← Zoho CRM + SignalWire integrations

Create Video Conference with SignalWire API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API
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Create Video Conference with the SignalWire API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and SignalWire 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 Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Create Video Conference action
    1. Connect your SignalWire account
    2. Configure Name
    3. Configure Display Name
    4. Optional- Configure Join From
    5. Optional- Configure Join Until
    6. Optional- Select a Quality
    7. Optional- Select a Layout
    8. Optional- Select a Size
    9. Optional- Configure Record On Start
    10. Optional- Configure Enable Room Previews
    11. Optional- Configure Enable Chat
  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:Emits an event each time a new lead is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-lead

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 common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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.

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 video conference on SignalWire. [See the documentation](https://developer.signalwire.com/rest/create-a-video-conference)
Version:0.0.1
Key:signalwire-create-video-conference

SignalWire Overview

The SignalWire API provides powerful communication capabilities, allowing developers to send and receive text messages, make voice calls, and manage telephony features programmatically. On Pipedream, you can leverage these functionalities to create serverless workflows that integrate with numerous apps and services. With Pipedream's easy-to-use interface and robust connectivity options, you can build automated processes that trigger from various events and perform actions using SignalWire without managing infrastructure.

Action Code

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

export default {
  key: "signalwire-create-video-conference",
  name: "Create Video Conference",
  description: "Creates a video conference on SignalWire. [See the documentation](https://developer.signalwire.com/rest/create-a-video-conference)",
  version: "0.0.1",
  type: "action",
  props: {
    signalwire,
    name: {
      propDefinition: [
        signalwire,
        "name",
      ],
    },
    displayName: {
      propDefinition: [
        signalwire,
        "displayName",
      ],
    },
    joinFrom: {
      propDefinition: [
        signalwire,
        "joinFrom",
      ],
    },
    joinUntil: {
      propDefinition: [
        signalwire,
        "joinUntil",
      ],
    },
    quality: {
      propDefinition: [
        signalwire,
        "quality",
      ],
    },
    layout: {
      propDefinition: [
        signalwire,
        "layout",
      ],
    },
    size: {
      propDefinition: [
        signalwire,
        "size",
      ],
    },
    recordOnStart: {
      propDefinition: [
        signalwire,
        "recordOnStart",
      ],
    },
    enableRoomPreviews: {
      propDefinition: [
        signalwire,
        "enableRoomPreviews",
      ],
    },
    enableChat: {
      propDefinition: [
        signalwire,
        "enableChat",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.signalwire.createVideoConference({
      data: {
        name: this.name,
        display_name: this.displayName,
        join_from: this.joinFrom,
        join_until: this.joinUntil,
        quality: this.quality,
        layout: this.layout,
        size: this.size,
        record_on_start: this.recordOnStart,
        enable_room_previews: this.enableRoomPreviews,
        enable_chat: this.enableChat,
      },
      $,
    });
    $.export("$summary", `Successfully created video conference: ${this.name}`);
    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
SignalWiresignalwireappThis component uses the SignalWire app.
Namenamestring

A named unique identifier for the room. Allowed characters: A-Za-z0-9_-. Maximum of 100 characters.

Display NamedisplayNamestring

Display name of the video conference. Maximum of 200 characters.

Join FromjoinFromstring

Conference does not accept new participants before this time. Expects RFC 3339 datetime: 2022-01-01T23:59:60Z.

Join UntiljoinUntilstring

Conference stops accepting new participants at this time, but keeps running until all participants leave. Expects RFC 3339 datetime: 2022-01-01T23:59:60Z.

QualityqualitystringSelect a value from the drop down menu:720p1080p
LayoutlayoutstringSelect a value from the drop down menu:grid-responsivehighlight-1-responsivescreen-sharescreen-share-2full-screen
SizesizestringSelect a value from the drop down menu:smallmediumlarge
Record On StartrecordOnStartboolean

Specifies whether to start recording a Conference Session when one is started for this Conference

Enable Room PreviewsenableRoomPreviewsboolean

Whether a video with a preview of the content of the conference is to be generated.

Enable ChatenableChatboolean

Enables group chat for all participants of the room.

Action Authentication

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

Generate and copy your Project ID and API credentials from your dashboard at the “API“ page.

About SignalWire

Build what's next with the OGs of telecom. Video, voice, and messaging APIs from the source.

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