Search Objects with Zoho CRM API on New Direct Message from Slack Bot API

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Trigger workflow on

New Direct Message from the Slack Bot API

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Search Objects with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a Slack Bot 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 New Direct Message trigger
1. Connect your Slack Bot account
2. Configure Polling schedule
3. Select a User Channel
Configure the Search Objects action
1. Connect your Zoho CRM account
2. Select a Module
3. Configure Criteria
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 Direct Message on Slack Bot

Description:Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.

Version:0.0.4

Key:slack_bot-new-direct-message

View on GitHub

Slack Bot Overview#

The Slack Bot API allows you to build rich, interactive bots for Slack workspaces. These bots can respond to messages, post updates, and interact with users in various ways. With the Slack Bot API on Pipedream, developers can create automated workflows that trigger on specific events in Slack, such as new messages or reactions, and then perform defined actions, like sending data to other apps or processing the information within Pipedream's serverless platform. This tight integration with Pipedream enables both simple and complex automations, leveraging Pipedream's ability to connect with numerous apps and its powerful built-in code steps.

Trigger Code#

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

export default {
  ...common,
  key: "slack_bot-new-direct-message",
  name: "New Direct Message",
  version: "0.0.4",
  description: "Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action \"Send a Direct Message\" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    channelId: {
      propDefinition: [
        common.props.app,
        "channelId",
        () => ({
          types: [
            constants.CHANNEL_TYPE.IM,
          ],
        }),
      ],
      label: "User Channel",
      description: `Events will only be emitted for direct messages between this user and the Bot. ${utils.CONVERSATION_PERMISSION_MESSAGE}`,
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return constants.RESOURCE_NAME.MESSAGES;
    },
    getResourceFn() {
      return this.app.conversationsHistory;
    },
    getResourceFnArgs() {
      return {
        channel: this.channelId,
        limit: constants.LIMIT,
        oldest: this.getLastTimestamp(),
        inclusive: false,
      };
    },
    generateMeta(resource) {
      return {
        id: resource.ts,
        ts: resource.ts,
        summary: `New Message Timestamp ${resource.ts}`,
      };
    },
  },
};

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
Slack Bot	`app`	`app`	This component uses the Slack Bot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Slack API
User Channel	`channelId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

In the settings for your Slack app, visit the OAuth & Permissions section on the left. You'll see a token labeled Bot User OAuth Access Token. Copy and paste that below.

See Slack's docs on Bot User Tokens for more info.

About Slack Bot#

Interact with Slack with your own bot user

Action#

Search Objects on Zoho CRM

Description:Retrieves the records that match your search criteria.

Version:0.2.1

Key:zoho_crm-search-objects

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 zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-search-objects",
  name: "Search Objects",
  description: "Retrieves the records that match your search criteria.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    criteria: {
      type: "string",
      label: "Criteria",
      description: "Performs search by this criteria.",
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.searchObjects(this.module, this.criteria, $);
    $.export("$summary", "Search done");
    return response;
  },
};

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.
Module	`module`	`string`	Select a value from the drop down menu.
Criteria	`criteria`	`string`	Performs search by this criteria.

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.

More Ways to Connect Zoho CRM + Slack Bot#

Other Popular Integrations#

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Pipedream makes it easy to connect APIs for Zoho CRM, Slack Bot 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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