

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#

Ask Question on DocsBot AI

Description:Ask a question to a specific bot in a specific team. [See the documentation](https://docsbot.ai/documentation/developer/chat-api)

Version:0.0.1

Key:docsbot_ai-ask-question

View on GitHub

DocsBot AI Overview#

DocsBot AI API transforms natural language into structured data, enabling the extraction and analysis of information from unstructured text. In Pipedream, you can leverage this API to automate workflows that require processing of text for sentiment analysis, summarization, or data extraction. With Pipedream's serverless platform, these capabilities can be integrated into diverse systems without writing complex infrastructure code.

Action Code#

import docsbotAi from "../../docsbot_ai.app.mjs";

export default {
  key: "docsbot_ai-ask-question",
  name: "Ask Question",
  description: "Ask a question to a specific bot in a specific team. [See the documentation](https://docsbot.ai/documentation/developer/chat-api)",
  version: "0.0.1",
  type: "action",
  props: {
    docsbotAi,
    teamId: {
      propDefinition: [
        docsbotAi,
        "teamId",
      ],
    },
    botId: {
      propDefinition: [
        docsbotAi,
        "botId",
        ({ teamId }) => ({
          teamId,
        }),
      ],
    },
    question: {
      propDefinition: [
        docsbotAi,
        "question",
      ],
    },
    fullSource: {
      propDefinition: [
        docsbotAi,
        "fullSource",
      ],
    },
    format: {
      propDefinition: [
        docsbotAi,
        "format",
      ],
    },
    history: {
      propDefinition: [
        docsbotAi,
        "history",
      ],
    },
    metadata: {
      propDefinition: [
        docsbotAi,
        "metadata",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.docsbotAi.askQuestion({
      $,
      teamId: this.teamId,
      botId: this.botId,
      data: {
        question: this.question,
        full_source: this.fullSource,
        format: this.format,
        history: this.history,
        metadata: this.metadata,
      },
    });
    $.export("$summary", "Successfully asked question");
    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
DocsBot AI	`docsbotAi`	`app`	This component uses the DocsBot AI app.
Team ID	`teamId`	`string`	Select a value from the drop down menu.
Bot ID	`botId`	`string`	Select a value from the drop down menu.
Question	`question`	`string`	The question to ask the bot (2 to 2000 characters)
Full Source	`fullSource`	`boolean`	Whether the full source content should be returned
Format	`format`	`string`	Select a value from the drop down menu:`markdowntext`
Chat History	`history`	`string[]`	The chat history array
Metadata	`metadata`	`object`	A user identification object with arbitrary metadata about the the user. Will be saved to the question history log. Keys `referrer`, `email`, and `name` are shown in question history logs

Ask Question with DocsBot AI API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for DocsBot AI, 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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