Create Bookmark with Teamioo API on New or Updated Contact (Instant) from Zoho CRM API

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Trigger workflow on

New or Updated Contact (Instant) from the Zoho CRM API

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Create Bookmark with the Teamioo API

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Getting Started#

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

Select this integration
Configure the New or Updated Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Bookmark action
1. Connect your Teamioo account
2. Select a Event Type
3. Configure URL
4. Optional- Configure Title
5. Optional- Configure Comment
6. Optional- Select one or more Tagged Users
7. Optional- Select one or more Tags
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 or Updated Contact (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-or-updated-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-or-updated-contact",
  name: "New or Updated Contact (Instant)",
  description: "Emits an event each time a new contact is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
        crudOps.editOpData(),
      ];
    },
  },
};

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 Bookmark on Teamioo

Description:Saves a website URL to the bookmarks. The 'url' and 'bookmark_type' are required. 'bookmark_type' can either be 'personal' or 'group'. An optional prop 'title' can be included to give the bookmark a custom name. [See the documentation](https://demo.teamioo.com/teamiooapi)

Version:0.0.1

Key:teamioo-create-bookmark

View on GitHub

Teamioo Overview#

The Teamioo API provides a suite of tools to manage teamwork and project progression. With this API, you can automate your workflow, synchronize data across various platforms, and streamline project management tasks. On Pipedream, you can integrate Teamioo with other apps to create multi-step workflows, perform operations based on triggers, and manipulate data to fit your project management needs.

Action Code#

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

export default {
  key: "teamioo-create-bookmark",
  name: "Create Bookmark",
  description: "Saves a website URL to the bookmarks. The 'url' and 'bookmark_type' are required. 'bookmark_type' can either be 'personal' or 'group'. An optional prop 'title' can be included to give the bookmark a custom name. [See the documentation](https://demo.teamioo.com/teamiooapi)",
  version: "0.0.1",
  type: "action",
  props: {
    teamioo,
    bookmarkType: {
      type: "string",
      label: "Event Type",
      description: "The type of the bookmark, either 'personal' or 'group'",
      options: [
        "personal",
        "group",
      ],
      reloadProps: true,
    },
    url: {
      type: "string",
      label: "URL",
      description: "The URL to bookmark",
    },
    title: {
      type: "string",
      label: "Title",
      description: "Uses bookmared website's title if omitted.",
      optional: true,
    },
    comment: {
      type: "string",
      label: "Comment",
      description: "Bookmark comment (markdown supported).",
      optional: true,
    },
    taggedUsers: {
      propDefinition: [
        teamioo,
        "userId",
      ],
      type: "string[]",
      label: "Tagged Users",
      description: "Tagged users.",
      optional: true,
    },
    tags: {
      propDefinition: [
        teamioo,
        "tags",
      ],
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.bookmarkType === "group") {
      props.groupId = {
        type: "string",
        label: "Group ID",
        description: "The ID of the group.",
        options: async () => {
          const groups = await this.teamioo.listGroups();

          return groups.map(({
            displayName: label, _id: value,
          }) => ({
            label,
            value,
          }));
        },
      };
    }

    return props;
  },
  async run({ $ }) {
    const {
      teamioo,
      bookmarkType,
      groupId,
      ...data
    } = this;

    const response = await teamioo.createBookmark({
      $,
      data: {
        groupId: (bookmarkType === "personal")
          ? "personal"
          : groupId,
        ...data,
      },
    });

    $.export("$summary", `Successfully saved the bookmark with Id: ${response.newDocId}`);
    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
Teamioo	`teamioo`	`app`	This component uses the Teamioo app.
Event Type	`bookmarkType`	`string`	Select a value from the drop down menu:`personalgroup`
URL	`url`	`string`	The URL to bookmark
Title	`title`	`string`	Uses bookmared website's title if omitted.
Comment	`comment`	`string`	Bookmark comment (markdown supported).
Tagged Users	`taggedUsers`	`string[]`	Select a value from the drop down menu.
Tags	`tags`	`string[]`	Select a value from the drop down menu.

Create Bookmark with Teamioo API on New or Updated Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Teamioo, 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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