← Zoho CRM + Cohere integrations

Chat with Cohere API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API
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Chat with the Cohere API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Cohere 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 Event (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select one or more Events
  3. Configure the Chat action
    1. Connect your Cohere account
    2. Configure Message
    3. Optional- Select a Model
    4. Optional- Configure Temperature
    5. Optional- Configure Max Tokens
    6. Optional- Configure K
    7. Optional- Configure P
    8. Optional- Configure Stop Sequences
    9. Optional- Configure Frequency Penalty
  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 custom events from Zoho CRM
Version:0.0.15
Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.

Eventseventsstring[]Select 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:Generates a text response to a user message. [See the documentation](https://docs.cohere.com/reference/chat)
Version:0.0.1
Key:cohere_platform-chat

Cohere Overview

The Cohere API enables the development of apps with advanced natural language understanding capabilities. Utilizing machine learning, it can help with tasks like text generation, summarization, sentiment analysis, and more. On Pipedream, you can seamlessly integrate Cohere's features into serverless workflows, triggering actions based on text input, processing large volumes of data, or even enhancing chatbots with more human-like responses.

Action Code

import app from "../../cohere_platform.app.mjs";
import { clearObj } from "../../common/utils.mjs";

export default {
  key: "cohere_platform-chat",
  name: "Chat",
  version: "0.0.1",
  description: "Generates a text response to a user message. [See the documentation](https://docs.cohere.com/reference/chat)",
  type: "action",
  props: {
    app,
    message: {
      propDefinition: [
        app,
        "message",
      ],
    },
    model: {
      propDefinition: [
        app,
        "model",
      ],
    },
    temperature: {
      propDefinition: [
        app,
        "temperature",
      ],
    },
    maxTokens: {
      propDefinition: [
        app,
        "maxTokens",
      ],
    },
    k: {
      propDefinition: [
        app,
        "k",
      ],
    },
    p: {
      propDefinition: [
        app,
        "p",
      ],
    },
    stopSequences: {
      propDefinition: [
        app,
        "stopSequences",
      ],
    },
    frequencyPenalty: {
      propDefinition: [
        app,
        "frequencyPenalty",
      ],
    },
  },
  methods: {
    chat(data) {
      return this.app.client().chat(data);
    },
  },
  async run({ $ }) {
    const {
      chat,
      message,
      model,
      temperature,
      maxTokens,
      k,
      p,
      stopSequences,
      frequencyPenalty,

    } = this;
    const response = await chat(clearObj({
      message,
      model,
      ...(temperature && {
        temperature: parseFloat(temperature),
      }),
      maxTokens,
      k,
      ...(p && {
        p: parseFloat(p),
      }),
      stopSequences,
      ...(frequencyPenalty && {
        frequencyPenalty: parseFloat(frequencyPenalty),
      }),
    }));

    $.export("$summary", `The message was successfully responded with ID \`${response.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.

LabelPropTypeDescription
CohereappappThis component uses the Cohere app.
Messagemessagestring

Text input for the model to respond to. Compatible Deployments: Cohere Platform, Azure, AWS Sagemaker, Private Deployments

ModelmodelstringSelect a value from the drop down menu:command-r-pluscommand-rcommandcommand-nightlycommand-lightcommand-light-nightlyembed-english-v3.0embed-english-light-v3.0embed-multilingual-v3.0embed-multilingual-light-v3.0embed-english-v2.0embed-english-light-v2.0embed-multilingual-v2.0rerank-english-v3.0rerank-multilingual-v3.0rerank-english-v2.0rerank-multilingual-v2.0
Temperaturetemperaturestring

Must be between 0 and 1.0 inclusive that tunes the degree of randomness in generation. Lower temperatures mean less random generations, and higher temperatures mean more random generations.
Randomness can be further maximized by increasing the value of the P parameter. Compatible Deployments: Cohere Platform, Azure, AWS Sagemaker, Private Deployments See Temperature for more details.

Max TokensmaxTokensinteger

The maximum number of tokens the model will generate as part of the response. Note: Setting a low value may result in incomplete generations. Compatible Deployments: Cohere Platform, Azure, AWS Sagemaker, Private Deployments. See BPE Tokens for more details.

Kkinteger

Ensures only the top K most likely tokens are considered for generation at each step. Defaults to 0, min value of 0, max value of 500. Compatible Deployments: Cohere Platform, Azure, AWS Sagemaker, Private Deployments

Ppstring

Ensures that only the most likely tokens, with total probability mass of P, are considered for generation at each step. If both K and P are enabled, P acts after K. Defaults to 0.75. min value of 0.01, max value of 0.99. Compatible Deployments: Cohere Platform, Azure, AWS Sagemaker, Private Deployments

Stop SequencesstopSequencesstring[]

A list of up to 5 strings that the model will use to stop generation. If the model generates a string that matches any of the strings in the list, it will stop generating tokens and return the generated text up to that point not including the stop sequence. Compatible Deployments: Cohere Platform, Azure, AWS Sagemaker, Private Deployments

Frequency PenaltyfrequencyPenaltystring

Defaults to 0.0, min value of 0.0, max value of 1.0. Used to reduce repetitiveness of generated tokens. The higher the value, the stronger a penalty is applied to previously present tokens, proportional to how many times they have already appeared in the prompt or prior generation. Compatible Deployments: Cohere Platform, Azure, AWS Sagemaker, Private Deployments

Action Authentication

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

Generate and copy your API key from your Cohere Platform dashboard.

About Cohere

Making NLP part of every developer's toolkit. Harness the power of language understanding. Join the developers and businesses who are using Cohere to generate, categorize and organize text at a scale that was previously unimaginable.

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