← Superdocu + Zoho CRM integrations

Download Attachment with Zoho CRM API on New Event from Superdocu API

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Trigger workflow on
New Event from the Superdocu API
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Download Attachment with the Zoho CRM API
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Getting Started

This integration creates a workflow with a Superdocu 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 Event trigger
    1. Connect your Superdocu account
    2. Configure Secret
  3. Configure the Download Attachment action
    1. Connect your Zoho CRM account
    2. Select a Module
    3. Select a Record ID
    4. Select a Attachment ID
  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 events from Superdocu. You can configure your webhook [here](https://www.superdocu.com/en/c/settings/api)
Version:0.0.1
Key:superdocu-new-event

Superdocu Overview

The Superdocu API empowers users to automate document collection and management processes, streamlining the way businesses handle paperwork for clients and employees. It facilitates the creation of document requests, tracking of submissions, and management of user data, all programmatically. Leveraging the Superdocu API on Pipedream allows users to build powerful, serverless workflows that can interact with a broad array of other applications, improving efficiency, reducing manual labor, and ensuring critical documents are collected and processed on time.

Trigger Code

import crypto from "crypto";
import app from "../../superdocu.app.mjs";

export default {
  type: "source",
  key: "superdocu-new-event",
  name: "New Event",
  description: "Emit new events from Superdocu. You can configure your webhook [here](https://www.superdocu.com/en/c/settings/api)",
  version: "0.0.1",
  props: {
    app,
    secret: {
      type: "string",
      label: "Secret",
      description: "The secret used to sign the webhook. [Click here](https://developers.superdocu.com/webhooks) for more information.",
    },
    http: "$.interface.http",
  },
  methods: {
    _checkSignature(timestamp, signature) {
      const plain = `${this.secret}${timestamp}`;
      const shasum = crypto.createHash("sha256").update(plain);
      const signatureComputed = shasum.digest("base64");
      if (signature !== signatureComputed) {
        throw new Error("Invalid signature. Event aborted.");
      }
    },
    _checkReplayAttack(t) {
      const fiveMinutes = 5 * 60 * 1000;
      const tolerance = fiveMinutes;
      const timestampMilliseconds = Number(t) * 1000;

      if (timestampMilliseconds < Date.now() - tolerance) {
        throw new Error("Invalid Timestamp Signature. The signature's timestamp is outside of the tolerance zone. Event aborted");
      }
    },
    _emit(event) {
      this.$emit(event, {
        id: `${event.object_id}${event.event}`,
        summary: `${event.event} - ${event.object_id}`,
        ts: event.fired_at,
      });
    },
  },
  async run(event) {
    this._checkSignature(event.headers["x-hub-timestamp"], event.headers["x-hub-signature"]);
    this._checkReplayAttack(event.headers["x-hub-timestamp"]);
    this._emit(event.body);
  },
};

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
SuperdocuappappThis component uses the Superdocu app.
Secretsecretstring

The secret used to sign the webhook. Click here for more information.

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.

Trigger Authentication

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

To retrieve your API key,

  • Navigate to your Superdocu account and sign in
  • Go to “Settings” > “API”

About Superdocu

Superdocu helps companies collect documents from their contacts: clients, employees or partners.

Action

Description:Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.
Version:0.2.1
Key:zoho_crm-download-attachment

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

export default {
  key: "zoho_crm-download-attachment",
  name: "Download Attachment",
  description: "Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    recordId: {
      propDefinition: [
        zohoCrm,
        "recordId",
        (c) => ({
          module: c.module,
        }),
      ],
    },
    attachmentId: {
      propDefinition: [
        zohoCrm,
        "attachmentId",
        (c) => ({
          module: c.module,
          recordId: c.recordId,
        }),
      ],
    },
  },
  async run({ $ }) {
    const file = await this.zohoCrm.downloadAttachment(
      this.module,
      this.recordId,
      this.attachmentId,
      $,
    );

    const filePath = "/tmp/" + this.attachmentId;
    fs.writeFileSync(filePath, file);

    $.export("$summary", "Successfully downloaded attachment");
    $.export("file_path", filePath);
    return file;
  },
};

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.
ModulemodulestringSelect a value from the drop down menu.
Record IDrecordIdstringSelect a value from the drop down menu.
Attachment IDattachmentIdstringSelect 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

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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