Create Box Sign Request with Box 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 Box Sign Request with the Box API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Box 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 Box Sign Request action
1. Connect your Box account
2. Configure Signers
3. Optional- Configure Request Name
4. Optional- Select a Parent Folder
5. Optional- Configure Email Subject
6. Optional- Configure Email Message
7. Optional- Configure Redirect URL
8. Optional- Configure Declined Redirect URL
9. Optional- Configure Additional Options
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.READZohoCRM.signals.ALL

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action#

Create Box Sign Request on Box

Description:Creates a signature request. This involves preparing a document for signing and sending the signature request to signers. [See the documentation](https://developer.box.com/reference/post-sign-requests/).

Version:0.0.3

Key:box-create-sign-request

View on GitHub

Box Overview#

The Box API offers a playground for enhancing content management and collaboration within your cloud storage. With Pipedream, you can orchestrate Box's functionality to automate document handling, streamline approval flows, sync files across apps, and trigger actions based on file events. Think of Pipedream as the glue that allows you to connect Box with your tech stack, triggering workflows with new file uploads, comments, or when sharing settings change, to enhance productivity and minimize manual labor.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../box.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  name: "Create Box Sign Request",
  description: "Creates a signature request. This involves preparing a document for signing and sending the signature request to signers. [See the documentation](https://developer.box.com/reference/post-sign-requests/).",
  key: "box-create-sign-request",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    signers: {
      type: "string[]",
      label: "Signers",
      description: "Array of signers for the signature request. Each signer should be a JSON object with at least an email property. [See the documentation](https://developer.box.com/reference/post-sign-requests/#param-signers) for more information. Example: `{\"email\": \"signer@example.com\", \"role\": \"signer\"}`",
    },
    name: {
      type: "string",
      label: "Request Name",
      description: "Name of the signature request",
      optional: true,
    },
    parentFolder: {
      propDefinition: [
        app,
        "parentId",
      ],
      label: "Parent Folder",
      description: "The destination folder to place final, signed document and signing log. Uses root folder (0) if not specified",
      optional: true,
    },
    emailSubject: {
      type: "string",
      label: "Email Subject",
      description: "Subject of sign request email. If not provided, a default subject will be used",
      optional: true,
    },
    emailMessage: {
      type: "string",
      label: "Email Message",
      description: "Message to include in sign request email. If not provided, a default message will be used",
      optional: true,
    },
    redirectUrl: {
      type: "string",
      label: "Redirect URL",
      description: "The URI that a signer will be redirected to after signing a document",
      optional: true,
    },
    declinedRedirectUrl: {
      type: "string",
      label: "Declined Redirect URL",
      description: "The URI that a signer will be redirected to after declining to sign a document",
      optional: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description: "Additional parameters to send in the request. See the [documentation](https://developer.box.com/reference/post-sign-requests/) for all available parameters. Values will be parsed as JSON where applicable",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      signers,
      name,
      parentFolder,
      emailSubject,
      emailMessage,
      redirectUrl,
      declinedRedirectUrl,
      additionalOptions,
    } = this;

    const parsedSigners = signers.map((signer) => {
      try {
        return typeof signer === "string"
          ? JSON.parse(signer)
          : signer;
      } catch (error) {
        throw new ConfigurationError(`Error parsing signer as JSON: ${error}`);
      }
    });

    const data = {
      signers: parsedSigners,
      name,
      email_subject: emailSubject,
      email_message: emailMessage,
      redirect_url: redirectUrl,
      declined_redirect_url: declinedRedirectUrl,
      ...(additionalOptions
        ? utils.parseObjectEntries(additionalOptions)
        : {}),
    };

    if (parentFolder) {
      data.parent_folder = {
        id: parentFolder,
        type: "folder",
      };
    }

    const response = await this.app.createSignRequest({
      $,
      data,
    });

    $.export("$summary", `Successfully created Box sign request (ID: ${response.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
Box	`app`	`app`	This component uses the Box app.
Signers	`signers`	`string[]`	Array of signers for the signature request. Each signer should be a JSON object with at least an email property. See the documentation for more information. Example: `{"email": "signer@example.com", "role": "signer"}`
Request Name	`name`	`string`	Name of the signature request
Parent Folder	`parentFolder`	`string`	Select a value from the drop down menu.
Email Subject	`emailSubject`	`string`	Subject of sign request email. If not provided, a default subject will be used
Email Message	`emailMessage`	`string`	Message to include in sign request email. If not provided, a default message will be used
Redirect URL	`redirectUrl`	`string`	The URI that a signer will be redirected to after signing a document
Declined Redirect URL	`declinedRedirectUrl`	`string`	The URI that a signer will be redirected to after declining to sign a document
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for all available parameters. Values will be parsed as JSON where applicable

Action Authentication#

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

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

Create Box Sign Request with Box API on New Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Box, Zoho CRM and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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