← Chargeblast + Zoho CRM integrations

Create Object with Zoho CRM API on New Alert in Chargeblast from Chargeblast API

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Trigger workflow on
New Alert in Chargeblast from the Chargeblast API
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Create Object with the Zoho CRM API
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Getting Started

This integration creates a workflow with a Chargeblast trigger and Zoho CRM 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 Alert in Chargeblast trigger
    1. Connect your Chargeblast account
    2. Configure timer
  3. Configure the Create Object action
    1. Connect your Zoho CRM account
    2. Select a Module
  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 event for each alert in Chargeblast. [See the documentation](https://docs.chargeblast.io/reference/getembedalerts)
Version:0.0.1
Key:chargeblast-new-alert

Chargeblast Overview

The Chargeblast API allows users to manage their SMS and email marketing campaigns directly through API calls. By integrating with the Chargeblast API on Pipedream, you can automate the process of creating, updating, and monitoring your marketing campaigns. Pipedream's serverless platform facilitates the creation of workflows that can respond in real-time to various triggers, such as incoming webhook data, scheduled times, or actions from other apps. With these capabilities, you can streamline your marketing operations, personalize your customer interactions, and execute complex sequences of tasks with ease.

Trigger Code

import app from "../../chargeblast.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "chargeblast-new-alert",
  name: "New Alert in Chargeblast",
  description: "Emit new event for each alert in Chargeblast. [See the documentation](https://docs.chargeblast.io/reference/getembedalerts)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    app,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    emitEvent(data) {
      this._setLastResourceId(data.id);

      this.$emit(data, {
        id: data.id,
        summary: `New alert with ID ${data.id}`,
        ts: Date.parse(data.createdAt),
      });
    },
    _setLastResourceId(id) {
      this.db.set("lastResourceId", id);
    },
    _getLastResourceId() {
      return this.db.get("lastResourceId");
    },
  },
  async run() {
    const lastResourceId = this._getLastResourceId();

    let page = 1;

    while (page >= 0) {
      const resources = await this.app.getAlerts({
        params: {
          page,
        },
      });

      resources.reverse().forEach(this.emitEvent);

      if (resources.filter((resource) => resource.id === lastResourceId)) {
        page = -1;
        return;
      }

      page++;
    }
  },
};

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
ChargeblastappappThis component uses the Chargeblast app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

Chargeblast uses API keys for authentication. When you connect your Chargeblast account, Pipedream securely stores the keys so you can easily authenticate to Chargeblast APIs in both code and no-code steps.

About Chargeblast

Chargeblast helps hypergrowth startups reduce chargeback rates by up to 99%.

Action

Description:Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)
Version:0.3.2
Key:zoho_crm-create-object

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.

Action Code

import common from "../common/common-objects.mjs";

export default {
  ...common,
  key: "zoho_crm-create-object",
  name: "Create Object",
  description: "Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)",
  version: "0.3.2",
  type: "action",
  async additionalProps() {
    const requiredProps = this.getRequiredProps(this.moduleType);
    const optionalProps = await this.getOptionalProps(this.moduleType);
    return {
      ...requiredProps,
      ...optionalProps,
      additionalData: {
        type: "object",
        label: "Additional Data",
        description: "Additional values for new object",
        optional: true,
      },
    };
  },
  async run({ $ }) {
    const {
      zohoCrm,
      moduleType,
      lastName,
      accountName,
      dealName,
      stage,
      subject,
      callType,
      callStartTime,
      callDuration,
      campaignName,
      additionalData,
      ...otherProps
    } = this;

    const object = zohoCrm.omitEmptyStringValues({
      Last_Name: lastName,
      Account_Name: accountName,
      Deal_Name: dealName,
      Stage: stage,
      Subject: subject,
      Call_Type: callType,
      Call_Start_Time: callStartTime,
      Call_Duration: callDuration,
      Campaign_Name: campaignName,
      ...otherProps,
      ...additionalData,
    });
    const objectData = {
      data: [
        object,
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);
    if (res.data[0].details.id) {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    }
    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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
ModulemoduleTypestringSelect a value from the drop down menu:LeadsAccountsContactsDealsCampaignsTasksCasesEventsCallsSolutionsProductsVendorsPrice_BooksQuotesSales_OrdersPurchase_OrdersInvoices

Action 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.

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