Create Event with UserSketch API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for UserSketch, Zoho CRM and 2,400+ other apps remarkably fast.

Trigger workflow on

New Lead (Instant) from the Zoho CRM API

Next, do this

Create Event with the UserSketch API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Event action
1. Connect your UserSketch account
2. Configure Email
3. Select a Event type
4. Optional- Configure Date
5. Configure Link
6. Configure Message
7. Configure Subject
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 Lead (Instant) on Zoho CRM

Description:Emits an event each time a new lead is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-lead

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-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    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.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 Event on UserSketch

Description:Create an event. [See the documentation](https://usersketch.readme.io/reference/post_api-customer-event-create)

Version:0.0.11

Key:usersketch-create-event

View on GitHub

UserSketch Overview#

The UserSketch API lets you pull user details like names, emails, locations, and job titles, to create realistic user personas for your apps or services. Integrating the UserSketch API with Pipedream unlocks the potential to automate the creation of these personas, enrich CRM data, or enhance user testing with minimal effort. Pipedream's serverless platform facilitates the creation of complex workflows, connecting UserSketch with a vast array of other apps and services to streamline your processes.

Action Code#

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

export default {
  name: "Create Event",
  version: "0.0.11",
  key: "usersketch-create-event",
  description: "Create an event. [See the documentation](https://usersketch.readme.io/reference/post_api-customer-event-create)",
  type: "action",
  props: {
    app,
    email: {
      type: "string",
      label: "Email",
      description: "Email of the user",
    },
    eventType: {
      type: "string",
      label: "Event type",
      description: "Type of the event",
      options: constants.EVENT_TYPES,
    },
    date: {
      type: "string",
      label: "Date",
      description: "The time when the event occurred. Can be in Unix timestamp or ISO8601 format, for example, `2023-12-08T10:00:00+07:00`",
      optional: true,
    },
    link: {
      type: "string",
      label: "Link",
      description: "The link to the event",
    },
    message: {
      type: "string",
      label: "Message",
      description: "The note or email's HTML or text body",
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The subject of the email",
    },
  },
  async run({ $ }) {
    const date = !this.date
      ? Math.floor(Date.now() / 1000)
      : Math.floor((new Date(this.date.length === 10
        ? +this.date * 1000
        : this.date)).getTime() / 1000);

    const response = await this.app.createEvent({
      $,
      data: {
        customerData: {
          email: this.email,
        },
        eventData: {
          eventType: this.eventType,
          date,
          link: this.link,
          message: this.message,
          subject: this.subject,
        },
      },
    });

    if (response.success) {
      $.export("$summary", "Successfully created event");
    }

    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
UserSketch	`app`	`app`	This component uses the UserSketch app.
Email	`email`	`string`	Email of the user
Event type	`eventType`	`string`	Select a value from the drop down menu:`{ "label": "Email", "value": "email" }{ "label": "Chat", "value": "chat" }{ "label": "Phone call", "value": "phone_call" }{ "label": "SMS", "value": "sms" }{ "label": "Payment information", "value": "payment_information" }{ "label": "Note", "value": "note" }`
Date	`date`	`string`	The time when the event occurred. Can be in Unix timestamp or ISO8601 format, for example, `2023-12-08T10:00:00+07:00`
Link	`link`	`string`	The link to the event
Message	`message`	`string`	The note or email's HTML or text body
Subject	`subject`	`string`	The subject of the email

Create Event with UserSketch API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for UserSketch, Zoho CRM and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular