New Event (Instant) with Zoho CRM API on Card Due Date Reminder from Trello API

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Card Due Date Reminder from the Trello API

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New Event (Instant) with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a Trello 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 Card Due Date Reminder trigger
1. Connect your Trello account
2. Connect your Trello account
3. Select a Board
4. Select a Time Before
Configure the New Event (Instant) action
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
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#

Card Due Date Reminder on Trello

Description:Emit new event at a specified time before a card is due.

Version:0.1.1

Key:trello-card-due-date-reminder

View on GitHub

Trello Overview#

Trello's API lets you craft workflows around managing boards, lists, cards, and users. With Pipedream, you can automate Trello tasks, like syncing cards with external databases, updating checklists, and posting notifications to other platforms. It enables seamless connection with other apps, fostering productivity by automating routine board operations, card management, and team notifications.

Trigger Code#

import taskScheduler from "../../../pipedream/sources/new-scheduled-tasks/new-scheduled-tasks.mjs";
import trello from "../../trello.app.mjs";
import ms from "ms";
import constants from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "trello-card-due-date-reminder",
  name: "Card Due Date Reminder", /* eslint-disable-line pipedream/source-name */
  description: "Emit new event at a specified time before a card is due.",
  version: "0.1.1",
  type: "source",
  dedupe: "unique",
  props: {
    pipedream: taskScheduler.props.pipedream,
    trello,
    db: "$.service.db",
    http: "$.interface.http",
    board: {
      propDefinition: [
        trello,
        "board",
      ],
    },
    timeBefore: {
      type: "string",
      label: "Time Before",
      description: "How far before the due time the event should trigger. For example, `5 minutes`, `10 minutes`, `1 hour`.",
      default: "5 minutes",
      options: constants.NOTIFICATION_TIMES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.timeBefore) {
      props.timer = {
        type: "$.interface.timer",
        description: "Poll the API to schedule alerts for any newly created events",
        default: {
          intervalSeconds: ms(this.timeBefore) / 1000,
        },
      };
    }
    return props;
  },
  hooks: {
    async deactivate() {
      const ids = this._getScheduledEventIds();
      if (!ids?.length) {
        return;
      }
      for (const id of ids) {
        if (await this.deleteEvent({
          body: {
            id,
          },
        })) {
          console.log("Cancelled scheduled event");
        }
      }
      this._setScheduledEventIds();
    },
  },
  methods: {
    ...taskScheduler.methods,
    generateMeta({
      id, name: summary,
    }, now) {
      return {
        id,
        summary,
        ts: now,
      };
    },
    _getScheduledEventIds() {
      return this.db.get("scheduledEventIds");
    },
    _setScheduledEventIds(ids) {
      this.db.set("scheduledEventIds", ids);
    },
    _getScheduledCardIds() {
      return this.db.get("scheduledCardIds");
    },
    _setScheduledCardIds(ids) {
      this.db.set("scheduledCardIds", ids);
    },
    _hasDeployed() {
      const result = this.db.get("hasDeployed");
      this.db.set("hasDeployed", true);
      return result;
    },
    emitEvent(card, now) {
      const meta = this.generateMeta(card, now);
      this.$emit(card, meta);
    },
  },
  async run(event) {
    const now = event.timestamp * 1000;

    // self subscribe only on the first time
    if (!this._hasDeployed()) {
      await this.selfSubscribe();
    }

    let scheduledEventIds = this._getScheduledEventIds() || [];

    // incoming scheduled event
    if (event.$channel === this.selfChannel()) {
      const remainingScheduledEventIds = scheduledEventIds.filter((id) => id !== event["$id"]);
      this._setScheduledEventIds(remainingScheduledEventIds);
      this.emitEvent(event, now);
      return;
    }

    // schedule new events
    const scheduledCardIds = this._getScheduledCardIds() || {};
    const cards = await this.trello.getCards({
      boardId: this.board,
    });

    for (const card of cards) {
      const dueDate = card.due
        ? new Date(card.due)
        : null;
      if (!dueDate || dueDate.getTime() < Date.now()) {
        delete scheduledCardIds[card.id];
        continue;
      }

      const later = new Date(dueDate.getTime() - ms(this.timeBefore));

      if (scheduledCardIds[card.id]) {
        // reschedule if card's due date has changed
        if (card.due !== scheduledCardIds[card.id].dueDate) {
          await this.deleteEvent({
            body: {
              id: scheduledCardIds[card.id].eventId,
            },
          });
          scheduledEventIds = scheduledEventIds
            .filter((id) => id !== scheduledCardIds[card.id].eventId);
        } else {
          continue;
        }
      }

      const scheduledEventId = this.emitScheduleEvent(card, later);
      scheduledEventIds.push(scheduledEventId);
      scheduledCardIds[card.id] = {
        eventId: scheduledEventId,
        dueDate: card.due,
      };
    }
    this._setScheduledEventIds(scheduledEventIds);
    this._setScheduledCardIds(scheduledCardIds);
  },
  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
Trello	`pipedream`	`app`	This component uses the Trello app.
Trello	`trello`	`app`	This component uses the Trello 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.
Board	`board`	`string`	Select a value from the drop down menu.
Time Before	`timeBefore`	`string`	Select a value from the drop down menu:`5 minutes10 minutes15 minutes30 minutes1 hour2 hours3 hours6 hours12 hours1 day2 days3 days1 week`

Trigger Authentication#

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

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

readwrite

About Trello#

Trello is the flexible work management tool that empowers all teams to plan, track, and accomplish their work, their way.

Action#

New Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

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 sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

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.
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.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.
Events	`events`	`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

New Event (Instant) with Zoho CRM API on Card Due Date Reminder from Trello API

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