← Google Tasks + Zoho CRM integrations

Create Object with Zoho CRM API on New Task Updated from Google Tasks API

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New Task Updated from the Google Tasks 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 Google Tasks 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 Task Updated trigger
    1. Connect your Google Tasks account
    2. Configure timer
    3. Select a Task List
    4. Configure alert
  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 task added or updated to Google Tasks. [See the documentation](https://developers.google.com/tasks/reference/rest/v1/tasks/list)
Version:0.0.2
Key:google_tasks-new-task-updated

Google Tasks Overview

The Google Tasks API allows you to manage and manipulate a user's tasks and task lists on Google Tasks directly from Pipedream. With this API, you can create, read, update, and delete tasks, as well as manage the lists themselves. This opens up possibilities for automating task management, syncing tasks with other systems, and creating custom task-based workflows that can increase productivity and ensure nothing falls through the cracks.

Trigger Code

import newTaskAdded from "../new-task-added/new-task-added.mjs";

export default {
  ...newTaskAdded,
  key: "google_tasks-new-task-updated",
  name: "New Task Updated",
  description: "Emit new event for each task added or updated to Google Tasks. [See the documentation](https://developers.google.com/tasks/reference/rest/v1/tasks/list)",
  version: "0.0.2",
  dedupe: "unique",
  type: "source",
  props: {
    ...newTaskAdded.props,
  },
  methods: {
    ...newTaskAdded.methods,
    generateMeta(event) {
      return {
        id: `${event.id}-${event.updated}`,
        summary: `Task update: ${event.title}`,
        ts: new Date(event.updated),
      };
    },
    getParams() {
      return {
        maxResults: this._maxQueryResults(),
        updatedMin: this._getLastUpdate(),
        showCompleted: true,
        showDeleted: true,
        showHidden: true,
      };
    },
  },
};

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
Google TasksgoogleTasksappThis component uses the Google Tasks app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Task ListtaskListIdstringSelect a value from the drop down menu.

Trigger Authentication

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

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

https://www.googleapis.com/auth/tasks

About Google Tasks

Use Google Tasks to keep track of important to-dos that sync across all your devices.

Action

Description:Create a new object/module entry. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html)
Version:0.3.3
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";
import { ConfigurationError } from "@pipedream/platform";

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: "0.3.3",
  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: [
        this.parseFields(object),
      ],
    };
    const res = await zohoCrm.createObject(moduleType, objectData, $);

    if (res.data[0].code === "SUCCESS") {
      $.export("$summary", `Successfully created new object with ID ${res.data[0].details.id}.`);
    } else {
      if (res.data[0].code === "INVALID_DATA") {
        throw new ConfigurationError(`Error: Invalid data for field '${res.data[0].details.api_name}'. Expected data type: ${res.data[0].details.expected_data_type}`);
      }
      throw new ConfigurationError(res.data[0].message);
    }
    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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