Update Conversation with Kustomer 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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Update Conversation with the Kustomer API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Kustomer 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 Update Conversation action
1. Connect your Kustomer account
2. Select a Conversation ID
3. Optional- Configure External ID
4. Optional- Configure Name
5. Optional- Select a Status
6. Optional- Configure Priority
7. Optional- Select a Direction
8. Optional- Select one or more Tags
9. Optional- Select one or more Assigned Users
10. Optional- Select one or more Assigned Teams
11. Optional- Select a Default Language
12. Optional- Select a Queue Id
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.READZohoCRM.signals.ALL

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action#

Update Conversation on Kustomer

Description:Updates an existing conversation in Kustomer. [See the documentation](https://developer.kustomer.com/kustomer-api-docs/reference/updateconversation).

Version:0.0.3

Key:kustomer-update-conversation

View on GitHub

Action Code#

import {
  parseObject, throwError,
} from "../../common/utils.mjs";
import kustomer from "../../kustomer.app.mjs";

export default {
  key: "kustomer-update-conversation",
  name: "Update Conversation",
  description: "Updates an existing conversation in Kustomer. [See the documentation](https://developer.kustomer.com/kustomer-api-docs/reference/updateconversation).",
  version: "0.0.3",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    kustomer,
    conversationId: {
      propDefinition: [
        kustomer,
        "conversationId",
      ],
    },
    externalId: {
      propDefinition: [
        kustomer,
        "externalId",
      ],
      optional: true,
    },
    name: {
      propDefinition: [
        kustomer,
        "name",
      ],
      description: "Name of the conversation",
      optional: true,
    },
    status: {
      propDefinition: [
        kustomer,
        "status",
      ],
      optional: true,
    },
    priority: {
      propDefinition: [
        kustomer,
        "priority",
      ],
      optional: true,
    },
    direction: {
      propDefinition: [
        kustomer,
        "direction",
      ],
      optional: true,
    },
    tags: {
      propDefinition: [
        kustomer,
        "tags",
      ],
      optional: true,
    },
    assignedUsers: {
      propDefinition: [
        kustomer,
        "assignedUsers",
      ],
      optional: true,
    },
    assignedTeams: {
      propDefinition: [
        kustomer,
        "assignedTeams",
      ],
      optional: true,
    },
    defaultLang: {
      propDefinition: [
        kustomer,
        "defaultLang",
      ],
      description: "Default language for the conversation",
      optional: true,
    },
    queueId: {
      propDefinition: [
        kustomer,
        "queueId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const data = {
        externalId: this.externalId,
        name: this.name,
        status: this.status,
        priority: this.priority,
        direction: this.direction,
        tags: parseObject(this.tags),
        assignedUsers: parseObject(this.assignedUsers),
        assignedTeams: parseObject(this.assignedTeams),
        defaultLang: this.defaultLang,
      };

      if (this.queue) data.queue = this.queue;

      const response = await this.kustomer.updateConversation({
        $,
        conversationId: this.conversationId,
        data,
      });

      $.export("$summary", `Conversation ${this.conversationId} updated successfully`);
      return response;
    } catch ({ message }) {
      throwError(message);
    }
  },
};

