← SFTP (key-based auth) + Zoho CRM integrations

Convert Lead with Zoho CRM API on New Remote Directory Watcher from SFTP (key-based auth) API

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New Remote Directory Watcher from the SFTP (key-based auth) API
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Convert Lead with the Zoho CRM API
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Getting Started

This integration creates a workflow with a SFTP (key-based auth) trigger and Zoho CRM 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 Remote Directory Watcher trigger
    1. Connect your SFTP (key-based auth) account
    2. Configure timer
    3. Configure Root directory
    4. Configure Maximum watcher depth
  3. Configure the Convert Lead action
    1. Connect your Zoho CRM account
    2. Select a Lead
    3. Optional- Select a Account
    4. Optional- Select a Contact
    5. Optional- Select a User
  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 events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)
Version:0.1.1
Key:sftp-watch-remote-directory

SFTP (key-based auth) Overview

The SFTP (key-based auth) app on Pipedream allows you to securely transfer and manage files over a network. It uses SSH for data transfer and provides the same level of security as SSH, without requiring password authentication, making automation workflows more secure and less prone to human error. You can automate file uploads, downloads, synchronization tasks, and efficiently manage your remote files in a serverless environment. Integrating this with other Pipedream-supported apps enables you to craft powerful and secure data flow systems.

Trigger Code

import { createHash } from "crypto";
import app from "../../sftp.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "sftp-watch-remote-directory",
  name: "New Remote Directory Watcher",
  description: "Emit new events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)",
  version: "0.1.1",
  type: "source",
  dedupe: "unique",
  props: {
    app,
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
    rootDirectory: {
      label: "Root directory",
      description: "Root directory to be watched. example: `/public`",
      type: "string",
      default: "/",
    },
    maxDepth: {
      label: "Maximum watcher depth",
      description: "Watch all subdirectories within of the root directory, considering the selected maximum depth.",
      type: "integer",
      min: 0,
    },
  },
  methods: {
    setFiles(files) {
      this.db.set("files", files);
    },
    getFiles() {
      return this.db.get("files") || [];
    },
    getChangesWithEvent(currentFiles, previousFiles) {
      const fileChanges = [];
      // deleted file detection;
      for (const prvFile of previousFiles) {
        const file = currentFiles.find((p) => p.path === prvFile.path);
        if (!file) {
          fileChanges.push({
            ...prvFile,
            event: "deleted",
          });
        }
      }
      // created, updated file detection;
      for (const file of currentFiles) {
        const prvFile = previousFiles.find((p) => p.path === file.path);
        if (prvFile) {
          // unchanged files (checking size and last update time)
          if (prvFile.size === file.size && prvFile.modifyTime === file.modifyTime) {
            continue;
          }
          // file has changed
          fileChanges.push({
            ...file,
            event: "updated",
          });
        } else {
          // new file detection
          fileChanges.push({
            ...file,
            event: "created",
          });
        }
      }
      return fileChanges;
    },
    async listDirectories(sftp, parent, currDepth) {
      const files = await sftp.list(parent);
      return files.filter((file) => file.type === "d")
        .map((directory) => ({
          ...directory,
          parent,
          path: `${parent}/${directory.name}`,
          depth: currDepth,
        }));
    },
    async listDirectoriesDeep(sftp, parent, maxDepth, currDepth) {
      if (currDepth > maxDepth) {
        return [];
      }
      const nextDepth = currDepth + 1;
      const rootDirectories = await this.listDirectories(sftp, parent, currDepth);
      const childrenDirectories = [];
      for (const item of rootDirectories) {
        const path = `${parent}/${item.name}`;
        const directories = await this.listDirectoriesDeep(sftp, path, maxDepth, nextDepth);
        childrenDirectories.push(...directories);
      }
      rootDirectories.push(...childrenDirectories);
      return rootDirectories;
    },
    async listAllFilesFromDirectories(sftp, directories) {
      const allFiles = [];
      for (const directory of directories) {
        const listingResult = await sftp.list(directory.path);
        const files = listingResult.filter((file) => file.type !== "d")
          .map((file) => ({
            ...file,
            directory: directory.path,
            path: `${directory.path}/${file.name}`,
            depth: directory.depth || 0,
          }));
        allFiles.push(...files);
      }
      return allFiles;
    },
    validateRootDirectory(rootDirectory) {
      if (!rootDirectory) {
        throw new Error("Must provide root directory");
      }
      if (!rootDirectory.startsWith("/")) {
        throw new Error("The root directory must to be the absolute path and start with a slash, such as: '/public'");
      }
    },
    getEventId(event) {
      return createHash("md5")
        .update(event.path + event.modifyTime)
        .digest("hex");
    },
    emitEvents(events) {
      // sort events by modification time in ascending order
      events.sort((a, b) => a.modifyTime - b.modifyTime);
      for (const fileChangeEvent of events) {
        this.$emit(fileChangeEvent, {
          id: this.getEventId(fileChangeEvent),
          summary: `${fileChangeEvent.event} ${fileChangeEvent.path}`,
          ts: new Date(fileChangeEvent.modifyTime),
        });
      }
    },
  },
  async run() {
    this.validateRootDirectory(this.rootDirectory);

