Send Message (Advanced) with Discord API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Discord, Zoho CRM and 2,000+ other apps remarkably fast.

Trigger workflow on

New or Updated Lead (Instant) from the Zoho CRM API

Next, do this

Send Message (Advanced) with the Discord API

No credit card required

▶

Watch us build a workflow

4 min

Watch now ➜

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Discord action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New or Updated Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Send Message (Advanced) action
1. Connect your Discord account
2. Configure channel
3. Optional- Configure Message
4. Optional- Configure Thread ID
5. Optional- Configure Username
6. Optional- Configure Avatar URL
7. Optional- Configure Include link to workflow
8. Optional- Configure Suppress notifications
9. Optional- Configure Embeds
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 or Updated Lead (Instant) on Zoho CRM

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

View on GitHub

Zoho CRM Overview#

Zoho CRM API is a powerful and versatile tool to create business applications.
It provides an easy to use platform for developers to create customer-facing
applications for businesses of all sizes. With the Zoho CRM API, developers can
create applications for sales, marketing, customer support, and even financial
data management.

The Zoho CRM API provides access to a comprehensive set of features that allow
developers to build efficient, reliable and intuitive business solutions. These
features include:

Customer Relationship Management (CRM)
Automation Tools
Reporting and Analytics
Customization and Deployment

Here are some examples of what developers can build using the Zoho CRM API:

Automate customer interactions and manage customer relationship workflows
Send targeted emails based on customer segmentation or customer behavior
Leverage the reporting and analytics capabilities of the Zoho CRM to gain
insights into customer data
Create dynamic dashboards and reports to better understand customer
engagement and performance
Develop customer relationship management apps to capture customer information
and interact with customers
Integrate the Zoho CRM with external applications and services to build
comprehensive customer-facing applications.

Getting Started

First, sign up for Pipedream at https://pipedream.com.
Create a new workflow.
Select a trigger for your workflow (for example, HTTP or Cron).
Add a new step and search for "Zoho CRM". This will display actions associated with the Zoho CRM app. You can choose to either "Run Node.js code with Zoho CRM" or select one of the prebuilt actions for performing common API operations.
Once you've added a step, press the Connect Zoho CRM button near the top. If this is your first time authorizing Pipedream's access to your Zoho CRM account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho CRM account via Pipedream, pressing Connect Zoho CRM will list any existing accounts you've linked.

Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.

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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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 Timer	`timer`	`$.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#

Send Message (Advanced) on Discord

Description:Send a simple or structured message (using embeds) to a Discord channel

Version:1.0.2

Key:discord-send-message-advanced

View on GitHub

Discord Overview#

The Pipedream Discord app enables you to build event-driven workflows that interact with the Discord API. When you authorize the Pipedream app's access to your guilds, you can use Pipedream workflows to perform common Discord actions, or write your own code against the Discord API.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "discord-send-message-advanced",
  name: "Send Message (Advanced)",
  description: "Send a simple or structured message (using embeds) to a Discord channel",
  version: "1.0.2",
  type: "action",
  props: {
    ...common.props,
    message: {
      propDefinition: [
        common.props.discord,
        "message",
      ],
      optional: true,
    },
    embeds: {
      propDefinition: [
        common.props.discord,
        "embeds",
      ],
    },
  },
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      suppressNotifications,
      embeds: embedsProp,
    } = this;
    const embeds = embedsProp;

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

    let content = message;
    if (includeSentViaPipedream) {
      if (embeds?.length) {
        embeds.push({
          "color": 16777215,
          "description": this.getSentViaPipedreamText(),
        });
      } else {
        content = this.appendPipedreamText(message ?? "");
      }
    }

    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        flags: this.getMessageFlags(suppressNotifications),
        embeds,
        content,
      }, {
        thread_id: threadID,
      });
      $.export("$summary", "Message sent successfully");
      return resp || {
        success: true,
      };
    } 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.

Label	Prop	Type	Description
Discord	`discord`	`app`	This component uses the Discord app.
channel	`channel`	`$.discord.channel`
Message	`message`	`string`	Enter a simple message up to 2000 characters. This is the most commonly used field. However, it's optional if you pass embed content.
Thread ID	`threadID`	`string`	If provided, the message will be posted to this thread
Username	`username`	`string`	Overrides the current username of the webhook
Avatar URL	`avatarURL`	`string`	If used, it overrides the default avatar of the webhook. Note: Consecutive posts by the same username within 10 minutes of each other will not display updated avatar.
Include link to workflow	`includeSentViaPipedream`	`boolean`	Defaults to `true`, includes a link to this workflow at the end of your Discord message.
Suppress notifications	`suppressNotifications`	`boolean`	Defaults to `false`, sends the message as silent, triggers no notifications to clients.
Embeds	`embeds`	`any`	Optionally pass an array of embed objects. E.g., {{ [{"description":"Use markdown including Italic bold __underline__ ~~strikeout~~ [hyperlink](https://google.com) `code`"}] }}. To pass data from another step, enter a reference using double curly brackets (e.g., `{{steps.mydata.$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 uses OAuth authentication. When you connect your Discord account, Pipedream will open a popup window where you can sign into Discord 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 API.

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

botemailidentifyguilds

Send Message (Advanced) with Discord API on New or Updated Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Discord, Zoho CRM and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started

1-24of2,000+apps by most popular

1
-
24
of
2,000+
apps by most popular