← Zoho CRM + Cisco Webex integrations

Create a Room with Cisco Webex API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Cisco Webex, Zoho CRM and 2,000+ other apps remarkably fast.

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New Module Entry (Instant) from the Zoho CRM API
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Create a Room with the Cisco Webex API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Cisco Webex 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 Create a Room action
    1. Connect your Cisco Webex account
    2. Configure Title
    3. Optional- Select a Team ID
    4. Optional- Configure Is Locked
    5. Optional- Configure Is Announcement Only
  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:0.0.14
Key:zoho_crm-new-module-entry

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.
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

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

Action

Description:Creates a room. The authenticated user is automatically added as a member of the room. [See the docs here](https://developer.webex.com/docs/api/v1/rooms/create-a-room)
Version:0.1.0
Key:cisco_webex-create-room

Cisco Webex Overview

The Cisco Webex API allows developers to integrate their applications with Cisco's robust collaboration tools, creating a workflow of communication within teams and automating various aspects of the meeting lifecycle, from scheduling to follow-up actions. With this API, you can streamline meeting setups, fetch detailed information about participants and meetings, send messages to spaces (rooms), and manage your Webex resources programmatically. Leveraging Pipedream's capabilities, you can connect these features with other apps to automate complex tasks, analyze meeting data, enhance productivity, and maintain a well-organized communication ecosystem.

Action Code

import ciscoWebex from "../../cisco_webex.app.mjs";

export default {
  key: "cisco_webex-create-room",
  name: "Create a Room",
  description: "Creates a room. The authenticated user is automatically added as a member of the room. [See the docs here](https://developer.webex.com/docs/api/v1/rooms/create-a-room)",
  type: "action",
  version: "0.1.0",
  props: {
    ciscoWebex,
    title: {
      type: "string",
      label: "Title",
      description: "A user-friendly name for the room.",
    },
    teamId: {
      propDefinition: [
        ciscoWebex,
        "teamId",
      ],
    },
    isLocked: {
      type: "boolean",
      label: "Is Locked",
      description: "Set the space as locked/moderated and the creator becomes a moderator.",
      optional: true,
    },
    isAnnouncementOnly: {
      type: "boolean",
      label: "Is Announcement Only",
      description: "Sets the space into Announcement Mode.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      title,
      teamId,
      isLocked,
      isAnnouncementOnly,
    } = this;

    const response =
      await this.ciscoWebex.createRoom({
        data: {
          title,
          teamId,
          isLocked,
          isAnnouncementOnly,
        },
      });

    $.export("$summary", `Successfully created room with ID ${response.id}`);

    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
Cisco WebexciscoWebexappThis component uses the Cisco Webex app.
Titletitlestring

A user-friendly name for the room.

Team IDteamIdstringSelect a value from the drop down menu.
Is LockedisLockedboolean

Set the space as locked/moderated and the creator becomes a moderator.

Is Announcement OnlyisAnnouncementOnlyboolean

Sets the space into Announcement Mode.

Action Authentication

Cisco Webex uses OAuth authentication. When you connect your Cisco Webex account, Pipedream will open a popup window where you can sign into Cisco Webex and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Cisco Webex API.

Pipedream requests the following authorization scopes when you connect your account:

spark:allspark-admin:people_readspark-admin:people_writespark:devices_readspark:devices_write

About Cisco Webex

Video conferencing, online meetings, screen share, and webinars

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