← Zoho Creator + Twilio integrations

Make a Phone Call with Twilio API on New or Updated Record from Zoho Creator API

Pipedream makes it easy to connect APIs for Twilio, Zoho Creator and 2,000+ other apps remarkably fast.

Trigger workflow on
New or Updated Record from the Zoho Creator API
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Make a Phone Call with the Twilio API
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Getting Started

This integration creates a workflow with a Zoho Creator trigger and Twilio 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 or Updated Record trigger
    1. Connect your Zoho Creator account
    2. Configure Polling interval
    3. Select a Application
    4. Select a Report
  3. Configure the Make a Phone Call action
    1. Connect your Twilio account
    2. Select a From
    3. Configure To
    4. Configure Text
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new or updated records in a report. The `Modified Time` field must be added as **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.
Version:0.0.2
Key:zoho_creator-new-or-updated-record

Zoho Creator Overview

The Zoho Creator API lets you build powerful applications and custom components
quickly, easily, and securely. It's a platform designed to let you quickly
develop custom components and applications, without having to worry about
server-side code or hosting. You can use it to create your own integrated
applications and custom components, and to securely incorporate them into your
existing business applications.

Using the Zoho Creator API, you can create:

  • Custom business applications, such as helpdesks, invoicing, or asset
    management
  • Custom single-page web apps
  • AutonDBS integration
  • Business rules and trigger-based automation
  • Data-driven user interfaces
  • Reporting and data visualizations
  • Custom integrations and plugins
  • Custom API endpoints
  • Third-party API integration
  • Desktop and mobile app support

Trigger Code

import common from "../common.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../constants.mjs";

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-or-updated-record",
  description: toSingleLineString(`
    Emit new or updated records in a report. The \`Modified Time\` field must be added as
    **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in
    the dropdown below. See [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New or Updated Record",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Modified Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      const id = JSON.stringify(record);
      return {
        id,
        summary: id,
        ts: Date.parse(record[constants.MODIFIED_TIME_FIELD]),
      };
    },
    validateRecord(record) {
      if (!record[constants.MODIFIED_TIME_FIELD]) {
        throw new Error("Record is missing the \"Modified Time\" field. Add the \"Modified Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.MODIFIED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastModifiedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        modifiedTime: lastModifiedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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
Zoho CreatorzohoCreatorappThis component uses the Zoho Creator app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

How often to poll the Zoho Creator API for resources

ApplicationappLinkNamestringSelect a value from the drop down menu.
ReportreportLinkNamestringSelect a value from the drop down menu.

Trigger Authentication

Zoho Creator uses OAuth authentication. When you connect your Zoho Creator account, Pipedream will open a popup window where you can sign into Zoho Creator 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 Creator API.

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator

Low-code platform

Action

Description:Make a phone call, passing text that Twilio will speak to the recipient of the call. [See the docs](https://www.twilio.com/docs/voice/api/call-resource#create-a-call-resource) for more information
Version:0.1.3
Key:twilio-make-phone-call

Twilio Overview

With the Twilio API, you can build telephone applications that make and receive
phone calls, as well astext messaging applications that send and receive text
messages.

Some examples of applications you could build include:

  • A phone call application that allows you to make and receive phone calls over
    the internet
  • A text messaging application that allows you to send and receive text
    messages over the internet
  • A voicemail application that allows you to leave and receive voicemails over
    the internet

Action Code

import { phone } from "phone";
import twilio from "../../twilio.app.mjs";
import { callToString } from "../../common/utils.mjs";

export default {
  key: "twilio-make-phone-call",
  name: "Make a Phone Call",
  description: "Make a phone call, passing text that Twilio will speak to the recipient of the call. [See the docs](https://www.twilio.com/docs/voice/api/call-resource#create-a-call-resource) for more information",
  version: "0.1.3",
  type: "action",
  props: {
    twilio,
    from: {
      propDefinition: [
        twilio,
        "from",
      ],
    },
    to: {
      propDefinition: [
        twilio,
        "to",
      ],
    },
    text: {
      label: "Text",
      type: "string",
      description: "The text you'd like Twilio to speak to the user when they pick up the phone.",
    },
  },
  async run({ $ }) {
    // Parse the given number into its E.164 equivalent
    // The E.164 phone number will be included in the first element
    // of the array, but the array will be empty if parsing fails.
    // See https://www.npmjs.com/package/phone
    const toParsed = phone(this.to);
    console.log(toParsed);
    if (!toParsed || !toParsed.phoneNumber) {
      throw new Error(`Phone number ${this.to} could not be parsed as a valid number.`);
    }

    const fromParsed = phone(this.from);
    if (!fromParsed || !fromParsed.phoneNumber) {
      throw new Error(`Phone number ${this.from} could not be parsed as a valid number.`);
    }

    const data = {
      to: toParsed.phoneNumber,
      from: fromParsed.phoneNumber,
      twiml: `<Response><Say>${this.text}</Say></Response>`,
    };

    const resp = await this.twilio.getClient().calls.create(data);
    $.export("$summary", `Successfully made a new phone call, "${callToString(resp)}"`);
    return resp;
  },
};

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
TwiliotwilioappThis component uses the Twilio app.
FromfromstringSelect a value from the drop down menu.
Totostring

The destination phone number in E.164 format. Format with a + and country code (e.g., +16175551212).

Texttextstring

The text you'd like Twilio to speak to the user when they pick up the phone.

Action Authentication

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

To connect your Twilio account to Pipedream,

API Key and API Key SID

First, create an API key in Twilio.

  • There are three types of keys: Main, Standard, and Restricted. You'll need a Main key to interact with certain API endpoints, like /Accounts.
  • If you don't need to interact with those endpoints, you can use a Standard or Restricted key.

After creating your key, you'll see fields for Sid and Secret. Enter those in the fields below.

Account SID and Auth Token

Visit your Twilio Dashboard. You'll see your Account SID and Auth Token under Account info.

About Twilio

Twilio is a cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale.

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