List Fields with Zoho CRM API on New Row Created from Coda API

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

Trigger workflow on

New Row Created from the Coda API

Next, do this

List Fields with the Zoho CRM API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Coda 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 Row Created trigger
1. Connect your Coda account
2. Configure timer
3. Select a Doc ID
4. Select a Table ID
5. Optional- Configure Include Updated Rows
Configure the List Fields action
1. Connect your Zoho CRM account
2. Select a Module
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 Row Created on Coda

Description:Emit new event for every created / updated row in a table. [See the documentation.](https://coda.io/developers/apis/v1#tag/Rows/operation/listRows)

Version:0.0.4

Key:coda-row-created

View on GitHub

Coda Overview#

The Coda API enables you to interact with your Coda docs for both data retrieval and manipulation. By leveraging this API on Pipedream, you can automate document updates, synchronize data across different platforms, orchestrate complex workflows, and react to changes in real-time. Coda’s tables can act as dynamic databases that interconnect with various services, allowing you to streamline operations that depend on the timely and accurate exchange of information.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import coda from "../../coda.app.mjs";

export default {
  key: "coda-row-created",
  name: "New Row Created",
  description: "Emit new event for every created / updated row in a table. [See the documentation.](https://coda.io/developers/apis/v1#tag/Rows/operation/listRows)",
  type: "source",
  version: "0.0.4",
  dedupe: "unique",
  props: {
    coda,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    docId: {
      propDefinition: [
        coda,
        "docId",
      ],
    },
    tableId: {
      propDefinition: [
        coda,
        "tableId",
        (c) => ({
          docId: c.docId,
        }),
      ],
    },
    includeUpdates: {
      type: "boolean",
      label: "Include Updated Rows",
      description: "Emit events for updates on existing rows?",
      optional: true,
    },
  },
  hooks: {
    async deploy() {
      const rows = await this.fetchRows(25);
      this.emitEvents(rows.reverse());
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    getTsKey() {
      return this.includeUpdates
        ? "updatedAt"
        : "createdAt";
    },
    async fetchRows(maxResults) {
      const rows = [];
      const tsKey = this.getTsKey();
      const lastTs = this._getLastTs();
      let maxTs = lastTs;
      let done = false;

      const params = {
        sortBy: tsKey,
      };

      while (true) {
        const {
          items = [],
          nextPageToken,
        } = await this.coda.findRow(
          null,
          this.docId,
          this.tableId,
          params,
        );
        for (const item of items) {
          const ts = Date.parse(item[tsKey]);
          if (ts > lastTs) {
            rows.push(item);
            if (ts > maxTs) {
              maxTs = ts;
            }
            if (rows.length >= maxResults) {
              done = true;
              break;
            }
          }
          else {
            done = true;
          }
        }
        params.pageToken = nextPageToken;

        if (!nextPageToken || done) {
          this._setLastTs(maxTs);
          return rows;
        }
      }
    },
    rowSummary(row) {
      const name = row.name && ` - ${row.name}` || "";
      return `Row index: ${row.index}` + name;
    },
    emitEvents(events) {
      for (const row of events) {
        const id = this.includeUpdates
          ? `${row.id}-${row.updatedAt}`
          : row.id;

        this.$emit(row, {
          id,
          summary: this.rowSummary(row),
          ts: row.updatedAt,
        });
      }
    },
  },
  async run() {
    const rows = await this.fetchRows();
    this.emitEvents(rows.reverse());
  },
};

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
Coda	`coda`	`app`	This component uses the Coda app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Doc ID	`docId`	`string`	Select a value from the drop down menu.
Table ID	`tableId`	`string`	Select a value from the drop down menu.
Include Updated Rows	`includeUpdates`	`boolean`	Emit events for updates on existing rows?

Trigger Authentication#

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

About Coda#

Coda is familiar like a doc and engaging like an app, so your team can jump in quickly, collaborate effectively, and make decisions that stick.

Action#

List Fields on Zoho CRM

Description:Gets the field metadata for the specified module

Version:0.2.1

Key:zoho_crm-list-fields

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-list-fields",
  name: "List Fields",
  description: "Gets the field metadata for the specified module",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.listFields(this.module, $);
    $.export("$summary", "Successfully fetched fields for module");
    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.

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

List Fields with Zoho CRM API on New Row Created from Coda API

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

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular