← Infobip + Zoho CRM integrations

Download Attachment with Zoho CRM API on New SMS Message (Instant) from Infobip API

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Trigger workflow on
New SMS Message (Instant) from the Infobip 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 Infobip 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 SMS Message (Instant) trigger
    1. Connect your Infobip account
    2. Optional- Configure Keyword
    3. Optional- Configure Number
    4. Optional- Select a Number Key
  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 SMS message is received.
Version:0.0.1
Key:infobip-new-sms-message-instant

Infobip Overview

The Infobip API is a communication platform that enables seamless integration of messaging, voice, and email functionalities into various applications. With Infobip, you can automate notifications, authenticate users via one-time passwords, engage customers across multiple channels, and track communication performance. Pipedream's serverless execution environment lets you create sophisticated workflows that harness the capabilities of Infobip by triggering actions based on events, manipulating data, and connecting with numerous other apps.

Trigger Code

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

export default {
  ...common,
  key: "infobip-new-sms-message-instant",
  name: "New SMS Message (Instant)",
  description: "Emit new event when a new SMS message is received.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    resourceKey: {
      propDefinition: [
        common.props.infobip,
        "resourceKey",
        () => ({
          channel: "SMS",
        }),
      ],
      label: "Number Key",
      description: "Required if `Number` not present.",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getChannel() {
      return "SMS";
    },
    getSummary(body) {
      return `New SMS from ${body.from}: ${body.text}`;
    },
  },
  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
InfobipinfobipappThis component uses the Infobip app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Keywordkeywordstring

Omitting this value or sending NULL will set keyword to NULL because it is a valid keyword which will match all values.

Numberresourcestring

Required if Number Key not present.

Number KeyresourceKeystringSelect a value from the drop down menu.

Trigger Authentication

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

Infobip generated API key (docs)
Infobip base url (docs)

About Infobip

Infobip is a multi-channel communications platform

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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