Run Tool with Relevance AI API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Relevance AI, Zoho CRM and 2,000+ other apps remarkably fast.

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New Lead (Instant) from the Zoho CRM API

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Run Tool with the Relevance AI API

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Getting Started#

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

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Run Tool action
1. Connect your Relevance AI account
2. Select a Tool ID
3. Configure Parameters
4. Configure Timeout
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 Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-lead

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-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    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#

Run Tool on Relevance AI

Description:Executes a specific tool within Relevance AI and waits for a response for up to 60 seconds. [See the documentation](https://relevanceai.com/docs/build-custom-tools/create-a-tool)

Version:0.0.1

Key:relevance_ai-run-tool

View on GitHub

Relevance AI Overview#

Relevance AI is a powerful tool for handling complex data operations like clustering, vector search, and data visualization. On Pipedream, you can use the Relevance AI API to automate data enrichment, analysis, and integration tasks. This integration opens up possibilities for dynamic data workflows, enabling real-time data processing and insights generation across various platforms.

Action Code#

import { sleep } from "../../common/utils.mjs";
import relevanceAI from "../../relevance_ai.app.mjs";

export default {
  key: "relevance_ai-run-tool",
  name: "Run Tool",
  description: "Executes a specific tool within Relevance AI and waits for a response for up to 60 seconds. [See the documentation](https://relevanceai.com/docs/build-custom-tools/create-a-tool)",
  version: "0.0.1",
  type: "action",
  props: {
    relevanceAI,
    toolId: {
      propDefinition: [
        relevanceAI,
        "toolId",
      ],
    },
    parameters: {
      type: "object",
      label: "Parameters",
      description: "The parameters for the tool execution.",
    },
    timeout: {
      type: "integer",
      label: "Timeout",
      description: "The time to wait for a response from the tool execution, in seconds.",
      default: 60,
      max: 60,
      min: 1,
    },
  },
  async run({ $ }) {
    const response = await this.relevanceAI.executeTool({
      $,
      toolId: this.toolId,
      data: {
        params: this.parameters,
      },
    });

    const jobId = response.job_id;
    let toolOutput = {};
    let cont = true;
    let timeLimit = 0;

    do {
      timeLimit += 5;
      await sleep(5000);
      const jobStatus = await this.relevanceAI.getJobStatus({
        $,
        jobId,
        toolId: this.toolId,
      });
      if (jobStatus.type === "complete") {
        toolOutput = jobStatus.updates[0].output.output;
        cont = false;
      }
    } while (cont && (timeLimit <= this.timeout));

    $.export("$summary", `Successfully executed tool with ID ${this.toolId}`);
    return toolOutput;
  },
};

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
Relevance AI	`relevanceAI`	`app`	This component uses the Relevance AI app.
Tool ID	`toolId`	`string`	Select a value from the drop down menu.
Parameters	`parameters`	`object`	The parameters for the tool execution.
Timeout	`timeout`	`integer`	The time to wait for a response from the tool execution, in seconds.

Action Authentication#

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

To retrieve your Region, Project and API Key,

Navigate to your Relevance AI account and sign in
Go to “Account” > “Integrations”
Scroll down to the bottom of the page up to “Relevance API keys”

Run Tool with Relevance AI API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Relevance AI, Zoho CRM and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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