← Zoho CRM + Discord Webhook integrations

Send Message (Advanced) with Discord Webhook API on New Contact (Instant) from Zoho CRM API

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New Contact (Instant) from the Zoho CRM API
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Send Message (Advanced) with the Discord Webhook API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Discord Webhook 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 Contact (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Send Message (Advanced) action
    1. Connect your Discord Webhook account
    2. Optional- Configure Message
    3. Optional- Configure Thread ID
    4. Optional- Configure Username
    5. Optional- Configure Avatar URL
    6. Optional- Configure Include link to workflow
    7. Optional- Configure Embeds
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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 contact is created in Zoho CRM
Version:0.0.8
Key:zoho_crm-new-contact

Trigger Code

import common from "../common/http-based/predefined-module.mjs";
import crudOps from "../common/http-based/crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.8",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    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.
LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
N/Ahttp$.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

Customer Relationship Management

Action

Description:Send a simple or structured message (using embeds) to a Discord channel
Version:0.3.1
Key:discord_webhook-send-message-advanced

Discord Webhook Overview

With Discord's Webhook API, you can create applications that send messages to
Discord channels automatically. For example, you could create a bot that sends
a message to a channel every time a new blog post is published, or a message to
a channel when someone joins your Discord server.

Here are some ideas for what you could build using the Discord Webhook API:

  • A bot that sends a message to a channel when a new blog post is published
  • A bot that sends a message to a channel when someone joins your Discord
    server
  • A bot that sends a message to a channel when a new product is added to your
    online store

Action Code

import common from "../send-message-common.mjs";

export default {
  ...common,
  key: "discord_webhook-send-message-advanced",
  name: "Send Message (Advanced)",
  description: "Send a simple or structured message (using embeds) to a Discord channel",
  version: "0.3.1",
  type: "action",
  props: {
    ...common.props,
    message: {
      propDefinition: [
        common.props.discordWebhook,
        "message",
      ],
      optional: true,
    },
    embeds: {
      propDefinition: [
        common.props.discordWebhook,
        "embeds",
      ],
    },
  },
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      embeds,
    } = this;

    if (!message && !embeds) {
      throw new Error("This action requires at least 1 message OR embeds object. Please enter one or the other above.");
    }

    try {
      // No interesting data is returned from Discord
      await this.discordWebhook.sendMessage({
        avatarURL,
        threadID,
        username,
        embeds,
        content: includeSentViaPipedream
          ? this.appendPipedreamText(message ?? "")
          : message,
      });
      $.export("$summary", "Message sent successfully");
    } catch (err) {
      const unsentMessage = this.getUserInputProps();
      $.export("unsent", unsentMessage);
      throw err;
    }
  },
};

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
Discord WebhookdiscordWebhookappThis component uses the Discord Webhook app.
Messagemessagestring

Enter a simple message up to 2000 characters. This is the most commonly used field. However, it's optional if you pass embed content.

Thread IDthreadIDstring

If provided, the message will be posted to this thread

Usernameusernamestring

Overrides the current username of the webhook

Avatar URLavatarURLstring

If used, it overrides the default avatar of the webhook. Note: Consecutive posts by the same username within 10 minutes of each other will not display updated avatar.

Include link to workflowincludeSentViaPipedreamboolean

Defaults to true, includes a link to this workflow at the end of your Discord message.

Embedsembedsany

Optionally pass an array of embed objects. E.g., {{ [{"description":"Use markdown including *Italic* **bold** __underline__ ~~strikeout~~ [hyperlink](https://google.com) `code`"}] }}. To pass data from another step, enter a reference using double curly brackets (e.g., {{steps.mydata.$return_value}}).
Tip: Construct the embeds array in a Node.js code step, return it, and then pass the return value to this step.

Action Authentication

Discord Webhook uses OAuth authentication. When you connect your Discord Webhook account, Pipedream will open a popup window where you can sign into Discord Webhook and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Discord Webhook API.

Pipedream requests the following authorization scopes when you connect your account:

webhook.incomingemailidentify

About Discord Webhook

Use this app to send messages to a channel using Discord's incoming webhooks

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