Create Incident with LinearB API on New User from Zoho CRM API

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New User from the Zoho CRM API

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Create Incident with the LinearB API

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Getting Started#

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

Select this integration
Configure the New User trigger
1. Connect your Zoho CRM account
2. Configure Polling Interval
3. Select a User Type
Configure the Create Incident action
1. Connect your LinearB account
2. Configure Provider ID
3. Configure HTTP URL
4. Configure Title
5. Configure Issued At
6. Optional- Configure Started At
7. Optional- Configure Ended At
8. Optional- Configure Git Ref
9. Optional- Configure Teams
10. Optional- Configure Services
11. Optional- Configure Repository URLs
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 User on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-user

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/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho API on this schedule
User Type	`userType`	`string`	Select a value from the drop down menu:`{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }`

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 Incident on LinearB

Description:Create a new incident within the LinearB platform. [See the documentation](https://docs.linearb.io/api-incidents/#create-incident)

Version:0.0.1

Key:linearb-create-incident

View on GitHub

LinearB Overview#

The LinearB API serves as a bridge between LinearB's project management insights and your preferred platforms, offering the ability to automate workflows, generate reports, and trigger actions based on project metrics. With Pipedream, these capabilities can be harnessed to create custom workflows that respond to events within LinearB, such as changes in project status or team performance metrics. The data can be pushed to various services, such as communication tools, databases, or other project management apps to enhance visibility and coordination across your team.

Action Code#

import app from "../../linearb.app.mjs";

export default {
  key: "linearb-create-incident",
  name: "Create Incident",
  description: "Create a new incident within the LinearB platform. [See the documentation](https://docs.linearb.io/api-incidents/#create-incident)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    providerId: {
      type: "string",
      label: "Provider ID",
      description: "The unique identifier of the incident in your incident management provider. Eg. `provider_internal_id1`",
    },
    httpUrl: {
      type: "string",
      label: "HTTP URL",
      description: "The URL of your incident management provider. The combination `http_url/provider_key` should open the incident in your PM provider. Eg. `http://myprovider.io/1`",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the incident",
    },
    issuedAt: {
      type: "string",
      label: "Issued At",
      description: "The specific time when the incident was logged and officially opened. (timestamp ISO 8601 format). Eg. `2019-09-26T07:58:30.996`",
    },
    startedAt: {
      type: "string",
      label: "Started At",
      description: "The specific time when work on the incident commenced. (timestamp ISO 8601 format). Eg. `2019-09-26T07:58:30.996`",
      optional: true,
    },
    endedAt: {
      type: "string",
      label: "Ended At",
      description: "The specific time when the incident was successfully resolved. (timestamp ISO 8601 format). Eg. `2019-09-26T07:58:30.996`",
      optional: true,
    },
    gitRef: {
      type: "string",
      label: "Git Ref",
      description: "The Git reference of the release responsible for causing this incident, Eg. commit short or long sha or tag name (Eg. commit short or long sha/tag name).",
      optional: true,
    },
    teams: {
      type: "string[]",
      label: "Teams",
      description: "The list of LinearB teams names related to this incident. (lowercase only)",
      optional: true,
    },
    services: {
      type: "string[]",
      label: "Services",
      description: "The list of LinearB services related to this incident.",
      optional: true,
    },
    repositoryUrls: {
      type: "string[]",
      label: "Repository URLs",
      description: "The list of repos urls related to this incident. Eg. `https://github.com/myorg/repo1.git`",
      optional: true,
    },
  },
  methods: {
    createIncident(args = {}) {
      return this.app.post({
        path: "/incidents",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createIncident,
      providerId,
      httpUrl,
      title,
      issuedAt,
      startedAt,
      endedAt,
      gitRef,
      teams,
      services,
      repositoryUrls,
    } = this;

    const response = await createIncident({
      $,
      data: {
        provider_id: providerId,
        http_url: httpUrl,
        title,
        issued_at: issuedAt,
        started_at: startedAt,
        ended_at: endedAt,
        git_ref: gitRef,
        teams,
        services,
        repository_urls: repositoryUrls,
      },
    });

    $.export("$summary", "Successfully created incident");
    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
LinearB	`app`	`app`	This component uses the LinearB app.
Provider ID	`providerId`	`string`	The unique identifier of the incident in your incident management provider. Eg. `provider_internal_id1`
HTTP URL	`httpUrl`	`string`	The URL of your incident management provider. The combination `http_url/provider_key` should open the incident in your PM provider. Eg. `http://myprovider.io/1`
Title	`title`	`string`	The title of the incident
Issued At	`issuedAt`	`string`	The specific time when the incident was logged and officially opened. (timestamp ISO 8601 format). Eg. `2019-09-26T07:58:30.996`
Started At	`startedAt`	`string`	The specific time when work on the incident commenced. (timestamp ISO 8601 format). Eg. `2019-09-26T07:58:30.996`
Ended At	`endedAt`	`string`	The specific time when the incident was successfully resolved. (timestamp ISO 8601 format). Eg. `2019-09-26T07:58:30.996`
Git Ref	`gitRef`	`string`	The Git reference of the release responsible for causing this incident, Eg. commit short or long sha or tag name (Eg. commit short or long sha/tag name).
Teams	`teams`	`string[]`	The list of LinearB teams names related to this incident. (lowercase only)
Services	`services`	`string[]`	The list of LinearB services related to this incident.
Repository URLs	`repositoryUrls`	`string[]`	The list of repos urls related to this incident. Eg. `https://github.com/myorg/repo1.git`

Create Incident with LinearB API on New User from Zoho CRM API

Pipedream makes it easy to connect APIs for LinearB, 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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