← Zoho Creator + Microsoft Power BI integrations

Create Dataset with Microsoft Power BI API on New or Updated Record from Zoho Creator API

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Trigger workflow on
New or Updated Record from the Zoho Creator API
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Create Dataset with the Microsoft Power BI API
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Getting Started

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

  1. Select this integration
  2. Configure the New or Updated Record trigger
    1. Connect your Zoho Creator account
    2. Configure Polling interval
    3. Select a Application
    4. Select a Report
  3. Configure the Create Dataset action
    1. Connect your Microsoft Power BI account
    2. Configure Name
    3. Configure Tables
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new or updated records in a report. The `Modified Time` field must be added as **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.
Version:0.0.3
Key:zoho_creator-new-or-updated-record

Zoho Creator Overview

Zoho Creator is a low-code platform that enables the building of custom applications tailored to business needs without extensive coding knowledge. Via its API, you can automate processes, manage data, and integrate with other services. Pipedream amplifies this capability by offering a serverless platform where events from various apps trigger workflows. You can use Zoho Creator’s API on Pipedream to create, read, update, and delete records, automate data flows, and link your custom apps with a myriad of other services for efficient, automated workflows.

Trigger Code

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

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-or-updated-record",
  description: toSingleLineString(`
    Emit new or updated records in a report. The \`Modified Time\` field must be added as
    **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in
    the dropdown below. See [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New or Updated Record",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Modified Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      const ts = Date.parse(record[constants.MODIFIED_TIME_FIELD]);
      return {
        id: `${record.ID}-${ts}`,
        summary: JSON.stringify(record),
        ts,
      };
    },
    validateRecord(record) {
      if (!record[constants.MODIFIED_TIME_FIELD]) {
        throw new ConfigurationError("Record is missing the \"Modified Time\" field. Add the \"Modified Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.MODIFIED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastModifiedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        modifiedTime: lastModifiedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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.
LabelPropTypeDescription
Zoho CreatorzohoCreatorappThis component uses the Zoho Creator app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

How often to poll the Zoho Creator API for resources

ApplicationappLinkNamestringSelect a value from the drop down menu.
ReportreportLinkNamestringSelect a value from the drop down menu.

Trigger Authentication

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

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator

Low-code platform

Action

Description:Creates a new Push Dataset in Power BI. [See the documentation](https://learn.microsoft.com/en-us/rest/api/power-bi/push-datasets/datasets-post-dataset)
Version:0.0.2
Key:microsoft_power_bi-create-dataset

Microsoft Power BI Overview

The Microsoft Power BI API allows you to interact with your Power BI assets programmatically. With this API, you can embed your reports and dashboards into applications, manage Power BI datasets, push data into datasets for real-time dashboard updates, and automate your reporting workflows. On Pipedream, you can use this API to create intricate workflows that react to various triggers, like webhooks or schedules, and perform actions like refreshing datasets, posting to datasets, and managing Power BI assets.

Action Code

import powerBi from "../../microsoft_power_bi.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "microsoft_power_bi-create-dataset",
  name: "Create Dataset",
  description: "Creates a new Push Dataset in Power BI. [See the documentation](https://learn.microsoft.com/en-us/rest/api/power-bi/push-datasets/datasets-post-dataset)",
  version: "0.0.2",
  type: "action",
  props: {
    powerBi,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the new dataset",
    },
    tables: {
      type: "string",
      label: "Tables",
      description: `An array of [Table](https://learn.microsoft.com/en-us/rest/api/power-bi/push-datasets/datasets-post-dataset#table) objects. Custom expression recommended.
      Example: [{
        "name": "Product",
        "columns": [
          {
            "name": "ProductID",
            "dataType": "Int64"
          },
          {
            "name": "Name",
            "dataType": "string"
          }
        ]
      }]`,
    },
  },
  async run({ $ }) {
    let tables = this.tables;
    if (!Array.isArray(tables)) {
      try {
        tables = JSON.parse(tables);
      } catch {
        throw new ConfigurationError("Could not parse Tables array.");
      }
    }
    const response = await this.powerBi.createDataset({
      data: {
        name: this.name,
        defaultMode: "Push",
        tables,
      },
      $,
    });

    $.export("$summary", `Successfully created new dataset "${this.name}".`);

    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.

LabelPropTypeDescription
Microsoft Power BIpowerBiappThis component uses the Microsoft Power BI app.
Namenamestring

Name of the new dataset

Tablestablesstring

An array of Table objects. Custom expression recommended.
Example: [{
"name": "Product",
"columns": [
{
"name": "ProductID",
"dataType": "Int64"
},
{
"name": "Name",
"dataType": "string"
}
]
}]

Action Authentication

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

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

offline_accesshttps://analysis.windows.net/powerbi/api/App.Read.Allhttps://analysis.windows.net/powerbi/api/Dashboard.Read.Allhttps://analysis.windows.net/powerbi/api/Workspace.Read.Allhttps://analysis.windows.net/powerbi/api/Dataset.ReadWrite.All

About Microsoft Power BI

Visualize any data and integrate the visuals into the apps you use every day with Power BI, a unified platform for self-service and business intelligence.

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