← Zoho CRM + Slack integrations

Build and Send a Block Kit Message (Beta) with Slack 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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Build and Send a Block Kit Message (Beta) with the Slack API
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Developers Pipedream

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.

  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 Build and Send a Block Kit Message (Beta) action
    1. Connect your Slack account
    2. Select a Channel
    3. Optional- Configure Notification Text
    4. Optional- Configure Send as User
    5. Optional- Configure Bot Username
    6. Optional- Select a Icon (emoji)
    7. Optional- Configure Icon (image URL)
    8. Optional- Configure Schedule message
    9. Optional- Configure Include link to workflow
    10. Optional- Configure Metadata Event Type
    11. Optional- Configure Metadata Event Payload
    12. Select a Reference Existing Blocks Array or Configure Manually?
  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 contact is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-contact

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

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Create a new workflow.
  3. Select a trigger for your workflow (for example, HTTP or Cron).
  4. 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.
  5. 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-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  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 $.service.db to maintain state between executions.
N/Ahttp$.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:Configure custom blocks and send to a channel, group, or user. [See Slack's docs for more info](https://api.slack.com/tools/block-kit-builder).
Version:0.3.0
Key:slack-send-block-kit-message

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 buildBlocks from "../common/build-blocks.mjs";

export default {
  ...common,
  ...buildBlocks,
  name: "Build and Send a Block Kit Message (Beta)",
  description: "Configure custom blocks and send to a channel, group, or user. [See Slack's docs for more info](https://api.slack.com/tools/block-kit-builder).",
  version: "0.3.0",
  type: "action",
  key: "slack-send-block-kit-message",
  props: {
    slack: common.props.slack,
    conversation: {
      propDefinition: [
        common.props.slack,
        "conversation",
      ],
    },
    text: {
      propDefinition: [
        common.props.slack,
        "notificationText",
      ],
    },
    ...common.props,
    ...buildBlocks.props,
  },
  methods: {
    ...common.methods,
    ...buildBlocks.methods,
    async getGeneratedBlocks() {
      return await buildBlocks.run.call(this);  // call buildBlocks.run with the current context
    },
  },
  async run({ $ }) {
    this.blocks = await this.getGeneratedBlocks();  // set the blocks prop for common.run to use
    const resp = await common.run.call(this, {
      $,
    });  // call common.run with the current context
    return resp;
  },
};

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
SlackslackappThis component uses the Slack app.
ChannelconversationstringSelect a value from the drop down menu.
Notification Texttextstring

Optionally provide a string for Slack to display as the new message notification (if you do not provide this, notification will be blank).

Send as Useras_userboolean

Optionally pass TRUE to post the message as the authed user, instead of as a bot. Defaults to FALSE.

Bot Usernameusernamestring

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_emojistringSelect a value from the drop down menu.
Icon (image URL)icon_urlstring

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.

Schedule messagepost_atinteger

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 workflowinclude_sent_via_pipedream_flagboolean

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

Metadata Event Typemetadata_event_typestring

The name of the metadata event

Metadata Event Payloadmetadata_event_payloadstring

The payload of the metadata event. Must be a JSON string e.g. {"key": "value"}

Reference Existing Blocks Array or Configure Manually?passArrayOrConfigurestringSelect a value from the drop down menu:{ "label": "Reference an array of blocks", "value": "array" }{ "label": "Configure blocks individually (maximum 5 blocks)", "value": "configure" }

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.

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