    const sftp = await this.app.connect();

    let directories = [
      {
        path: this.rootDirectory,
      },
    ];
    directories = directories.concat(
      await this.listDirectoriesDeep(sftp, this.rootDirectory, this.maxDepth, 0),
    );

    const currentFiles = await this.listAllFilesFromDirectories(sftp, directories);
    const previousFiles = this.getFiles();
    const filesChangesWithEvent = this.getChangesWithEvent(currentFiles, previousFiles);
    this.emitEvents(filesChangesWithEvent);

    this.setFiles(currentFiles);
    await this.app.disconnect(sftp);
  },
};

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
SFTP (key-based auth)appappThis component uses the SFTP (key-based auth) app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Root directoryrootDirectorystring

Root directory to be watched. example: /public

Maximum watcher depthmaxDepthinteger

Watch all subdirectories within of the root directory, considering the selected maximum depth.

Trigger Authentication

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

This app holds details for an SFTP server you want to interact with in Pipedream.

Below, enter the hostname of the server you'd like to connect to, your username, and the private key you'd like to use to connect.

This app only supports key pair authentication, not authentication via password. If you need to use a username / password to connect to a host, please use the SFTP (password-based auth) app, instead.

About SFTP (key-based auth)

Interact with an SFTP (SSH File Transfer Protocol) Server using a private key for auth

Action

Description:Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)
Version:0.1.1
Key:zoho_crm-convert-lead

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.

Action Code

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-convert-lead",
  name: "Convert Lead",
  description: "Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)",
  version: "0.1.1",
  type: "action",
  props: {
    zohoCrm,
    lead: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Leads",
        }),
      ],
      label: "Lead",
      description: "Unique identifier of the lead record to be converted",
    },
    account: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Accounts",
        }),
      ],
      label: "Account",
      description: "Use this key to associate an account with the lead being converted. Pass the unique and valid account ID.",
      optional: true,
    },
    contact: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Contacts",
        }),
      ],
      label: "Contact",
      description: "Use this key to associate a contact with the lead being converted. Pass the unique and valid contact ID.",
      optional: true,
    },
    user: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "users?type=ActiveUsers",
        }),
      ],
      label: "User",
      description: "Use this key to assign record owner for the new contact and account. Pass the unique and valid user ID.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      lead,
      account,
      contact,
      user,
    } = this;
    const data = {
      data: [
        this.zohoCrm.omitEmptyStringValues({
          Accounts: account,
          Contacts: contact,
          assign_to: user,
        }),
      ],
    };
    const res = await this.zohoCrm.convertLead(lead, data, $);
    $.export("$summary", "Successfully converted lead");
    return res;
  },
};

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
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
LeadleadstringSelect a value from the drop down menu.
AccountaccountstringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
UseruserstringSelect a value from the drop down menu.

Action 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.

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