← Coinbase + Zoho CRM integrations

Download Attachment with Zoho CRM API on New Transactions from Coinbase API

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Trigger workflow on
New Transactions from the Coinbase 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 Coinbase 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 Transactions trigger
    1. Connect your Coinbase account
    2. Select a Account
    3. Configure timer
  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:New Transactions. [See the docs here](https://developers.coinbase.com/api/v2#transaction-resource)
Version:0.0.2
Key:coinbase-new-transactions

Coinbase Overview

The Coinbase API on Pipedream allows you to craft automated workflows that can manage your cryptocurrency assets efficiently. Through the API, you can get real-time information about exchange rates, your transaction history, and account balances. Automate buying and selling decisions based on set criteria, receive notifications for price changes, and synchronize your Coinbase data with other financial tracking tools.

Trigger Code

import common from "../common.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  ...common,
  key: "coinbase-new-transactions",
  name: "New Transactions",
  description: "New Transactions. [See the docs here](https://developers.coinbase.com/api/v2#transaction-resource)",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    ...common.props,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    ...common.methods,
    getMetadata(transaction) {
      const {
        id,
        created_at: createdAt,
      } = transaction;
      const summary = `Transaction ${id}`;
      const ts = Date.parse(createdAt);
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run({ $ }) {
    let lastTransactionId = this._getLastTransactionId();
    let totalTransactions;

    do {
      const { data: transactions } =
        await this.coinbase.getTransactions({
          $,
          accountId: this.accountId,
          limit: 25,
          startingAfter: lastTransactionId,
        });

      totalTransactions = transactions.length;
      if (totalTransactions) {
        const [
          lastTransaction,
        ] = transactions.slice(-1);
        lastTransactionId = lastTransaction.id;
      }

      transactions.forEach((transaction) => {
        this.$emit(transaction, this.getMetadata(transaction));
      });

    } while (totalTransactions);

    this._setLastTransactionId(lastTransactionId);
  },
};

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
CoinbasecoinbaseappThis component uses the Coinbase app.
AccountaccountIdstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

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

wallet:accounts:readwallet:user:readwallet:buys:createwallet:sells:createwallet:withdrawals:createwallet:transactions:read

About Coinbase

Explore crypto like Bitcoin, Ethereum, and Dogecoin. Simply and securely buy, sell, and manage hundreds of cryptocurrencies.

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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