List Objects with Zoho CRM API on New Document Created (Instant) from Google Docs API

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New Document Created (Instant) from the Google Docs API

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List Objects with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a Google Docs 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 Document Created (Instant) trigger
1. Connect your Google Docs account
2. Configure Push notification renewal schedule
3. Optional- Select one or more Folder
Configure the List Objects action
1. Connect your Zoho CRM account
2. Select a Module
3. Optional- Configure Fields
4. Optional- Configure IDs
5. Optional- Select a Sort Order
6. Optional- Configure Sort By
7. Optional- Select a Converted
8. Optional- Select a Approved
9. Optional- Configure Page
10. Optional- Configure Per Page
11. Optional- Configure Custom View ID
12. Optional- Configure Territory ID
13. Optional- Configure Include Child
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 Document Created (Instant) on Google Docs

Description:Emit new event when a new document is created in Google Docs. [See the documentation](https://developers.google.com/drive/api/reference/rest/v3/changes/watch)

Version:0.0.1

Key:google_docs-new-document-created

View on GitHub

Google Docs Overview#

The Google Docs API allows you to create, read, and update Google Docs programmatically, enabling a wide range of automations and integrations with other apps and services. With Pipedream, you can harness this API to craft custom serverless workflows that trigger on various events, like form submissions, emails, or scheduled times, and perform actions like updating a document, extracting content, or even generating templated reports.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "google_docs-new-document-created",
  name: "New Document Created (Instant)",
  description: "Emit new event when a new document is created in Google Docs. [See the documentation](https://developers.google.com/drive/api/reference/rest/v3/changes/watch)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    generateMeta(doc) {
      return {
        id: doc.documentId,
        summary: `New Document: ${doc.documentId}`,
        ts: Date.now(),
      };
    },
    async processChanges() {
      const lastFileCreatedTime = this._getLastFileCreatedTime();
      const timeString = new Date(lastFileCreatedTime).toISOString();

      const args = this.getListFilesOpts({
        q: `mimeType != "application/vnd.google-apps.folder" and createdTime > "${timeString}" and trashed = false`,
        orderBy: "createdTime desc",
        fields: "*",
      });

      const { files } = await this.googleDrive.listFilesInPage(null, args);
      if (!files?.length) {
        return;
      }
      await this.emitFiles(files);
      this._setLastFileCreatedTime(Date.parse(files[0].createdTime));
    },
  },
};

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
Google Docs	`googleDrive`	`app`	This component uses the Google Docs app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Push notification renewal schedule	`timer`	`$.interface.timer`	The Google Drive API requires occasional renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.
Folder	`folders`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

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

https://www.googleapis.com/auth/drive

About Google Docs#

Use Google Docs to create, edit and collaborate on online documents.

Action#

List Objects on Zoho CRM

Description:Gets the list of available records from a module.

Version:0.2.1

Key:zoho_crm-list-objects

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-objects",
  name: "List Objects",
  description: "Gets the list of available records from a module.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    fields: {
      type: "string",
      label: "Fields",
      description: "To retrieve specific field values. Comma separated field API names.",
      optional: true,
    },
    ids: {
      type: "string",
      label: "IDs",
      description: "To retrieve specific records based on their unique ID.",
      optional: true,
    },
    sortOrder: {
      type: "string",
      label: "Sort Order",
      description: "To sort the list of records in either ascending or descending order.",
      optional: true,
      options: [
        "asc",
        "desc",
      ],
    },
    sortBy: {
      type: "string",
      label: "Sort By",
      description: "Specify the API name of the field based on which the records must be sorted.",
      optional: true,
    },
    converted: {
      type: "string",
      label: "Converted",
      description: "To retrieve the list of converted records.",
      optional: true,
      options: [
        "false",
        "true",
        "both",
      ],
    },
    approved: {
      type: "string",
      label: "Approved",
      description: "To retrieve the list of approved records.",
      optional: true,
      options: [
        "false",
        "true",
        "both",
      ],
    },
    page: {
      type: "string",
      label: "Page",
      description: "To get the list of records from the respective pages.",
      optional: true,
    },
    perPage: {
      type: "string",
      label: "Per Page",
      description: "To get the list of records available per page.",
      optional: true,
    },
    cvId: {
      type: "string",
      label: "Custom View ID",
      description: "To get the list of records in a custom view.",
      optional: true,
    },
    territoryId: {
      type: "string",
      label: "Territory ID",
      description: "To get the list of records in a territory.",
      optional: true,
    },
    includeChild: {
      type: "boolean",
      label: "Include Child",
      description: "To include records from the child territories",
      optional: true,
    },
  },
  async run({ $ }) {
    const params = {
      fields: this.fields,
      ids: this.ids,
      sort_order: this.sortOrder,
      sort_by: this.sortBy,
      converted: this.converted,
      approved: this.approved,
      page: this.page,
      per_page: this.perPage,
      cvid: this.cvId,
      territory_id: this.territoryId,
      include_child: this.includeChild,
    };
    const response = await this.zohoCrm.listRecords(this.module, this.page, params, $);
    $.export("$summary", "Successfully listed objects");
    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.
Fields	`fields`	`string`	To retrieve specific field values. Comma separated field API names.
IDs	`ids`	`string`	To retrieve specific records based on their unique ID.
Sort Order	`sortOrder`	`string`	Select a value from the drop down menu:`ascdesc`
Sort By	`sortBy`	`string`	Specify the API name of the field based on which the records must be sorted.
Converted	`converted`	`string`	Select a value from the drop down menu:`falsetrueboth`
Approved	`approved`	`string`	Select a value from the drop down menu:`falsetrueboth`
Page	`page`	`string`	To get the list of records from the respective pages.
Per Page	`perPage`	`string`	To get the list of records available per page.
Custom View ID	`cvId`	`string`	To get the list of records in a custom view.
Territory ID	`territoryId`	`string`	To get the list of records in a territory.
Include Child	`includeChild`	`boolean`	To include records from the child territories

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 Objects with Zoho CRM API on New Document Created (Instant) from Google Docs API

Pipedream makes it easy to connect APIs for Zoho CRM, Google Docs 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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