Get Object with Zoho CRM API on New Goal Added from OnStrategy API

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Trigger workflow on

New Goal Added from the OnStrategy 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 OnStrategy trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Goal Added trigger
1. Connect your OnStrategy account
2. Configure timer
Configure the Get Object action
1. Connect your Zoho CRM account
2. Select a Module
3. Select a Record ID
Deploy the workflow
Send a test event to validate your setup
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#

New Goal Added on OnStrategy

Description:Emit new event when a new goal is created within the OnStrategy app. [See the documentation](https://developer.onstrategyhq.com/)

Version:0.0.1

Key:onstrategy-new-goal-added

View on GitHub

OnStrategy Overview#

The OnStrategy API lets you automate strategic planning and tracking within your organization. You can create, update, and retrieve data on goals, actions, and progress, making it simpler to integrate strategic management into daily workflows. Pipedream's serverless platform eases the process by allowing you to construct workflows that link OnStrategy with other apps, trigger actions based on events, and handle data programmatically without managing servers.

Trigger Code#

import onstrategy from "../../onstrategy.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import sampleEmit from "./test-event.mjs";

export default {
  key: "onstrategy-new-goal-added",
  name: "New Goal Added",
  description: "Emit new event when a new goal is created within the OnStrategy app. [See the documentation](https://developer.onstrategyhq.com/)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    onstrategy,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastId() {
      return this.db.get("lastId") || 0;
    },
    _setLastId(lastId) {
      this.db.set("lastId", lastId);
    },
    generateMeta(goal) {
      return {
        id: goal.id,
        summary: `New Goal: ${goal.item}`,
        ts: Date.now(),
      };
    },
    async processEvent(limit) {
      const lastId = this._getLastId();
      let maxId = lastId;
      const { data } = await this.onstrategy.listGoals();
      const goals = limit
        ? data.slice(-1 * limit)
        : data;
      for (const goal of goals) {
        if (goal.id > lastId) {
          maxId = Math.max(goal.id, maxId);
          const meta = this.generateMeta(goal);
          this.$emit(goal, meta);
        }
      }
      this._setLastId(maxId);
    },
  },
  async run() {
    await this.processEvent();
  },
  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.

Label	Prop	Type	Description
OnStrategy	`onstrategy`	`app`	This component uses the OnStrategy app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API key,

Navigate to your OnStrategy account and sign in

Go to Account > API Keys & SSO

About OnStrategy#

From self-guided planning to full-service strategy design, we can help get a strategic plan done that meets your needs and budget.

Action#

Get Object on Zoho CRM

Description:Gets record data given its id.

Version:0.2.1

Key:zoho_crm-get-object

View on GitHub

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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`module`	`string`	Select a value from the drop down menu.
Record ID	`recordId`	`string`	Select 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

Get Object with Zoho CRM API on New Goal Added from OnStrategy API

Pipedream makes it easy to connect APIs for Zoho CRM, OnStrategy and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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