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
Kustomer	`kustomer`	`app`	This component uses the Kustomer app.
Conversation ID	`conversationId`	`string`	Select a value from the drop down menu.
External ID	`externalId`	`string`	External identifier
Name	`name`	`string`	Name of the conversation
Status	`status`	`string`	Select a value from the drop down menu:`opendone`
Priority	`priority`	`integer`	Priority level (1-5)
Direction	`direction`	`string`	Select a value from the drop down menu:`inout`
Tags	`tags`	`string[]`	Select a value from the drop down menu.
Assigned Users	`assignedUsers`	`string[]`	Select a value from the drop down menu.
Assigned Teams	`assignedTeams`	`string[]`	Select a value from the drop down menu.
Default Language	`defaultLang`	`string`	Select a value from the drop down menu:`{ "label": "Afrikaans", "value": "af" }{ "label": "Arabic", "value": "ar" }{ "label": "Arabic (EG)", "value": "ar_eg" }{ "label": "Arabic (MA)", "value": "ar_ma" }{ "label": "Arabic (TN)", "value": "ar_tn" }{ "label": "Azerbaijani", "value": "az" }{ "label": "Belarusian", "value": "be" }{ "label": "Bulgarian", "value": "bg" }{ "label": "Bosnian", "value": "bs" }{ "label": "Catalan", "value": "ca" }{ "label": "Montenegrin", "value": "cnr" }{ "label": "Czech", "value": "cs" }{ "label": "Danish", "value": "da" }{ "label": "German", "value": "de" }{ "label": "Dutch", "value": "nl" }{ "label": "Dutch (BE)", "value": "nl_be" }{ "label": "Greek", "value": "el" }{ "label": "English (US)", "value": "en_us" }{ "label": "English (CA)", "value": "en_ca" }{ "label": "English (UK)", "value": "en_gb" }{ "label": "Spanish", "value": "es" }{ "label": "Spanish (AR)", "value": "es_ar" }{ "label": "Spanish (Spain)", "value": "es_es" }{ "label": "Spanish (PA)", "value": "es_pa" }{ "label": "Spanish (PE)", "value": "es_pe" }{ "label": "Estonian", "value": "et" }{ "label": "Persian", "value": "fa" }{ "label": "Finnish", "value": "fi" }{ "label": "Filipino", "value": "fil" }{ "label": "French", "value": "fr" }{ "label": "French (BE)", "value": "fr_be" }{ "label": "French (CA)", "value": "fr_ca" }{ "label": "French (MA)", "value": "fr_ma" }{ "label": "Hebrew", "value": "he" }{ "label": "Hindi", "value": "hi" }{ "label": "Croatian", "value": "hr" }{ "label": "Hungarian", "value": "hu" }{ "label": "Armenian", "value": "hy" }{ "label": "Indonesian", "value": "id" }{ "label": "Icelandic", "value": "is" }{ "label": "Italian", "value": "it" }{ "label": "Japanese", "value": "ja" }{ "label": "Georgian", "value": "ka" }{ "label": "Kazakh", "value": "kk" }{ "label": "Kannada", "value": "kn" }{ "label": "Korean", "value": "ko" }{ "label": "Kyrgyz", "value": "ky" }{ "label": "Luxembourgish", "value": "lb" }{ "label": "Lithuanian", "value": "lt" }{ "label": "Latvian", "value": "lv" }{ "label": "Mongolian", "value": "mn" }{ "label": "Norwegian", "value": "no" }{ "label": "Norwegian (NB)", "value": "nb" }{ "label": "Punjabi", "value": "pa" }{ "label": "Polish", "value": "pl" }{ "label": "Portuguese (PT)", "value": "pt" }{ "label": "Portuguese (BR)", "value": "pt_br" }{ "label": "Romanian", "value": "ro" }{ "label": "Russian", "value": "ru" }{ "label": "Sinhala", "value": "si" }{ "label": "Slovakian", "value": "sk" }{ "label": "Slovenian", "value": "sl" }{ "label": "Albanian", "value": "sq" }{ "label": "Serbian", "value": "sr" }{ "label": "Serbian (Montenegro)", "value": "sr_me" }{ "label": "Swedish", "value": "sv" }{ "label": "Swahili", "value": "sw" }{ "label": "Tamil", "value": "ta" }{ "label": "Telugu", "value": "te" }{ "label": "Thai", "value": "th" }{ "label": "Turkish", "value": "tr" }{ "label": "Twi", "value": "tw" }{ "label": "Ukrainian", "value": "uk" }{ "label": "Urdu", "value": "ur" }{ "label": "Uzbek", "value": "uz" }{ "label": "Vietnamese", "value": "vi" }{ "label": "Simplified Chinese", "value": "zh_cn" }{ "label": "Traditional Chinese", "value": "zh_tw" }`
Queue Id	`queueId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To create your API Key:

Admin Access Required: confirm you have Admin privileges on Kustomer.
Navigate to API Keys: from the Kustomer home page, go to Settings > Security > API Keys.
Create a New API Key:
- Click to create a new API Key.
- Choose an appropriate API role and assign a descriptive label to the key.
- Ensure you include at least the org.permission.customer.read role, which is required for the Pipedream test request.
Learn More: for further details about Kustomer API Keys and the available API key roles, visit the API Keys documentation in the Kustomer Help Center.

Update Conversation with Kustomer API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Kustomer, Zoho CRM and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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