← Discord Bot + Zoho CRM integrations

List Fields with Zoho CRM API on New Message in Channel from Discord Bot API

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New Message in Channel from the Discord Bot API
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List Fields with the Zoho CRM API
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Getting Started

This integration creates a workflow with a Discord Bot 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 Message in Channel trigger
    1. Connect your Discord Bot account
    2. Select a Guild
    3. Select one or more Channels
    4. Optional- Configure Emit messages as a single event
    5. Configure timer
  3. Configure the List Fields action
    1. Connect your Zoho CRM account
    2. Select a module
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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 for each message posted to one or more channels
Version:0.0.5
Key:discord_bot-new-message-in-channel

Trigger Code

import maxBy from "lodash.maxby";
import common from "../common.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.5",
  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: 60 * 15,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
};

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
Discord BotdiscordappThis component uses the Discord Bot app.
GuildguildIdstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
Channelschannelsstring[]Select a value from the drop down menu.
Emit messages as a single eventemitEventsInBatchboolean

If true, all messages are emitted as an array, within a single Pipedream event. Defaults to false, emitting each Discord message as its own event in Pipedream

timer$.interface.timer

Trigger Authentication

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

This integration allows you to use the Discord API using your own Discord bot. If you don't use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord integration, instead.


If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot

Use this app to interact with the Discord API using a bot in your account

Action

Description:Gets the field metadata for the specified module
Version:0.1.2
Key:zoho_crm-list-fields

Action Code

// legacy_hash_id: a_poizYA
import { axios } from "@pipedream/platform";

export default {
  key: "zoho_crm-list-fields",
  name: "List Fields",
  description: "Gets the field metadata for the specified module",
  version: "0.1.2",
  type: "action",
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    },
    module: {
      type: "string",
      description: "Module name to get the field metadata for.",
      options: [
        "Leads",
        "Accounts",
        "Contacts",
        "Deals",
        "Campaigns",
        "Tasks",
        "Cases",
        "Events",
        "Calls",
        "Solutions",
        "Products",
        "Vendors",
        "Quotes",
        "Price_Books",
        "Quotes",
        "Sales_Orders",
        "Purchase_Orders",
        "Invoices",
        "Custom",
        "Activities",
      ],
    },
  },
  async run({ $ }) {
  //See Zoho CRM API docs at: https://www.zoho.com/crm/developer/docs/api/v2/field-meta.html

    if (!this.module) {
      throw new Error("Must provide module parameter.");
    }

    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/settings/fields`,
      params: {
        module: this.module,
      },
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    });
  },
};

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 CRMzoho_crmappThis component uses the Zoho CRM app.
modulemodulestringSelect a value from the drop down menu:LeadsAccountsContactsDealsCampaignsTasksCasesEventsCallsSolutionsProductsVendorsQuotesPrice_BooksQuotesSales_OrdersPurchase_OrdersInvoicesCustomActivities

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

Customer Relationship Management

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