← Confluence + Zoho CRM integrations

Create Object with Zoho CRM API on New Page or Blog Post from Confluence API

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New Page or Blog Post from the Confluence 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 Confluence 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 Page or Blog Post trigger
    1. Connect your Confluence account
    2. Configure timer
    3. Select a Space Id
    4. Select a Type
  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 whenever a new page or blog post is created in a specified space
Version:0.0.1
Key:confluence-new-page-or-blog-post

Confluence Overview

The Confluence API allows you to harness the collaborative power of Confluence programmatically. With it, you can automate content creation, update pages, manage spaces, and extract data for reporting or integration with other tools. Leveraging this API within Pipedream enables streamlined workflows that can react to events or schedule tasks, interacting with Confluence data and connecting to an array of other apps and services.

Trigger Code

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "confluence-new-page-or-blog-post",
  name: "New Page or Blog Post",
  description: "Emit new event whenever a new page or blog post is created in a specified space",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    spaceId: {
      propDefinition: [
        common.props.confluence,
        "spaceId",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "Whether to watch for new pages or blog posts",
      options: [
        "pages",
        "blogposts",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      if (this.type === "pages") {
        return this.confluence.listPagesInSpace;
      }
      if (this.type === "blogposts") {
        return this.confluence.listPostsInSpace;
      }
    },
    async getArgs() {
      return {
        cloudId: await this.confluence.getCloudId(),
        spaceId: this.spaceId,
        params: {
          sort: "-created-date",
        },
      };
    },
    getTs(post) {
      return Date.parse(post.createdAt);
    },
    getSummary(post) {
      return `New ${this.type} with ID ${post.id}`;
    },
  },
  sampleEmit,
};

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
ConfluenceconfluenceappThis component uses the Confluence app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Space IdspaceIdstringSelect a value from the drop down menu.
TypetypestringSelect a value from the drop down menu:pagesblogposts

Trigger Authentication

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

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

write:confluence-contentread:confluence-space.summarywrite:confluence-spacewrite:confluence-fileread:confluence-propswrite:confluence-propsmanage:confluence-configurationread:confluence-content.allread:confluence-content.summarysearch:confluenceread:meoffline_accessread:space:confluenceread:blogpost:confluencewrite:blogpost:confluencedelete:blogpost:confluenceread:page:confluencewrite:page:confluencedelete:page:confluence

About Confluence

Get, create, update, and delete content, spaces, and more.

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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