← Zoho CRM + Databox integrations

Send Custom Data with Databox API on New or Updated Lead (Instant) from Zoho CRM API

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New or Updated Lead (Instant) from the Zoho CRM API
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Send Custom Data with the Databox API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Databox 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 or Updated Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Send Custom Data action
    1. Connect your Databox account
    2. Select a Metric Key
    3. Configure Value
  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:Emits an event each time a new lead is created or updated in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-or-updated-lead

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-or-updated-lead",
  name: "New or Updated Lead (Instant)",
  description: "Emits an event each time a new lead is created or updated in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
        crudOps.editOpData(),
      ];
    },
  },
};

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
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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

Description:Sends custom data. [See docs here](https://developers.databox.com/send-data/)
Version:0.0.1
Key:databox-send-custom-data

Databox Overview

The Databox API enables you to create custom dashboards, integrating various data sources to track performance metrics in real-time. With Pipedream, you can leverage this API to automate the flow of data between Databox and other applications, creating bespoke monitoring solutions and data-driven workflows that save time and enhance insights.

Action Code

import databox from "../../databox.app.mjs";

export default {
  name: "Send Custom Data",
  version: "0.0.1",
  key: "databox-send-custom-data",
  description: "Sends custom data. [See docs here](https://developers.databox.com/send-data/)",
  type: "action",
  props: {
    databox,
    metricKey: {
      propDefinition: [
        databox,
        "metricKey",
      ],
    },
    value: {
      label: "Value",
      description: "The value to insert on metric",
      type: "integer",
    },
  },
  async run({ $ }) {
    const response = await this.databox.sendCustomData({
      key: this.metricKey,
      value: this.value,
      date: new Date(),
    });

    if (response.status !== "OK") {
      throw new Error(response.message);
    }

    $.export("$summary", `Successfully pushed data with id ${response.id}`);

    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
DataboxdataboxappThis component uses the Databox app.
Metric KeymetricKeystringSelect a value from the drop down menu.
Valuevalueinteger

The value to insert on metric

Action Authentication

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

Refer to the Databox documentation to create your token and get started.

About Databox

Connect your data from any tool and track it from any device. No more logging into dozens of different tools to understand performance — now you and your team can easily connect your data, build and share reports, monitor trends, and discover insights.

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