← Zoho CRM + Octopush SMS integrations

Add Contact with Octopush SMS 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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Add Contact with the Octopush SMS API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Octopush SMS 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 Add Contact action
    1. Connect your Octopush SMS account
    2. Configure Phone Number
    3. Configure First Name
    4. Configure Last Name
    5. Optional- Configure List Name
    6. Optional- Configure Tag Name
  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

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-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:Adds a new contact to a list in the Octopush SMS Gateway. [See the documentation](https://dev.octopush.com/en/sms-gateway-api-documentation/add-a-contact/)
Version:0.0.1
Key:octopush_sms-add-contact

Octopush SMS Overview

The Octopush SMS API lets you programmatically send text messages, providing a powerful way to reach out to customers directly on their phones. With Pipedream, you can create workflows that trigger SMS sending via Octopush based on various events, streamlining communication processes. You could use this API to send alerts, reminders, verification codes, or marketing messages, and integrate with other apps to respond to emails, form submissions, or updates in a CRM.

Action Code

import octopush from "../../octopush_sms.app.mjs";

export default {
  key: "octopush_sms-add-contact",
  name: "Add Contact",
  description: "Adds a new contact to a list in the Octopush SMS Gateway. [See the documentation](https://dev.octopush.com/en/sms-gateway-api-documentation/add-a-contact/)",
  version: "0.0.1",
  type: "action",
  props: {
    octopush,
    phone: {
      type: "string",
      label: "Phone Number",
      description: "Phone number of the contact",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
    },
    listName: {
      type: "string",
      label: "List Name",
      description: "  Name of the list to which the contact should be added",
      optional: true,
    },
    tag: {
      type: "string",
      label: "Tag Name",
      description: "Name of the tag that will be attached to the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.octopush.createContact({
      $,
      data: {
        list_name: this.listName,
        contacts: [
          {
            phone_number: this.phone,
            first_name: this.firstName,
            last_name: this.lastName,
          },
        ],
        tag_name: this.tag,
      },
    });
    $.export("$summary", "Successfully created contact.");
    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.

LabelPropTypeDescription
Octopush SMSoctopushappThis component uses the Octopush SMS app.
Phone Numberphonestring

Phone number of the contact

First NamefirstNamestring

First name of the contact

Last NamelastNamestring

Last name of the contact

List NamelistNamestring

Name of the list to which the contact should be added

Tag Nametagstring

Name of the tag that will be attached to the contact

Action Authentication

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

You can get your API Login and Key under API & Integrations > HTTP API Credentials.

About Octopush SMS

SMS Marketing software.

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