Create Document with Siteleaf 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 with the Siteleaf API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Siteleaf 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 action
1. Connect your Siteleaf account
2. Select a Site Id
3. Select a Collection Path
4. Configure Title
5. Optional- Configure Body
6. Optional- Configure Path
7. Optional- Configure Permalink
8. Optional- Configure Date
9. Optional- Select a Visibility
10. Optional- Configure Metadata
11. Optional- Configure Tags
12. Optional- Configure Categories
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 on Siteleaf

Description:Create a new document. [See the docs here](https://learn.siteleaf.com/api/documents/#create-a-document)

Version:0.0.1

Key:siteleaf-create-document

View on GitHub

Siteleaf Overview#

The Siteleaf API facilitates content management by enabling programmatic interactions with your Siteleaf site. Via the API, you can automate content creation, updates, and retrieval, making it possible to keep your website current without manual intervention. It's designed for developers who need to streamline their content operations or integrate their Siteleaf content with other tools and services.

Action Code#

import app from "../../siteleaf.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Create Document",
  description: "Create a new document. [See the docs here](https://learn.siteleaf.com/api/documents/#create-a-document)",
  key: "siteleaf-create-document",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    siteId: {
      propDefinition: [
        app,
        "siteId",
      ],
      description: "The site to create the document on",
    },
    collectionPath: {
      propDefinition: [
        app,
        "collectionPath",
        ({ siteId }) => ({
          siteId,
        }),
      ],
      description: "The collection to create the document on",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the document",
    },
    body: {
      type: "string",
      label: "Body",
      description: "The body of the document",
      optional: true,
    },
    path: {
      type: "string",
      label: "Path",
      description: "Path of the document relative to its collection",
      optional: true,
    },
    permalink: {
      type: "string",
      label: "Permalink",
      description: "Custom permalink, overrides the generated `url`",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "[ISO8601](https://www.iso.org/iso-8601-date-and-time-format.html) formatted date",
      optional: true,
    },
    visibility: {
      type: "string",
      label: "Visibility",
      description: "Valid options are `visible` and `hidden`, defaults to `visible`",
      options: constants.VISIBILITY_OPTIONS,
      optional: true,
    },
    metadata: {
      type: "object",
      label: "Metadata",
      description: "Arbitrary key/value pairs",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "Tags for the document",
      optional: true,
    },
    categories: {
      type: "string[]",
      label: "Categories",
      description: "Categories for the document",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      title: this.title,
      body: this.body,
      path: this.path,
      permalink: this.permalink,
      date: this.date,
      visibility: this.visibility,
      metadata: this.metadata,
      tags: this.tags,
      categories: this.categories,
    };
    const res = await this.app.createDocument(this.siteId, this.collectionPath, data);
    $.export("$summary", "Document successfully created");
    return res;
  },
};

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
Siteleaf	`app`	`app`	This component uses the Siteleaf app.
Site Id	`siteId`	`string`	Select a value from the drop down menu.
Collection Path	`collectionPath`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	The title of the document
Body	`body`	`string`	The body of the document
Path	`path`	`string`	Path of the document relative to its collection
Permalink	`permalink`	`string`	Custom permalink, overrides the generated `url`
Date	`date`	`string`	ISO8601 formatted date
Visibility	`visibility`	`string`	Select a value from the drop down menu:`hiddenvisible`
Metadata	`metadata`	`object`	Arbitrary key/value pairs
Tags	`tags`	`string[]`	Tags for the document
Categories	`categories`	`string[]`	Categories for the document

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

Pipedream makes it easy to connect APIs for Siteleaf, 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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