New Idea with Stormboard API on New Contact (Instant) from Zoho CRM API

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New Contact (Instant) from the Zoho CRM API

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New Idea with the Stormboard API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Stormboard action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the New Idea action
1. Connect your Stormboard account
2. Select a Storm Id
3. Optional- Select a Type
4. Configure Data
5. Configure Name
6. Optional- Select a Color
7. Optional- Select a Shape
8. Configure X
9. Configure Y
10. Optional- Configure Lock
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 Contact (Instant) on Zoho CRM

Description:Emits an event each time a new contact is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-contact

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.

Trigger Code#

import common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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
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.

Trigger 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.

Action#

New Idea on Stormboard

Description:Creates a new idea. [See the docs here](https://api.stormboard.com/docs)

Version:0.0.1

Key:stormboard-new-idea

View on GitHub

Stormboard Overview#

Stormboard is a digital workspace designed for interactive planning and collaboration. Leveraging its API on Pipedream, you can automate workflows to streamline idea management and decision-making processes. Create, update, and manage ideas captured in Stormboard in real-time, and sync them with other business tools for enhanced productivity.

Action Code#

import app from "../../stormboard.app.mjs";
import options from "../common/options.mjs";

export default {
  type: "action",
  key: "stormboard-new-idea",
  version: "0.0.1",
  name: "New Idea",
  description: "Creates a new idea. [See the docs here](https://api.stormboard.com/docs)",
  props: {
    app,
    stormId: {
      propDefinition: [
        app,
        "stormId",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "The type of your idea. Defaults to `text`",
      optional: true,
      options: options.IDEA_TYPE_OPTIONS,
    },
    data: {
      type: "string",
      label: "Data",
      description: "Text, video URL, image data, document data. Image and document data must be base64 format.",
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of video, whiteboard, image, or document. Images and documents should include file extension.",
    },
    color: {
      type: "string",
      label: "Color",
      description: "Color of the idea. Defaults to `yellow`",
      optional: true,
      options: options.IDEA_COLOR_OPTIONS,
    },
    shape: {
      type: "string",
      label: "Shape",
      description: "Shape of the idea. Defaults to `standard`",
      optional: true,
      options: options.IDEA_SHAPE_OPTIONS,
    },
    x: {
      type: "integer",
      label: "X",
      description: "X coordinate of the idea.",
    },
    y: {
      type: "integer",
      label: "Y",
      description: "Y coordinate of the idea.",
    },
    lock: {
      type: "boolean",
      label: "Lock",
      description: "Lock the idea. Defaults to `false`",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      stormid: this.stormId,
      type: this.type,
      data: this.data,
      name: this.name,
      color: this.color,
      shape: this.shape,
      x: this.x,
      y: this.y,
      lock: this.lock
        ? 1
        : 0,
    };
    const res = await this.app.createIdea(data);
    $.export("$summary", "Idea successfully created");
    return res;
  },
};

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
Stormboard	`app`	`app`	This component uses the Stormboard app.
Storm Id	`stormId`	`string`	Select a value from the drop down menu.
Type	`type`	`string`	Select a value from the drop down menu:`textindexcardimagevideodocumentwhiteboard`
Data	`data`	`string`	Text, video URL, image data, document data. Image and document data must be base64 format.
Name	`name`	`string`	Name of video, whiteboard, image, or document. Images and documents should include file extension.
Color	`color`	`string`	Select a value from the drop down menu:`yellowpinkgreenbluepurplegreyredsilverorange`
Shape	`shape`	`string`	Select a value from the drop down menu:`gemhexagonoctagonsquaretitletriangle`
X	`x`	`integer`	X coordinate of the idea.
Y	`y`	`integer`	Y coordinate of the idea.
Lock	`lock`	`boolean`	Lock the idea. Defaults to `false`

New Idea with Stormboard API on New Contact (Instant) from Zoho CRM API

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