Create and Run Task with Skyvern API on New Contact (Instant) from Zoho CRM API

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New Contact (Instant) from the Zoho CRM API

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Create and Run Task with the Skyvern API

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Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create and Run Task action
1. Connect your Skyvern account
2. Configure URL
3. Optional- Configure Navigation Goal
4. Optional- Configure Data Extraction Goal
5. Optional- Configure Navigation Payload
6. Optional- Configure Webhook Callback URL
7. Optional- Configure Extracted Information Schema
8. Optional- Configure TOTP Verification URL
9. Optional- Configure TOTP Identifier
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 Contact (Instant) on Zoho CRM

Description:Emits an event each time a new contact is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-contact

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-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    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.

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 and Run Task on Skyvern

Description:Create a new task and run it instantly in Skyvern. Useful for one-off automations. [See the documentation](https://docs.skyvern.com/)

Version:0.0.1

Key:skyvern-create-run-task

View on GitHub

Action Code#

import { parseObject } from "../../common/utils.mjs";
import skyvern from "../../skyvern.app.mjs";

export default {
  key: "skyvern-create-run-task",
  name: "Create and Run Task",
  description: "Create a new task and run it instantly in Skyvern. Useful for one-off automations. [See the documentation](https://docs.skyvern.com/)",
  version: "0.0.1",
  type: "action",
  props: {
    skyvern,
    url: {
      type: "string",
      label: "URL",
      description: "It must be a http or https URL.",
    },
    navigationGoal: {
      type: "string",
      label: "Navigation Goal",
      description: "The prompt that tells the agent what the user-facing goal is. This is the guiding light for the LLM as it navigates a particular website / sitemap to achieve this specified goal.",
      optional: true,
    },
    dataExtractionGoal: {
      type: "string",
      label: "Data Extraction Goal",
      description: "The prompt that instructs the agent to extract information once the agent has achieved its **User Goal**.",
      optional: true,
    },
    navigationPayload: {
      type: "object",
      label: "Navigation Payload",
      description: "JSON-formatted payload with any \"facts\" or information that would help the agent perform its job. In the case of navigating an insurance quote, this payload would include any user information to help fill out the insurance flow such as date of birth, or age they got their license, and so on. This can include nested information, and the formatting isn't validated.",
      optional: true,
    },
    webhookCallbackUrl: {
      propDefinition: [
        skyvern,
        "webhookCallbackUrl",
      ],
      description: "The callback URL once our system is finished processing this async task.",
      optional: true,
    },
    extractedInformationSchema: {
      type: "object",
      label: "Extracted Information Schema",
      description: "Used to enforce a JSON schema spec to be enforced in the data_extraction_goal. Similar to [https://json-schema.org/](https://json-schema.org/) definition.",
      optional: true,
    },
    totpVerificationUrl: {
      type: "string",
      label: "TOTP Verification URL",
      description: "The URL of your TOTP endpoint. If this field is provided, Skyvern will call the URL to fetch the TOTP/2FA/MFA code when needed.",
      optional: true,
    },
    totpIdentifier: {
      type: "string",
      label: "TOTP Identifier",
      description: "The email address or the phone number which receives the TOTP/2FA/MFA code. If this field is provided, Skyvern will fetch the code that is pushed to [Skyvern's TOTP API](https://docs.skyvern.com/running-tasks/advanced-features#push-code-to-skyvern).",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.skyvern.createAndRunTask({
      $,
      data: {
        url: this.url,
        navigation_goal: this.navigationGoal,
        data_extraction_goal: this.dataExtractionGoal,
        navigation_payload: parseObject(this.navigationPayload),
        webhook_callback_url: this.webhookCallbackUrl,
        proxyLocation: "RESIDENTIAL",
        extracted_information_schema: parseObject(this.extractedInformationSchema),
        totp_verification_url: this.totpVerificationUrl,
        totp_identifier: this.totpIdentifier,
      },
    });
    $.export("$summary", `Created and ran task with ID ${response.task_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.

Label	Prop	Type	Description
Skyvern	`skyvern`	`app`	This component uses the Skyvern app.
URL	`url`	`string`	It must be a http or https URL.
Navigation Goal	`navigationGoal`	`string`	The prompt that tells the agent what the user-facing goal is. This is the guiding light for the LLM as it navigates a particular website / sitemap to achieve this specified goal.
Data Extraction Goal	`dataExtractionGoal`	`string`	The prompt that instructs the agent to extract information once the agent has achieved its User Goal.
Navigation Payload	`navigationPayload`	`object`	JSON-formatted payload with any "facts" or information that would help the agent perform its job. In the case of navigating an insurance quote, this payload would include any user information to help fill out the insurance flow such as date of birth, or age they got their license, and so on. This can include nested information, and the formatting isn't validated.
Webhook Callback URL	`webhookCallbackUrl`	`string`	The callback URL once our system is finished processing this async task.
Extracted Information Schema	`extractedInformationSchema`	`object`	Used to enforce a JSON schema spec to be enforced in the data_extraction_goal. Similar to https://json-schema.org/ definition.
TOTP Verification URL	`totpVerificationUrl`	`string`	The URL of your TOTP endpoint. If this field is provided, Skyvern will call the URL to fetch the TOTP/2FA/MFA code when needed.
TOTP Identifier	`totpIdentifier`	`string`	The email address or the phone number which receives the TOTP/2FA/MFA code. If this field is provided, Skyvern will fetch the code that is pushed to Skyvern's TOTP API.

Create and Run Task with Skyvern API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Skyvern, 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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