← Microsoft Teams + Zoho SalesIQ integrations

Create Article with Zoho SalesIQ API on New Chat Message from Microsoft Teams API

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New Chat Message from the Microsoft Teams API
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Create Article with the Zoho SalesIQ API
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Getting Started

This integration creates a workflow with a Microsoft Teams trigger and Zoho SalesIQ 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 Chat Message trigger
    1. Connect your Microsoft Teams account
    2. Configure Polling interval
    3. Select a Chat
  3. Configure the Create Article action
    1. Connect your Zoho SalesIQ account
    2. Select a Screen Name
    3. Select a Department
    4. Select a Category
    5. Configure Title
    6. Configure Content
    7. Configure Published
  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 event when a new message is received in a chat
Version:0.0.7
Key:microsoft_teams-new-chat-message

Microsoft Teams Overview

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code

import base from "../common/base.mjs";

export default {
  ...base,
  key: "microsoft_teams-new-chat-message",
  name: "New Chat Message",
  description: "Emit new event when a new message is received in a chat",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    chat: {
      propDefinition: [
        base.props.microsoftTeams,
        "chat",
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChatMessages,
        {
          chatId: this.chat,
        },
        lastCreated,
      );
    },
    generateMeta(message) {
      return {
        id: message.id,
        summary: `New Message ${message.id}`,
        ts: Date.parse(message.createdDateTime),
      };
    },
  },
};

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
Microsoft TeamsmicrosoftTeamsappThis component uses the Microsoft Teams app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the YouTube API on this schedule

ChatchatstringSelect a value from the drop down menu.

Trigger Authentication

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

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

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Action

Description:Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)
Version:0.0.1
Key:zoho_salesiq-create-article

Zoho SalesIQ Overview

The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.

Action Code

import zohoSalesIQ from "../../zoho_salesiq.app.mjs";

export default {
  key: "zoho_salesiq-create-article",
  name: "Create Article",
  description: "Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)",
  type: "action",
  version: "0.0.1",
  props: {
    zohoSalesIQ,
    screenName: {
      propDefinition: [
        zohoSalesIQ,
        "screenName",
      ],
    },
    departmentId: {
      propDefinition: [
        zohoSalesIQ,
        "departmentId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        zohoSalesIQ,
        "articleCategoryId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the article",
    },
    content: {
      type: "string",
      label: "Content",
      description: "The HTML content available in the article",
    },
    published: {
      type: "boolean",
      label: "Published",
      description: "Specify the publishing status of the article",
    },
  },
  async run({ $ }) {
    const { data } = await this.zohoSalesIQ.createArticle({
      screenName: this.screenName,
      data: {
        category_id: this.categoryId,
        title: this.title,
        content: this.content,
        department_id: this.departmentId,
        published: this.published,
      },
      $,
    });

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

    return data;
  },
};

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
Zoho SalesIQzohoSalesIQappThis component uses the Zoho SalesIQ app.
Screen NamescreenNamestringSelect a value from the drop down menu.
DepartmentdepartmentIdstringSelect a value from the drop down menu.
CategorycategoryIdstringSelect a value from the drop down menu.
Titletitlestring

The title of the article

Contentcontentstring

The HTML content available in the article

Publishedpublishedboolean

Specify the publishing status of the article

Action Authentication

Zoho SalesIQ uses OAuth authentication. When you connect your Zoho SalesIQ account, Pipedream will open a popup window where you can sign into Zoho SalesIQ 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 SalesIQ API.

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

SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ

About Zoho SalesIQ

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

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