← Zoho CRM + Jira integrations

Create Issue with Jira API on New User from Zoho CRM API

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Trigger workflow on
New User from the Zoho CRM API
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Create Issue with the Jira API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Jira 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 User trigger
    1. Connect your Zoho CRM account
    2. Configure Polling Interval
    3. Select a User Type
  3. Configure the Create Issue action
    1. Connect your Jira account
    2. Select a Cloud ID
    3. Optional- Configure History Metadata
    4. Optional- Configure Properties
    5. Optional- Configure Update
    6. Optional- Configure Additional properties
    7. Optional- Configure Update history
    8. Select a Project ID
    9. Select a Issue Type
  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:Emits an event each time a new user is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-user

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 common from "../common/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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 $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the Zoho API on this schedule

User TypeuserTypestringSelect a value from the drop down menu:{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }

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:Creates an issue or, where the option to create subtasks is enabled in Jira, a subtask, [See the docs](https://developer.atlassian.com/cloud/jira/platform/rest/v3/#api-rest-api-3-issue-post)
Version:0.1.16
Key:jira-create-issue

Jira Overview

The Jira API opens up a world of possibilities for automating project management tasks, syncing with other tools, and enhancing data visibility. With Pipedream's integration, you can streamline issue tracking by automatically creating, updating, and searching for issues in Jira, as well as managing projects, sprints, users, and more. This integration not only saves time but also ensures real-time data flow across various platforms, keeping teams in sync and projects on track.

Action Code

import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";
import common from "../common/issue.mjs";

export default {
  ...common,
  key: "jira-create-issue",
  name: "Create Issue",
  description: "Creates an issue or, where the option to create subtasks is enabled in Jira, a subtask, [See the docs](https://developer.atlassian.com/cloud/jira/platform/rest/v3/#api-rest-api-3-issue-post)",
  version: "0.1.16",
  type: "action",
  props: {
    ...common.props,
    updateHistory: {
      type: "boolean",
      label: "Update history",
      description: "Whether the project in which the issue is created is added to the user's **Recently viewed** project list, as shown under **Projects** in Jira.",
      optional: true,
    },
    projectId: {
      propDefinition: [
        common.props.app,
        "projectID",
        ({ cloudId }) => ({
          cloudId,
        }),
      ],
    },
    issueTypeId: {
      reloadProps: true,
      propDefinition: [
        common.props.app,
        "issueType",
        ({
          cloudId, projectId,
        }) => ({
          cloudId,
          projectId,
        }),
      ],
    },
  },
  async additionalProps() {
    const {
      cloudId,
      projectId,
      issueTypeId,
    } = this;

    const {
      projects: [
        {
          issuetypes: [
            { fields = {} } = {},
          ],
        },
      ],
    } = await this.app.getCreateIssueMetadata({
      cloudId,
      params: {
        projectIds: projectId,
        issuetypeIds: issueTypeId,
        expand: "projects.issuetypes.fields",
      },
    });

    const keys = [
      constants.FIELD_KEY.ISSUETYPE,
      constants.FIELD_KEY.PROJECT,
    ];

    return this.getDynamicFields({
      fields,
      predicate: ({ key }) => !keys.includes(key),
    });
  },
  async run({ $ }) {
    const {
      // eslint-disable-next-line no-unused-vars
      app,
      cloudId,
      projectId,
      issueTypeId,
      updateHistory,
      historyMetadata,
      properties,
      update,
      additionalProperties,
      ...dynamicFields
    } = this;

    const fields = utils.reduceProperties({
      initialProps: {
        project: {
          id: projectId,
        },
        issuetype: {
          id: issueTypeId,
        },
      },
      additionalProps: this.formatFields(dynamicFields),
    });

    const params = utils.reduceProperties({
      additionalProps: {
        updateHistory,
      },
    });

    const response = await this.app.createIssue({
      $,
      cloudId,
      params,
      data: {
        fields,
        historyMetadata: utils.parseObject(historyMetadata),
        properties: utils.parse(properties),
        update: utils.parseObject(update),
        ...utils.parseObject(additionalProperties),
      },
    });

    $.export("$summary", `Issue has been created successfuly. (ID:${response.id}, KEY:${response.key})`);

    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
JiraappappThis component uses the Jira app.
Cloud IDcloudIdstringSelect a value from the drop down menu.
History MetadatahistoryMetadataobject

Additional issue history details.

Propertiespropertiesstring

Details of issue properties to be add or update, please provide an array of objects with keys and values.

Updateupdateobject

A Map containing the field name and a list of operations to perform on the issue screen field. Note that fields included in here cannot be included in fields.

Additional propertiesadditionalPropertiesobject

Extra properties of any type may be provided to this object.

Update historyupdateHistoryboolean

Whether the project in which the issue is created is added to the user's Recently viewed project list, as shown under Projects in Jira.

Project IDprojectIdstringSelect a value from the drop down menu.
Issue TypeissueTypeIdstringSelect a value from the drop down menu.

Action Authentication

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

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

read:jira-workmanage:jira-projectmanage:jira-configurationread:jira-userwrite:jira-workmanage:jira-data-providerread:meoffline_accessread:issue-details:jiraread:board-scope:jira-softwarewrite:webhook:jiraread:field:jiraread:project:jiradelete:webhook:jirawrite:board-scope:jira-softwareread:board-scope.admin:jira-softwareread:sprint:jira-softwarewrite:sprint:jira-software

About Jira

Jira is the #1 agile project management tool used by teams to plan, track, release, and support great software with confidence

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