Create a New Project with an optional task with DeskTime 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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Create a New Project with an optional task with the DeskTime API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and DeskTime 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 Create a New Project with an optional task action
1. Connect your DeskTime account
2. Configure Project Name
3. Optional- Configure Task Name
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#

Create a New Project with an optional task on DeskTime

Description:Create a new project with an optional task in DeskTime. [See the documentation](https://desktime.com/app/settings/api?tab=project)

Version:0.0.1

Key:desktime-create-project

View on GitHub

DeskTime Overview#

The DeskTime API enables you to hook into vital data concerning productivity tracking, employee attendance, and project management. Integrating this API with Pipedream allows you to automate workflows, synchronize productivity data with other tools, and trigger actions based on team performance metrics. For instance, you can set up a system that notifies a project manager when an employee logs overtime or integrates time tracking data with payroll software.

Action Code#

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

export default {
  key: "desktime-create-project",
  name: "Create a New Project with an optional task",
  description: "Create a new project with an optional task in DeskTime. [See the documentation](https://desktime.com/app/settings/api?tab=project)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    project: {
      propDefinition: [
        app,
        "project",
      ],
    },
    task: {
      propDefinition: [
        app,
        "task",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.app.createProject({
      $,
      params: {
        project: this.project,
        task: this.task,
      },
    });

    $.export("$summary", `Successfully created project '${this.project}'`);

    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
DeskTime	`app`	`app`	This component uses the DeskTime app.
Project Name	`project`	`string`	The name of the project
Task Name	`task`	`string`	The name of the task

Create a New Project with an optional task with DeskTime API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for DeskTime, 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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