← Front + Zoho CRM integrations

Get Object with Zoho CRM API on New Conversation Tag from Front API

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Trigger workflow on
New Conversation Tag from the Front API
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Get Object with the Zoho CRM API
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Getting Started

This integration creates a workflow with a Front 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 Conversation Tag trigger
    1. Connect your Front account
    2. Configure timer
    3. Select one or more Tag IDs
  3. Configure the Get Object action
    1. Connect your Zoho CRM account
    2. Select a Module
    3. Select a Record 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 conversation is tagged with a specific tag or any tag. [See the documentation](https://dev.frontapp.com/reference/events)
Version:0.0.1
Key:frontapp-new-conversation-tag

Front Overview

The Front API empowers you to automate the handling of your team's email inbox, collaborate on conversations, and streamline communication workflows. By harnessing this API on Pipedream, you can craft custom integrations that trigger actions in Front in response to events, synchronize data across platforms, and augment your team's productivity with automated tasks. This can include creating or updating conversations and contacts, managing tags, or firing off custom automation rules within Front.

Trigger Code

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

export default {
  ...common,
  key: "frontapp-new-conversation-tag",
  name: "New Conversation Tag",
  description: "Emit new event when a conversation is tagged with a specific tag or any tag. [See the documentation](https://dev.frontapp.com/reference/events)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    tagIds: {
      propDefinition: [
        common.props.frontapp,
        "tagIds",
      ],
      withLabel: true,
    },
  },
  methods: {
    ...common.methods,
    _getFunction() {
      return this.frontapp.listEvents;
    },
    _getParams(lastTs) {
      return {
        "q[after]": lastTs,
        "q[types]": [
          "tag",
        ],
      };
    },
    _getEmit(item) {
      const tagIdsArray = this.tagIds.map((tag) => tag.value);
      if (item.type === "tag" && tagIdsArray.includes(item.target?.data?.id)) {
        return {
          id: item.id,
          summary: `New conversation with id: "${item.id}" was tagged as '${item.target?.data?.name}'!`,
          ts: Date.parse(item.created_at),
        };
      }
    },
  },
  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
FrontfrontappappThis component uses the Front app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Tag IDstagIdsstring[]Select a value from the drop down menu.

Trigger Authentication

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

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

About Front

Customer communication platform

Action

Description:Gets record data given its id.
Version:0.2.1
Key:zoho_crm-get-object

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

export default {
  key: "zoho_crm-get-object",
  name: "Get Object",
  description: "Gets record data given its id.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    recordId: {
      propDefinition: [
        zohoCrm,
        "recordId",
        (c) => ({
          module: c.module,
        }),
      ],
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.getObject(this.module, this.recordId, $);
    $.export("$summary", "Successfully retrieved object");
    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
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.

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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