← Basin + Zoho CRM integrations

Search Objects with Zoho CRM API on New Submission Received from Basin API

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Trigger workflow on
New Submission Received from the Basin 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 Basin 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 Submission Received trigger
    1. Connect your Basin account
    2. Configure timer
  3. Configure the Search Objects action
    1. Connect your Zoho CRM account
    2. Select a Module
    3. Configure Criteria
  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 on each new form submission received.
Version:0.0.1
Key:basin-new-submission-received

Basin Overview

The Basin API provides a powerful platform for automating form submissions, gathering feedback, and conducting surveys with ease. By leveraging the Pipedream's serverless execution model, you can trigger workflows in response to new form submissions, process and analyze the data, and take action in countless other apps. Whether you're routing form data to a CRM, generating support tickets, or synthesizing customer insights, Basin on Pipedream simplifies these tasks with its event-driven architecture and seamless integrations.

Trigger Code

import basin from "../../basin.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Submission Received",
  version: "0.0.1",
  key: "basin-new-submission-received",
  description: "Emit new event on each new form submission received.",
  type: "source",
  dedupe: "unique",
  props: {
    basin,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    emitEvent(data) {
      this.$emit(data, {
        id: data.id,
        summary: `New submission received with ID ${data.id}`,
        ts: Date.parse(data.created_at),
      });
    },
    _setLastSyncDate(date) {
      this.db.set("lastSyncDate", date);
    },
    _getLastSyncDate() {
      return this.db.get("lastSyncDate");
    },
  },
  hooks: {
    async deploy() {
      const { submissions } = await this.basin.getSubmissions();

      submissions.slice(0, 10).reverse()
        .forEach(this.emitEvent);
    },
  },
  async run() {
    const lastSyncDate = this._getLastSyncDate() ?? (new Date).getTime();
    this._setLastSyncDate((new Date).getTime());

    let page = 1;

    while (true) {
      const { submissions } = await this.basin.getSubmissions({
        params: {
          page,
        },
      });

      submissions
        .filter((submission) => Date.parse(submission.created_at) > lastSyncDate)
        .reverse()
        .forEach(this.emitEvent);

      if (submissions.length < 100) {
        break;
      }

      page++;
    }
  },
};

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
BasinbasinappThis component uses the Basin app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

Go to the Dashboard for your form and then select the 'Integrations' tab. Each form has it's own API key.

About Basin

Deploy a powerful, easy-to-configure form backend without writing a single line of server side code.

Action

Description:Retrieves the records that match your search criteria.
Version:0.2.1
Key:zoho_crm-search-objects

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
ModulemodulestringSelect a value from the drop down menu.
Criteriacriteriastring

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.

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