Create Document Attachment with PandaDoc API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Create Document Attachment with the PandaDoc API

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Getting Started#

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

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create Document Attachment action
1. Connect your PandaDoc account
2. Select a Document Id
3. Configure File
4. Configure File Name
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 Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.
Events	`events`	`string[]`	Select a value from the drop down menu.

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 Document Attachment on PandaDoc

Description:Adds an attachment to a document. [See the documentation here](https://developers.pandadoc.com/reference/create-document-attachment)

Version:0.0.7

Key:pandadoc-create-document-attachment

View on GitHub

PandaDoc Overview#

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Action Code#

import app from "../../pandadoc.app.mjs";
import { ConfigurationError } from "@pipedream/platform";
import fs from "fs";
import path from "path";
import FormData from "form-data";

export default {
  key: "pandadoc-create-document-attachment",
  name: "Create Document Attachment",
  description: "Adds an attachment to a document. [See the documentation here](https://developers.pandadoc.com/reference/create-document-attachment)",
  type: "action",
  version: "0.0.7",
  props: {
    app,
    documentId: {
      propDefinition: [
        app,
        "documentId",
      ],
    },
    file: {
      propDefinition: [
        app,
        "file",
      ],
    },
    fileName: {
      type: "string",
      label: "File Name",
      description: "A name you want to set for a file in the system",
    },
  },
  methods: {
    isValidFile(filePath) {
      const filePathWithTmp = `/tmp/${filePath}`;
      if (fs.existsSync(filePathWithTmp)) {
        return filePathWithTmp;
      } else if (fs.existsSync(filePath)) {
        return filePath;
      }
      return false;
    },
    getFileStream(filePath) {
      return fs.createReadStream(filePath);
    },
    getFileMeta(filePath) {
      const stats = fs.statSync(filePath);
      return {
        name: path.basename(filePath),
        size: stats.size,
      };
    },
    getFormData(file, fileName) {
      const fileValidation = this.isValidFile(file);
      if (!fileValidation) {
        throw new ConfigurationError("`file` must be a valid file path!");
      }

      const fileMeta = this.getFileMeta(fileValidation);
      const fileContent = this.getFileStream(fileValidation);
      const data = new FormData();
      if (fileName) data.append("name", fileName);
      data.append("file", fileContent, {
        knownLength: fileMeta.size,
      });

      return data;
    },
  },
  async run({ $ }) {
    const {
      documentId,
      file,
      fileName,
    } = this;

    const data = this.getFormData(file, fileName);

    const response = await this.app.createDocumentAttachments({
      $,
      documentId,
      data,
      headers: {
        "Content-Type": `multipart/form-data; boundary=${data._boundary}`,
      },
    });

    $.export("$summary", `Successfully created document attachment with ID: ${response.uuid}`);
    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
PandaDoc	`app`	`app`	This component uses the PandaDoc app.
Document Id	`documentId`	`string`	Select a value from the drop down menu.
File	`file`	`string`	The file to upload from the `/tmp` folder. See the docs here on how to upload a file to `/tmp`.
File Name	`fileName`	`string`	A name you want to set for a file in the system

Action Authentication#

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

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

read+write

Create Document Attachment with PandaDoc API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for PandaDoc, 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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