← Discord + Zoho CRM integrations

New Event (Instant) with Zoho CRM API on New Message (Instant) from Discord API

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New Message (Instant) from the Discord 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 Discord trigger and Zoho CRM 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 Message (Instant) trigger
    1. Connect your Discord account
    2. Configure Channels
    3. Configure discordApphook
  3. Configure the New Event (Instant) action
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select one or more Events
  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 event for each message posted to one or more channels in a Discord server
Version:1.0.3
Key:discord-new-message

Discord Overview

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  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.
LabelPropTypeDescription
DiscorddiscordappThis component uses the Discord app.
Channelschannels$.discord.channel[]

Select the channel(s) you'd like to be notified for

discordApphook$.interface.apphook

Trigger Authentication

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

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

botemailidentifyguilds

About Discord

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action

Description:Emit new custom events from Zoho CRM
Version:0.0.15
Key:zoho_crm-new-event

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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.

Eventseventsstring[]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

About Zoho CRM

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

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