Send Email with Gmail API on New Contact (Instant) from Zoho CRM API

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

Trigger workflow on

New Contact (Instant) from the Zoho CRM API

Next, do this

Send Email with the Gmail API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Send Email action
1. Connect your Gmail account
2. Configure To
3. Optional- Configure Cc
4. Optional- Configure Bcc
5. Optional- Configure From Name
6. Optional- Select a From Email
7. Optional- Configure Reply To
8. Configure Subject
9. Configure Email Body
10. Optional- Select a Body Type
11. Optional- Configure Attachment Filenames
12. Optional- Configure Attachment URLs or Paths
13. Optional- Configure In Reply To
14. Optional- Select a Mime Type
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 Contact (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-contact

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-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.

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.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 Email on Gmail

Description:Send an email from your Google Workspace email account. [See the documentation](https://developers.google.com/gmail/api/reference/rest/v1/users.messages/send)

Version:0.1.5

Key:gmail-send-email

View on GitHub

Gmail Overview#

By connecting your personal Gmail account to Pipedream, you'll be able to incorporate email into whatever you're building with any of the thousands of apps that are available on Pipedream.

Action Code#

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

export default {
  key: "gmail-send-email",
  name: "Send Email",
  description: "Send an email from your Google Workspace email account. [See the documentation](https://developers.google.com/gmail/api/reference/rest/v1/users.messages/send)",
  version: "0.1.5",
  type: "action",
  props: {
    gmail,
    to: {
      propDefinition: [
        gmail,
        "to",
      ],
    },
    cc: {
      propDefinition: [
        gmail,
        "cc",
      ],
    },
    bcc: {
      propDefinition: [
        gmail,
        "bcc",
      ],
    },
    fromName: {
      propDefinition: [
        gmail,
        "fromName",
      ],
    },
    fromEmail: {
      propDefinition: [
        gmail,
        "fromEmail",
      ],
    },
    replyTo: {
      propDefinition: [
        gmail,
        "replyTo",
      ],
    },
    subject: {
      propDefinition: [
        gmail,
        "subject",
      ],
    },
    body: {
      propDefinition: [
        gmail,
        "body",
      ],
    },
    bodyType: {
      propDefinition: [
        gmail,
        "bodyType",
      ],
    },
    attachmentFilenames: {
      propDefinition: [
        gmail,
        "attachmentFilenames",
      ],
    },
    attachmentUrlsOrPaths: {
      propDefinition: [
        gmail,
        "attachmentUrlsOrPaths",
      ],
    },
    inReplyTo: {
      propDefinition: [
        gmail,
        "inReplyTo",
      ],
    },
    mimeType: {
      propDefinition: [
        gmail,
        "mimeType",
      ],
    },
  },
  async run({ $ }) {
    this.attachmentFilenames = utils.parseArray(this.attachmentFilenames);
    this.attachmentUrlsOrPaths = utils.parseArray(this.attachmentUrlsOrPaths);
    if (this.attachmentFilenames?.length !== this.attachmentUrlsOrPaths?.length) {
      throw new ConfigurationError("Must specify the same number of `Attachment Filenames` and `Attachment URLs or Paths`");
    }
    const opts = await this.gmail.getOptionsToSendEmail($, this);
    const response = await this.gmail.sendEmail(opts);
    $.export("$summary", `Successfully sent email to ${this.to}`);
    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
Gmail	`gmail`	`app`	This component uses the Gmail app.
To	`to`	`string[]`	Enter a single recipient's email or multiple emails as items in an array.
Cc	`cc`	`string[]`	Enter a single recipient's email or multiple emails as items in an array.
Bcc	`bcc`	`string[]`	Enter a single recipient's email or multiple emails as items in an array.
From Name	`fromName`	`string`	Specify the name that will be displayed in the "From" section of the email.
From Email	`fromEmail`	`string`	Select a value from the drop down menu.
Reply To	`replyTo`	`string`	Specify the email address that will appear on the "Reply-To" field, if different than the sender's email.
Subject	`subject`	`string`	Specify a subject for the email.
Email Body	`body`	`any`	Include an email body as either plain text or HTML. If HTML, make sure to set the "Body Type" prop to `html`.
Body Type	`bodyType`	`string`	Select a value from the drop down menu:`htmlplaintext`
Attachment Filenames	`attachmentFilenames`	`string[]`	Array of the names of the files to attach. Must contain the file extension (e.g. `.jpeg`, `.txt`). Use in conjuction with `Attachment URLs or Paths`.
Attachment URLs or Paths	`attachmentUrlsOrPaths`	`string[]`	Array of the URLs of the download links for the files, or the local paths (e.g. `/tmp/my-file.txt`). Use in conjuction with `Attachment Filenames`.
In Reply To	`inReplyTo`	`string`	Specify the `message-id` this email is replying to. Must be from the first message sent in the thread. To use this prop with `async options` please use `Gmail (Developer App)` `Send Email` component.
Mime Type	`mimeType`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

emailprofileopenidhttps://www.googleapis.com/auth/gmail.labelshttps://www.googleapis.com/auth/gmail.sendhttps://www.googleapis.com/auth/gmail.modifyhttps://www.googleapis.com/auth/gmail.composehttps://www.googleapis.com/auth/gmail.settings.basic

Send Email with Gmail API on New Contact (Instant) from Zoho CRM API

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

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

Developers ♥ Pipedream

1-24of2,200+apps by most popular

1
-
24
of
2,200+
apps by most popular