Create Object with Zoho CRM API on New Message in Channel from Discord Bot API

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New Message in Channel from the Discord Bot 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 Discord Bot trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Message in Channel trigger
1. Connect your Discord Bot account
2. Select a Guild
3. Select one or more Channels
4. Optional- Configure Emit messages as a single event
5. Configure timer
Configure the Create Object action
1. Connect your Zoho CRM account
2. Select a Module
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 Message in Channel on Discord Bot

Description:Emit new event for each message posted to one or more channels

Version:0.0.12

Key:discord_bot-new-message-in-channel

View on GitHub

Discord Bot Overview#

The Pipedream Discord app enables you to build event-driven workflows that interact with the Discord API. When you authorize the Pipedream app's access to your guilds, you can use Pipedream workflows to perform common Discord actions, or write your own code against the Discord API.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.12",
  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
};

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
Discord Bot	`discord`	`app`	This component uses the Discord Bot app.
Guild	`guildId`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Channels	`channels`	`string[]`	Select a value from the drop down menu.
Emit messages as a single event	`emitEventsInBatch`	`boolean`	If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream
	`timer`	`$.interface.timer`

Trigger Authentication#

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.

If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot#

Use this app to interact with the Discord API using a bot in your account

Action#

Create Object on Zoho CRM

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

Version:0.3.0

Key:zoho_crm-create-object

View on GitHub

Zoho CRM Overview#

Zoho CRM API is a powerful and versatile tool to create business applications.
It provides an easy to use platform for developers to create customer-facing
applications for businesses of all sizes. With the Zoho CRM API, developers can
create applications for sales, marketing, customer support, and even financial
data management.

The Zoho CRM API provides access to a comprehensive set of features that allow
developers to build efficient, reliable and intuitive business solutions. These
features include:

Customer Relationship Management (CRM)
Automation Tools
Reporting and Analytics
Customization and Deployment

Here are some examples of what developers can build using the Zoho CRM API:

Automate customer interactions and manage customer relationship workflows
Send targeted emails based on customer segmentation or customer behavior
Leverage the reporting and analytics capabilities of the Zoho CRM to gain
insights into customer data
Create dynamic dashboards and reports to better understand customer
engagement and performance
Develop customer relationship management apps to capture customer information
and interact with customers
Integrate the Zoho CRM with external applications and services to build
comprehensive customer-facing applications.

Getting Started

First, sign up for Pipedream at https://pipedream.com.
Create a new workflow.
Select a trigger for your workflow (for example, HTTP or Cron).
Add a new step and search for "Zoho CRM". This will display actions associated with the Zoho CRM app. You can choose to either "Run Node.js code with Zoho CRM" or select one of the prebuilt actions for performing common API operations.
Once you've added a step, press the Connect Zoho CRM button near the top. If this is your first time authorizing Pipedream's access to your Zoho CRM account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho CRM account via Pipedream, pressing Connect Zoho CRM will list any existing accounts you've linked.

Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.

Action Code#

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-create-object",
  name: "Create Object",
  description: "Create a new object/module entry. [See the docs here](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    let props = {};
    if (this.module === "Leads" || this.module === "Contacts") {
      props = {
        firstName: {
          type: "string",
          label: "First Name",
          description: `First Name of new ${(this.module === "Leads")
            ? "lead"
            : "contact"}`,
          optional: true,
        },
        lastName: {
          type: "string",
          label: "Last Name",
          description: `Last Name of new ${(this.module === "Leads")
            ? "lead"
            : "contact"}`,
        },
        email: {
          type: "string",
          label: "Email Address",
          description: `Email Address of new ${(this.module === "Leads")
            ? "lead"
            : "contact"}`,
          optional: true,
        },
      };
    }
    if (this.module === "Accounts") {
      props = {
        accountName: {
          type: "string",
          label: "Account Name",
          description: "Name of new account",
        },
      };
    }
    if (this.module === "Deals") {
      props = {
        dealName: {
          type: "string",
          label: "Deal Name",
          description: "Name of the new Deal",
        },
        stage: {
          type: "string",
          label: "Stage",
          description: "The stage of the new Deal",
          options: [
            "Qualification",
            "Needs Analysis",
            "Value Proposition",
            "Identify Decision Makers",
            "Proposal/Price Quote",
            "Negotiation/Review",
            "Closed Won",
            "Closed Lost",
            "Closed-Lost to Competition",
          ],
        },
      };
    }
    if (this.module === "Tasks") {
      props = {
        subject: {
          type: "string",
          label: "Subject",
          description: "Subject of new task",
        },
      };
    }
    if (this.module === "Calls") {
      props = {
        subject: {
          type: "string",
          label: "Subject",
          description: "Subject of new call",
        },
        callType: {
          type: "string",
          label: "Call Type",
          description: "Whether the call is inbound or outbound",
          options: [
            "inbound",
            "outbound",
          ],
        },
        callStartTime: {
          type: "string",
          label: "Call Start Time",
          description: "The date and time (in ISO8601 format) at which the call starts",
        },
        callDuration: {
          type: "string",
          label: "Call Duration",
          description: "The duration of the call in mm:ss format",
        },
      };
    }
    if (this.module === "Campaigns") {
      props = {
        campaignName: {
          type: "string",
          label: "Campaign Name",
          description: "Name of the new campaign",
        },
      };
    }
    props = {
      ...props,
      additionalData: {
        type: "object",
        label: "Additional Data",
        description: "Additional values for new object",
        optional: true,
      },
    };
    return props;
  },
  async run({ $ }) {
    const object = this.zohoCrm.omitEmptyStringValues({
      First_Name: this.firstName,
      Last_Name: this.lastName,
      Email: this.email,
      Account_Name: this.accountName,
      Deal_Name: this.dealName,
      Stage: this.stage,
      Subject: this.subject,
      Call_Type: this.callType,
      Call_Start_Time: this.callStartTime,
      Call_Duration: this.callDuration,
      Campaign_Name: this.campaignName,
      ...this.additionalData,
    });
    const objectData = {
      data: [
        object,
      ],
    };
    const res = await this.zohoCrm.createObject(this.module, objectData, $);
    $.export("$summary", "Successfully created new object");
    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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`module`	`string`	Select a value from the drop down menu.

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

Create Object with Zoho CRM API on New Message in Channel from Discord Bot API

Pipedream makes it easy to connect APIs for Zoho CRM, Discord Bot and 1200+ other apps remarkably fast.

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

Developers ♥ Pipedream

Getting Started

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