List Modules with Zoho CRM API on New Form Submission from Formcarry API

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New Form Submission from the Formcarry API

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List Modules with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a Formcarry 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 Form Submission trigger
1. Connect your Formcarry account
2. Configure timer
3. Configure Form ID
Configure the List Modules action
1. Connect your Zoho CRM account
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 Form Submission on Formcarry

Description:Emit new event when the specified form receives a new submission. [See the documentation](https://formcarry.com/docs/formcarry-api/submissions-api#cc7f3010897b4c938c8829db46b18656)

Version:0.0.1

Key:formcarry-new-form-submission

View on GitHub

Formcarry Overview#

Formcarry is an API for form processing, empowering developers to handle form submissions without the need for server-side code. With Formcarry, you can effortlessly collect, process, and integrate form data with various services. Using Pipedream, you can create serverless workflows that react to form submissions by triggering actions within Formcarry or in other apps, streamlining data collection and automation processes.

Trigger Code#

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

export default {
  key: "formcarry-new-form-submission",
  name: "New Form Submission",
  description: "Emit new event when the specified form receives a new submission. [See the documentation](https://formcarry.com/docs/formcarry-api/submissions-api#cc7f3010897b4c938c8829db46b18656)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    formcarry,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    formId: {
      type: "string",
      label: "Form ID",
      description: "The ID of the form to watch for new submissions",
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(submission) {
      return {
        id: submission._id,
        summary: `New Form Submission ID: ${submission._id}`,
        ts: Date.parse(submission.createdAt),
      };
    },
    async processEvent(max) {
      const lastTs = this._getLastTs();

      const results = this.formcarry.paginate({
        fn: this.formcarry.listSubmissions,
        args: {
          formId: this.formId,
        },
        resourceKey: "submissions",
        max,
      });

      const submissions = [];
      for await (const item of results) {
        const ts = Date.parse(item.createdAt);
        if (ts >= lastTs) {
          submissions.push(item);
        } else {
          break;
        }
      }

      if (!submissions.length) {
        return;
      }

      this._setLastTs(Date.parse(submissions[0].createdAt));

      submissions.forEach((submission) => {
        const meta = this.generateMeta(submission);
        this.$emit(submission, meta);
      });
    },
  },
  async run() {
    await this.processEvent();
  },
};

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
Formcarry	`formcarry`	`app`	This component uses the Formcarry app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Form ID	`formId`	`string`	The ID of the form to watch for new submissions

Trigger Authentication#

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

About Formcarry#

Formcarry allows you to collect submissions from your own HTML form, without any back-end code.

Action#

List Modules on Zoho CRM

Description:Retrieves a list of all the modules available in your CRM account.

Version:0.0.2

Key:zoho_crm-list-modules

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-modules",
  name: "List Modules",
  description: "Retrieves a list of all the modules available in your CRM account.",
  version: "0.0.2",
  type: "action",
  props: {
    zohoCrm,
  },
  async run({ $ }) {
    const response = await this.zohoCrm.listModules();
    $.export("$summary", "Successfully listed modules");
    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.

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 Modules with Zoho CRM API on New Form Submission from Formcarry API

Pipedream makes it easy to connect APIs for Zoho CRM, Formcarry 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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