← Zoho CRM + Wachete integrations

Create Monitor with Wachete 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 Monitor with the Wachete API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Wachete 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 Event (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select one or more Events
  3. Configure the Create Monitor action
    1. Connect your Wachete account
    2. Configure Name
    3. Configure URL
    4. Select a Job Type
    5. Optional- Configure Notification Endpoint
    6. Optional- Configure Notification Email
  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 custom events from Zoho CRM
Version:0.0.15
Key:zoho_crm-new-event

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.
LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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.

Eventseventsstring[]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

Description:Creates a new monitor for a specific website or web page. [See the documentation(https://api.wachete.com/swagger/ui/index/index.html)
Version:0.0.1
Key:wachete-create-monitor

Wachete Overview

The Wachete API lets you track changes in web content and get notified when updates happen. This is handy for monitoring websites for new content, price changes, or availability of products, without manually checking the sites. Using Pipedream, you can integrate Wachete with other apps to automate reactions to these updates. Think about monitoring your competitors’ sites, keeping tabs on industry news, or even watching for job postings. With Wachete on Pipedream, these tasks become set-and-forget operations.

Action Code

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

export default {
  key: "wachete-create-monitor",
  name: "Create Monitor",
  description: "Creates a new monitor for a specific website or web page. [See the documentation(https://api.wachete.com/swagger/ui/index/index.html)",
  version: "0.0.1",
  type: "action",
  props: {
    wachete,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the new Wachet",
    },
    url: {
      type: "string",
      label: "URL",
      description: "The URL to watch",
    },
    jobType: {
      type: "string",
      label: "Job Type",
      description: "Type of monitoring job. \"SinglePage\" watches a single URL, while \"Portal\" can be used for crawling",
      options: [
        "SinglePage",
        "Portal",
      ],
      reloadProps: true,
    },
    notificationEndpoint: {
      type: "string",
      label: "Notification Endpoint",
      description: "URL to receive webhook notifications",
      optional: true,
    },
    notificationEmail: {
      type: "string",
      label: "Notification Email",
      description: "Email address to receive notifications at",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.jobType === "Portal") {
      props.crawlingDepth = {
        type: "integer",
        label: "Crawling Depth",
        description: "How deep to crawl. Must be between 1 - 3",
        default: 2,
      };
    }
    return props;
  },
  async run({ $ }) {
    const notificationEndpoints = [];
    if (this.notificationEndpoint) {
      notificationEndpoints.push({
        type: "Webhook",
        value: this.notificationEndpoint,
      });
    }
    if (this.notificationEmail) {
      notificationEndpoints.push({
        type: "Email",
        value: this.notificationEmail,
      });
    }
    const response = await this.wachete.createOrUpdateMonitor({
      $,
      data: {
        name: this.name,
        url: this.url,
        notificationEndpoints,
        jobType: this.jobType,
        crawlingDepth: this.crawlingDepth,
        alerts: [
          {
            type: "Error",
          },
          {
            type: "NotEq",
          },
        ],
      },
    });

    $.export("$summary", `Successfully created Wachet with ID ${response.id}`);
    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
WachetewacheteappThis component uses the Wachete app.
Namenamestring

Name of the new Wachet

URLurlstring

The URL to watch

Job TypejobTypestringSelect a value from the drop down menu:SinglePagePortal
Notification EndpointnotificationEndpointstring

URL to receive webhook notifications

Notification EmailnotificationEmailstring

Email address to receive notifications at

Action Authentication

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

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

About Wachete

Track and monitor any changes on the web.

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