← Zoho CRM + Discord integrations

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.

  1. Select this integration
  2. Configure the New Module Entry (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select a Module
  3. 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
  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:Emit new events each time a new module/record is created in Zoho CRM
Version:0.0.11
Key:zoho_crm-new-module-entry

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.

Trigger Code

import common from "../common/http-based/custom-module.mjs";
import crudOps from "../common/http-based/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: "0.0.11",
  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.
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.

ModulemoduleInfostringSelect 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

Customer Relationship Management

Action

Description:Send a simple message to a Discord channel
Version:1.0.1
Key:discord-send-message

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 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: "1.0.1",
  type: "action",
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
    } = this;

    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        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.

LabelPropTypeDescription
DiscorddiscordappThis component uses the Discord app.
channelchannel$.discord.channel
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.

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

About Discord

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

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