Chat With Document with AskYourPDF API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API

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Chat With Document with the AskYourPDF API

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Getting Started#

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

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Chat With Document action
1. Connect your AskYourPDF account
2. Configure Document ID
3. Configure Sender
4. Configure Message
5. Optional- Configure Stream
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.
Module	`moduleInfo`	`string`	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#

Chat With Document on AskYourPDF

Description:Chat with a document. [See the documentation](https://docs.askyourpdf.com/askyourpdf-docs/#3.-chat-endpoint)

Version:0.0.2

Key:askyourpdf-chat-with-document

View on GitHub

AskYourPDF Overview#

AskYourPDF API allows you to extract text and data from PDF files programmatically. On Pipedream, leverage this API to automate workflows involving PDF data extraction, such as parsing invoices, extracting data for reports, or importing information into a database. With Pipedream's ability to integrate with various apps, you can create workflows that trigger on specific events and handle extracted PDF data with custom logic and actions.

Action Code#

import app from "../../askyourpdf.app.mjs";

export default {
  key: "askyourpdf-chat-with-document",
  name: "Chat With Document",
  description: "Chat with a document. [See the documentation](https://docs.askyourpdf.com/askyourpdf-docs/#3.-chat-endpoint)",
  type: "action",
  version: "0.0.2",
  props: {
    app,
    docId: {
      type: "string",
      label: "Document ID",
      description: "The ID of the document for the conversation.",
    },
    sender: {
      type: "string",
      label: "Sender",
      description: "The sender of the chat message. The sender should be `user`.",
      default: "user",
    },
    message: {
      type: "string",
      label: "Message",
      description: "The chat message content.",
    },
    stream: {
      type: "boolean",
      label: "Stream",
      description: "Flag for streaming. Default is false",
      optional: true,
      default: false,
    },
  },
  methods: {
    chatWithDocument({
      docId, ...args
    } = {}) {
      return this.app.post({
        path: `/chat/${docId}`,
        ...args,
      });
    },
  },
  run({ $: step }) {
    const {
      // eslint-disable-next-line no-unused-vars
      app,
      chatWithDocument,
      docId,
      sender,
      message,
      stream,
    } = this;

    return chatWithDocument({
      step,
      docId,
      data: [
        {
          sender,
          message,
        },
      ],
      params: {
        stream,
      },
      summary: (response) => `Successfully chatted with document at: \`${response.created || (new Date()).toISOString()}\``,
    });
  },
};

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
AskYourPDF	`app`	`app`	This component uses the AskYourPDF app.
Document ID	`docId`	`string`	The ID of the document for the conversation.
Sender	`sender`	`string`	The sender of the chat message. The sender should be `user`.
Message	`message`	`string`	The chat message content.
Stream	`stream`	`boolean`	Flag for streaming. Default is false

Chat With Document with AskYourPDF API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for AskYourPDF, 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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