Send Message to a Public Channel with Slack API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API

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Send Message to a Public Channel with the Slack API

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Getting Started#

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

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Send Message to a Public Channel action
1. Connect your Slack account
2. Select a Channel ID
3. Configure Text
4. Optional- Configure Send text as Slack mrkdwn
5. Optional- Configure Bot Username
6. Optional- Select a Icon (emoji)
7. Optional- Configure Icon (image URL)
8. Optional- Configure Send as User
9. Optional- Configure Schedule message
10. Optional- Configure Include link to workflow
11. Optional- Configure Metadata Event Type
12. Optional- Configure Metadata Event Payload
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 Lead (Instant) on Zoho CRM

Description:Emits an event each time a new lead is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-lead

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.

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

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 to a Public Channel on Slack

Description:Send a message to a public channel and customize the name and avatar of the bot that posts the message. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here

Version:0.2.17

Key:slack-send-message-public-channel

View on GitHub

Slack Overview#

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

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Action Code#

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

export default {
  ...common,
  key: "slack-send-message-public-channel",
  name: "Send Message to a Public Channel",
  description: "Send a message to a public channel and customize the name and avatar of the bot that posts the message. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here",
  version: "0.2.17",
  type: "action",
  props: {
    slack: common.props.slack,
    conversation: {
      propDefinition: [
        common.props.slack,
        "channelId",
        () => ({
          types: [
            constants.CHANNEL_TYPE.PUBLIC,
          ],
        }),
      ],
    },
    text: {
      propDefinition: [
        common.props.slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        common.props.slack,
        "mrkdwn",
      ],
    },
    username: {
      propDefinition: [
        common.props.slack,
        "username",
      ],
      description: "Optionally customize your bot's username (default is `Pipedream`).",
    },
    icon_emoji: {
      propDefinition: [
        common.props.slack,
        "icon_emoji",
      ],
      description: "Optionally use an emoji as the bot icon for this message (e.g., `:fire:`). This value overrides `icon_url` if both are provided.",
    },
    icon_url: {
      propDefinition: [
        common.props.slack,
        "icon_url",
      ],
      description: "Optionally provide an image URL to use as the bot icon for this message.",
    },
    ...common.props,
  },
};

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
Slack	`slack`	`app`	This component uses the Slack app.
Channel ID	`conversation`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	Text of the message to send (see Slack's formatting docs). This field is usually necessary, unless you're providing only attachments instead.
Send text as Slack mrkdwn	`mrkdwn`	`boolean`	`TRUE` by default. Pass `FALSE` to disable Slack markup parsing. See docs here
Bot Username	`username`	`string`	Optionally customize your bot's user name (default is `Pipedream`). Must be used in conjunction with `as_user` set to false, otherwise ignored.
Icon (emoji)	`icon_emoji`	`string`	Select a value from the drop down menu.
Icon (image URL)	`icon_url`	`string`	Optionally provide an image URL to use as the icon for this message. Must be used in conjunction with `as_user` set to `false`, otherwise ignored.
Send as User	`as_user`	`boolean`	Optionally pass `TRUE` to post the message as the authed user, instead of as a bot. Defaults to `FALSE`.
Schedule message	`post_at`	`integer`	Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime format should be a unix timestamp (e.g., `1650507616`, see here for help with this format).
Include link to workflow	`include_sent_via_pipedream_flag`	`boolean`	Defaults to `true`, includes a link to the workflow at the end of your Slack message.
Metadata Event Type	`metadata_event_type`	`string`	The name of the metadata event
Metadata Event Payload	`metadata_event_payload`	`string`	The payload of the metadata event. Must be a JSON string e.g. `{"key": "value"}`

Action Authentication#

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack#

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

More Ways to Connect Slack + Zoho CRM#

Other Popular Integrations#

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Send Message to a Public Channel with Slack API on New Lead (Instant) from Zoho CRM API

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

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

Developers ♥ Pipedream

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