← Zoho WorkDrive + Zoho CRM integrations

Download Attachment with Zoho CRM API on New File In Folder from Zoho WorkDrive API

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New File In Folder from the Zoho WorkDrive 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 Zoho WorkDrive 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 File In Folder trigger
    1. Connect your Zoho WorkDrive account
    2. Configure Polling interval
    3. Select a Team Id
    4. Select a Folder Type
    5. Select a Folder Id
  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 event when a new file is created in a specific folder.
Version:0.0.3
Key:zoho_workdrive-new-file-in-folder

Zoho WorkDrive Overview

The Zoho WorkDrive API interacts with Zoho's cloud-based file management system, enabling automated file and folder operations, team management, and content collaboration. With Pipedream, you can harness this API to create workflows that trigger on specific events, manipulate files and folders, and integrate with other services for a seamless productivity boost.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import app from "../../zoho_workdrive.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "zoho_workdrive-new-file-in-folder",
  name: "New File In Folder",
  version: "0.0.3",
  description: "Emit new event when a new file is created in a specific folder.",
  type: "source",
  dedupe: "unique",
  props: {
    app,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Zoho WorkDrive on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    teamId: {
      propDefinition: [
        app,
        "teamId",
      ],
    },
    folderType: {
      propDefinition: [
        app,
        "folderType",
      ],
    },
    folderId: {
      propDefinition: [
        app,
        "parentId",
        ({
          teamId, folderType,
        }) => ({
          teamId,
          folderType,
        }),
      ],
      label: "Folder Id",
      description: "The unique ID of the folder.",
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults = 0) {
      const {
        app,
        folderId,
      } = this;

      const lastDate = this._getLastDate();
      let maxDate = lastDate;
      const items = app.paginate({
        fn: app.listFiles,
        maxResults,
        filter: "allfiles",
        sort: "created_time",
        folderId,
      });

      let responseArray = [];

      for await (const item of items) {
        const createdTime = item.attributes.created_time;
        if (new Date(createdTime) > new Date(lastDate)) {
          responseArray.push(item);
          if (new Date(createdTime) > new Date(maxDate)) {
            maxDate = createdTime;
          }
        }
      }
      this._setLastDate(maxDate);

      for (const item of responseArray) {
        this.$emit(
          item,
          {
            id: item.id,
            summary: `A new file with id: "${item.id}" was created!`,
            ts: item.attributes.created_time,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  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
Zoho WorkDriveappappThis component uses the Zoho WorkDrive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the Zoho WorkDrive on this schedule

Team IdteamIdstringSelect a value from the drop down menu.
Folder TypefolderTypestringSelect a value from the drop down menu.
Folder IdfolderIdstringSelect a value from the drop down menu.

Trigger Authentication

Zoho WorkDrive uses OAuth authentication. When you connect your Zoho WorkDrive account, Pipedream will open a popup window where you can sign into Zoho WorkDrive 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 WorkDrive API.

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

WorkDrive.files.CREATEWorkDrive.files.READWorkDrive.files.UPDATEWorkDrive.files.DELETEWorkDrive.team.READWorkDrive.teamfolders.READWorkDrive.workspace.CREATEWorkDrive.workspace.UPDATEWorkDrive.workspace.DELETEZohoSearch.securesearch.READZohoFiles.files.READ

About Zoho WorkDrive

Online file management for teams

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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