Send Template Signature with Boloforms API on New User from Zoho CRM API

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Trigger workflow on

New User from the Zoho CRM API

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Send Template Signature with the Boloforms API

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Getting Started#

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

Select this integration
Configure the New User trigger
1. Connect your Zoho CRM account
2. Configure Polling Interval
3. Select a User Type
Configure the Send Template Signature action
1. Connect your Boloforms account
2. Select a Document ID
3. Configure Subject
4. Configure Message
5. Configure Receivers List
6. Optional- Configure Custom Variables
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 User on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-user

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/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho API on this schedule
User Type	`userType`	`string`	Select a value from the drop down menu:`{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }`

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 Template Signature on Boloforms

Description:Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)

Version:0.0.1

Key:boloforms-send-template-signature

View on GitHub

Boloforms Overview#

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import boloforms from "../../boloforms.app.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "boloforms-send-template-signature",
  name: "Send Template Signature",
  description: "Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)",
  version: "0.0.1",
  type: "action",
  props: {
    boloforms,
    documentId: {
      propDefinition: [
        boloforms,
        "documentId",
        () => ({
          isStandAloneTemplate: true,
        }),
      ],
      type: "string",
    },
    subject: {
      propDefinition: [
        boloforms,
        "subject",
      ],
    },
    message: {
      propDefinition: [
        boloforms,
        "message",
      ],
    },
    receiversList: {
      type: "string[]",
      label: "Receivers List",
      description: "A list of receiver objects. **Format: {\"name\": \"Chirag Gupta\", \"email\": \"support@boloforms.com\", \"roleTitle\": \"Junior Doctor\", \"roleColour\": \"#8FB1C8\"}** `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.",
    },
    customVariables: {
      type: "string[]",
      label: "Custom Variables",
      description: "A list of custom variable objects. **Format: {\"varName\": \"[v1]\", \"varValue\": \"v1 value from api\" }**. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.boloforms.dispatchPDFTemplate({
      $,
      data: {
        documentId: this.documentId,
        mailData: {
          subject: this.subject,
          message: this.message,
        },
        receiversList: parseObject(this.receiversList),
        customVariables: parseObject(this.customVariables),
      },
    });

    if (response.error) {
      throw new ConfigurationError(response.error);
    }

    $.export("$summary", `Template dispatched successfully to ${parseObject(this.receiversList).length} receivers`);
    return response;
  },
};

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
Boloforms	`boloforms`	`app`	This component uses the Boloforms app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	The subject will be sent.
Message	`message`	`string`	The message will be sent.
Receivers List	`receiversList`	`string[]`	A list of receiver objects. Format: {"name": "Chirag Gupta", "email": "support@boloforms.com", "roleTitle": "Junior Doctor", "roleColour": "#8FB1C8"} `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.
Custom Variables	`customVariables`	`string[]`	A list of custom variable objects. Format: {"varName": "[v1]", "varValue": "v1 value from api" }. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.

Action Authentication#

Boloforms uses API keys for authentication. When you connect your Boloforms account, Pipedream securely stores the keys so you can easily authenticate to Boloforms APIs in both code and no-code steps.

To retrieve your API Key and Workspace ID,

Navigate to your Boloforms account and sign in
Click the "Settings" menu on the left bottom.
Go to “API Key”.

Send Template Signature with Boloforms API on New User from Zoho CRM API

Pipedream makes it easy to connect APIs for Boloforms, Zoho CRM and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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