Create Article with Zoho SalesIQ API on Person Updated (Instant) from Pipedrive API

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Person Updated (Instant) from the Pipedrive API

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Create Article with the Zoho SalesIQ API

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Getting Started#

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

Select this integration
Configure the Person Updated (Instant) trigger
1. Connect your Pipedrive account
Configure the Create Article action
1. Connect your Zoho SalesIQ account
2. Select a Screen Name
3. Select a Department
4. Select a Category
5. Configure Title
6. Configure Content
7. Configure Published
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#

Person Updated (Instant) on Pipedrive

Description:Emit new event when a person is updated.

Version:0.1.5

Key:pipedrive-updated-person-instant

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code#

import { parseData } from "../../common/utils.mjs";
import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "pipedrive-updated-person-instant",
  name: "Person Updated (Instant)",
  description: "Emit new event when a person is updated.",
  version: "0.1.5",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getExtraData() {
      return {
        event_action: "change",
        event_object: "person",
      };
    },
    getSummary(body) {
      return `Person successfully updated: ${body.data.id}`;
    },
    async parseData(body) {
      return await parseData({
        fn: this.pipedrive.getPersonCustomFields,
        body,
      });
    },
  },
  sampleEmit,
};

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
Pipedrive	`pipedrive`	`app`	This component uses the Pipedrive app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

Pipedrive uses OAuth authentication. When you connect your Pipedrive account, Pipedream will open a popup window where you can sign into Pipedrive and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pipedrive API.

Pipedream requests the following authorization scopes when you connect your account:

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action#

Create Article on Zoho SalesIQ

Description:Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)

Version:0.0.1

Key:zoho_salesiq-create-article

View on GitHub

Zoho SalesIQ Overview#

The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.

Action Code#

import zohoSalesIQ from "../../zoho_salesiq.app.mjs";

export default {
  key: "zoho_salesiq-create-article",
  name: "Create Article",
  description: "Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)",
  type: "action",
  version: "0.0.1",
  props: {
    zohoSalesIQ,
    screenName: {
      propDefinition: [
        zohoSalesIQ,
        "screenName",
      ],
    },
    departmentId: {
      propDefinition: [
        zohoSalesIQ,
        "departmentId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        zohoSalesIQ,
        "articleCategoryId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the article",
    },
    content: {
      type: "string",
      label: "Content",
      description: "The HTML content available in the article",
    },
    published: {
      type: "boolean",
      label: "Published",
      description: "Specify the publishing status of the article",
    },
  },
  async run({ $ }) {
    const { data } = await this.zohoSalesIQ.createArticle({
      screenName: this.screenName,
      data: {
        category_id: this.categoryId,
        title: this.title,
        content: this.content,
        department_id: this.departmentId,
        published: this.published,
      },
      $,
    });

    $.export("$summary", `Successfully created article with ID ${data.id}.`);

    return data;
  },
};

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
Zoho SalesIQ	`zohoSalesIQ`	`app`	This component uses the Zoho SalesIQ app.
Screen Name	`screenName`	`string`	Select a value from the drop down menu.
Department	`departmentId`	`string`	Select a value from the drop down menu.
Category	`categoryId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	The title of the article
Content	`content`	`string`	The HTML content available in the article
Published	`published`	`boolean`	Specify the publishing status of the article

Action Authentication#

Zoho SalesIQ uses OAuth authentication. When you connect your Zoho SalesIQ account, Pipedream will open a popup window where you can sign into Zoho SalesIQ 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 SalesIQ API.

Pipedream requests the following authorization scopes when you connect your account:

SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ

About Zoho SalesIQ#

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

More Ways to Connect Zoho SalesIQ + Pipedrive#

Other Popular Integrations#

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Create Article with Zoho SalesIQ API on Person Updated (Instant) from Pipedrive API

Pipedream makes it easy to connect APIs for Zoho SalesIQ, Pipedrive and 2,800+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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