Send Message with Discord API on New Module Entry (Instant) from Zoho CRM API

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Trigger workflow on

New Module Entry (Instant) from the Zoho CRM API

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Send Message with the Discord API

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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 Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Send Message action
1. Connect your Discord account
2. Configure channel
3. 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
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.
Module	`moduleInfo`	`string`	Select a value from the drop down menu.

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 on Discord

Description:Send a simple message to a Discord channel

Version:1.0.2

Key:discord-send-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Action Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "discord-send-message",
  name: "Send Message",
  description: "Send a simple message to a Discord channel",
  version: "1.0.2",
  type: "action",
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      suppressNotifications,
    } = this;
    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        flags: this.getMessageFlags(suppressNotifications),
        content: includeSentViaPipedream
          ? this.appendPipedreamText(message)
          : message,
      }, {
        thread_id: threadID,
      });
      $.export("$summary", "Message sent successfully");
      return resp || {
        success: true,
      };
    } catch (err) {
      console.log(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.

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 with Discord API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Discord, Zoho CRM and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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