← Box + Zoho CRM integrations

Get Object with Zoho CRM API on New File Event from Box API

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Trigger workflow on
New File Event from the Box 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 Box 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 Event trigger
    1. Connect your Box account
    2. Select a Target
  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 new file uploaded on a target. [See the documentation](https://developer.box.com/reference/post-webhooks)
Version:0.0.4
Key:box-new-file

Box Overview

The Box API offers a playground for enhancing content management and collaboration within your cloud storage. With Pipedream, you can orchestrate Box's functionality to automate document handling, streamline approval flows, sync files across apps, and trigger actions based on file events. Think of Pipedream as the glue that allows you to connect Box with your tech stack, triggering workflows with new file uploads, comments, or when sharing settings change, to enhance productivity and minimize manual labor.

Trigger Code

import common from "../common/common.mjs";

export default {
  key: "box-new-file",
  name: "New File Event",
  description: "Emit new event when a new file uploaded on a target. [See the documentation](https://developer.box.com/reference/post-webhooks)",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  ...common,
  methods: {
    ...common.methods,
    getTriggers() {
      return [
        "FILE.UPLOADED",
      ];
    },
    getSummary(event) {
      return  `New file uploaded event with ID(${event.id})`;
    },
  },
};

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
BoxappappThis component uses the Box 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.
TargetwebhookTargetstringSelect a value from the drop down menu.

Trigger Authentication

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

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

About Box

Platform for secure content management, workflow, and collaboration

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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