← Zoho CRM + Exa (Formerly Metaphor) integrations

Find Similar Links with Exa (Formerly Metaphor) API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API
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Find Similar Links with the Exa (Formerly Metaphor) API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Exa (Formerly Metaphor) 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 (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select one or more Events
  3. Configure the Find Similar Links action
    1. Connect your Exa (Formerly Metaphor) account
    2. Configure Url
    3. Optional- Configure Number Of Results
    4. Optional- Configure Include Domains
    5. Optional- Configure Exclude Domains
    6. Optional- Configure Start Crawl Date
    7. Optional- Configure End Crawl Date
    8. Optional- Configure Start Published Date
    9. Optional- Configure End Published Date
  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 custom events from Zoho CRM
Version:0.0.15
Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.

Eventseventsstring[]Select a value from the drop down menu.

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:Find similar links to the link provided. See the documentation](https://docs.metaphor.systems/reference/findsimilar)
Version:0.0.1
Key:metaphor-find-similar-links

Exa (Formerly Metaphor) Overview

The Exa (Formerly Metaphor) API enables you to enrich your applications with machine learning-powered insights and data processing capabilities. With Exa, you can perform advanced data analysis, extract meaningful patterns, and automate decision-making processes within your projects. By integrating this API with Pipedream, you can create seamless workflows that leverage these intelligent features alongside other services to streamline your operations, enhance data intelligence, and drive innovation.

Action Code

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

export default {
  key: "metaphor-find-similar-links",
  name: "Find Similar Links",
  version: "0.0.1",
  description: "Find similar links to the link provided. See the documentation](https://docs.metaphor.systems/reference/findsimilar)",
  type: "action",
  props: {
    metaphor,
    url: {
      propDefinition: [
        metaphor,
        "url",
      ],
    },
    numResults: {
      propDefinition: [
        metaphor,
        "numResults",
      ],
      optional: true,
    },
    includeDomains: {
      propDefinition: [
        metaphor,
        "includeDomains",
      ],
      optional: true,
    },
    excludeDomains: {
      propDefinition: [
        metaphor,
        "excludeDomains",
      ],
      optional: true,
    },
    startCrawlDate: {
      propDefinition: [
        metaphor,
        "startCrawlDate",
      ],
      optional: true,
    },
    endCrawlDate: {
      propDefinition: [
        metaphor,
        "endCrawlDate",
      ],
      optional: true,
    },
    startPublishedDate: {
      propDefinition: [
        metaphor,
        "startPublishedDate",
      ],
      optional: true,
    },
    endPublishedDate: {
      propDefinition: [
        metaphor,
        "endPublishedDate",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      metaphor,
      ...data
    } = this;

    const response = await metaphor.findSimilarLinks({
      $,
      data,
    });

    $.export("$summary", `${response.results.length} result${response.results.length > 1
      ? "s were"
      : " was"} successfully fetched!`);
    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
Exa (Formerly Metaphor)metaphorappThis component uses the Exa (Formerly Metaphor) app.
Urlurlstring

"Crawl date" refers to the date that Metaphor discovered a link, which is more granular and can be more useful than published date. If endCrawlDate is specified, results will only include links that were crawled before endCrawlDate. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)

Number Of ResultsnumResultsinteger

Number of search results to return. Default 10. Up to 30 for basic plans. Up to thousands for custom plans.

Include DomainsincludeDomainsstring[]

List of domains to include in the search. If specified, results will only come from these domains. Only one of includeDomains and excludeDomains should be specified.

Exclude DomainsexcludeDomainsstring[]

List of domains to exclude in the search. If specified, results will only come from these domains. Only one of includeDomains and excludeDomains should be specified.

Start Crawl DatestartCrawlDatestring

"Crawl date" refers to the date that Metaphor discovered a link, which is more granular and can be more useful than published date. If startCrawlDate is specified, results will only include links that were crawled after startCrawlDate. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)

End Crawl DateendCrawlDatestring

"Crawl date" refers to the date that Metaphor discovered a link, which is more granular and can be more useful than published date. If endCrawlDate is specified, results will only include links that were crawled before endCrawlDate. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)

Start Published DatestartPublishedDatestring

If specified, only links with a published date after startPublishedDate will be returned. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ). Note that for some links, we have no published date, and these links will be excluded from the results if startPublishedDate is specified.

End Published DateendPublishedDatestring

If specified, only links with a published date before endPublishedDate will be returned. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ). Note that for some links, we have no published date, and these links will be excluded from the results if endPublishedDate is specified.

Action Authentication

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

Navigate to the overview tab to find your API key, and enter it below.

About Exa (Formerly Metaphor)

Search Rebuilt for AI. The Exa API retrieves the best content on the web using embeddings-based search.

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