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

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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.

Select this integration
Configure the New Submission Received trigger
1. Connect your Basin account
2. Configure timer
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 Submission Received on Basin

Description:Emit new event on each new form submission received.

Version:0.0.1

Key:basin-new-submission-received

View on GitHub

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.

Label	Prop	Type	Description
Basin	`basin`	`app`	This component uses the Basin app.
N/A	`db`	`$.service.db`	This component uses `$.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#

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

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

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