List Objects with Zoho CRM API on New Submission from SurveyCTO API

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New Submission from the SurveyCTO 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 SurveyCTO 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 Submission trigger
1. Connect your SurveyCTO account
2. Configure timer
3. Select a Form ID
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 Submission on SurveyCTO

Description:Emit new event each time a new form submission is received in SurveyCTO. [See the documentation](https://support.surveycto.com/hc/en-us/articles/360033156894-REST-API-documentation). Note: The [role](https://docs.surveycto.com/04-monitoring-and-management/01-the-basics/00b.managing-user-roles.html) of the authenticated user must "Allow server API access".

Version:0.0.1

Key:surveycto-new-submission

View on GitHub

SurveyCTO Overview#

The SurveyCTO API enables automated interactions with SurveyCTO services, a platform focusing on data collection and organization for research and survey projects. With this API, you can seamlessly retrieve, push, and manage survey data. Integrating SurveyCTO with Pipedream opens a realm of possibilities for automating data workflows, such as triggering actions based on new survey submissions, syncing collected data with other databases or apps, or even automating reports and notifications.

Trigger Code#

import surveycto from "../../surveycto.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import sampleEmit from "./test-event.mjs";

export default {
  key: "surveycto-new-submission",
  name: "New Submission",
  description: "Emit new event each time a new form submission is received in SurveyCTO. [See the documentation](https://support.surveycto.com/hc/en-us/articles/360033156894-REST-API-documentation). Note: The [role](https://docs.surveycto.com/04-monitoring-and-management/01-the-basics/00b.managing-user-roles.html) of the authenticated user must \"Allow server API access\".",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    surveycto,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    formId: {
      propDefinition: [
        surveycto,
        "formId",
      ],
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(submission) {
      return {
        id: submission.KEY,
        summary: `New Submission ${submission.KEY}`,
        ts: Date.parse(submission.SubmissionDate),
      };
    },
  },
  async run() {
    const lastTs = this._getLastTs();
    let maxTs = lastTs;
    const submissions = await this.surveycto.listSubmissions({
      formId: this.formId,
      params: {
        date: lastTs,
      },
    });
    for (const submission of submissions) {
      const ts = Date.parse(submission.SubmissionDate);
      if (ts > lastTs) {
        const meta = this.generateMeta(submission); console.log(meta);
        this.$emit(submission, meta);
        if (ts > maxTs) {
          maxTs = ts;
        }
      }
    }
    this._setLastTs(maxTs);
  },
  sampleEmit,
};

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
SurveyCTO	`surveycto`	`app`	This component uses the SurveyCTO app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Form ID	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

SurveyCTO requires their users enter their SurveyCTO email and password in order to connect to their API. For more info, refer to SurveyCTO, documentation.

In addition, you need to enable API Access in order to connect successfully.

On SurveyCTO Web UI, access Configure tab.
On the Configure tab, scroll down to User roles and permissions section.
Under Administrator (full access, plus subscription management) role, click Edit, then check Allow server API access.

About SurveyCTO#

SurveyCTO is the most reliable, secure, and scalable mobile data collection platform for researchers and professionals working in offline settings.

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

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

More Ways to Connect Zoho CRM + SurveyCTO#

Other Popular Integrations#

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List Objects with Zoho CRM API on New Submission from SurveyCTO API

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