← Airtable + Zoho CRM integrations

Convert Lead with Zoho CRM API on New Modified or Deleted Records (Instant) from Airtable API

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Trigger workflow on
New Modified or Deleted Records (Instant) from the Airtable API
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Convert Lead with the Zoho CRM API
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Getting Started

This integration creates a workflow with a Airtable trigger and Zoho CRM 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 Modified or Deleted Records (Instant) trigger
    1. Connect your Airtable account
    2. Select a Base
    3. Select one or more Data Types
    4. Optional- Select a Table
    5. Optional- Select a View
    6. Optional- Select one or more Change Types
    7. Optional- Select one or more From Sources
    8. Optional- Select one or more Watch Data In Field Ids
    9. Optional- Select one or more Watch Schemas of Field Ids
    10. Optional- Select one or more Include Cell Values in Field Ids
    11. Optional- Configure Include Previous Cell Values
    12. Optional- Configure Include Previous Field Definitions
  3. Configure the Convert Lead action
    1. Connect your Zoho CRM account
    2. Select a Lead
    3. Optional- Select a Account
    4. Optional- Select a Contact
    5. Optional- Select a User
  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 each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)
Version:0.0.1
Key:airtable_oauth-new-modified-or-deleted-records-instant

Airtable Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code

import airtable from "../../airtable_oauth.app.mjs";
import constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  name: "New Modified or Deleted Records (Instant)",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)",
  key: "airtable_oauth-new-modified-or-deleted-records-instant",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    airtable,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    baseId: {
      propDefinition: [
        airtable,
        "baseId",
      ],
    },
    dataTypes: {
      type: "string[]",
      label: "Data Types",
      description: "Only generate payloads that contain changes affecting objects of these types",
      options: constants.DATA_TYPES,
    },
    tableId: {
      propDefinition: [
        airtable,
        "tableId",
        (c) => ({
          baseId: c.baseId,
        }),
      ],
      description: "Only generate payloads for changes in the specified TableId",
      optional: true,
    },
    viewId: {
      propDefinition: [
        airtable,
        "viewId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      description: "Only generate payloads for changes in the specified ViewId",
      optional: true,
    },
    changeTypes: {
      type: "string[]",
      label: "Change Types",
      description: "Only generate payloads that contain changes of these types",
      options: constants.CHANGE_TYPES,
      optional: true,
    },
    fromSouces: {
      type: "string[]",
      label: "From Sources",
      description: "Only generate payloads for changes from these sources. If omitted, changes from all sources are reported",
      options: constants.FROM_SOURCES,
      optional: true,
    },
    watchDataInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Data In Field Ids",
      description: "Only generate payloads for changes that modify values in cells in these fields. If omitted, all fields within the table/view/base are watched",
    },
    watchSchemasOfFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Schemas of Field Ids",
      description: "Only generate payloads for changes that modify the schemas of these fields. If omitted, schemas of all fields within the table/view/base are watched",
    },
    includeCellValuesInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Include Cell Values in Field Ids",
      description: "A list of fields to include in the payload regardless of whether or not they changed",
    },
    includePreviousCellValues: {
      type: "boolean",
      label: "Include Previous Cell Values",
      description: "If true, include the previous cell value in the payload",
      optional: true,
    },
    includePreviousFieldDefinitions: {
      type: "boolean",
      label: "Include Previous Field Definitions",
      description: "If true, include the previous field definition in the payload",
      optional: true,
    },
  },
  hooks: {
    async activate() {
      const { id } = await this.airtable.createWebhook({
        baseId: this.baseId,
        data: {
          notificationUrl: `${this.http.endpoint}/`,
          specification: {
            options: {
              filters: {
                recordChangeScope: this.viewId
                  ? this.viewId
                  : this.tableId
                    ? this.tableId
                    : undefined,
                dataTypes: this.dataTypes,
                changeTypes: this.changeTypes,
                fromSources: this.fromSources,
                watchDataInFieldIds: this.watchDataInFieldIds,
                watchSchemasOfFieldIds: this.watchSchemasOfFieldIds,
              },
              includes: {
                includeCellValuesInFieldIds: this.includeCellValuesInFieldIds,
                includePreviousCellValues: this.includePreviousCellValues,
                includePreviousFieldDefinitions: this.includePreviousFieldDefinitions,
              },
            },
          },
        },
      });
      this._setHookId(id);
    },
    async deactivate() {
      const webhookId = this._getHookId();
      if (webhookId) {
        await this.airtable.deleteWebhook({
          baseId: this.baseId,
          webhookId,
        });
      }
    },
  },
  methods: {
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    getSpecificationOptions() {
      throw new Error("getSpecificationOptions is not implemented");
    },
    generateMeta(payload) {
      return {
        id: payload.baseTransactionNumber,
        summary: `New Event ${payload.baseTransactionNumber}`,
        ts: Date.parse(payload.timestamp),
      };
    },
  },
  async run() {
    this.http.respond({
      status: 200,
    });
    // webhook pings source, we then fetch webhook events to emit
    const webhookId = this._getHookId();
    let hasMore = false;
    const params = {};
    do {
      const {
        cursor, mightHaveMore, payloads,
      } = await this.airtable.listWebhookPayloads({
        baseId: this.baseId,
        webhookId,
        params,
      });
      for (const payload of payloads) {
        const meta = this.generateMeta(payload);
        this.$emit(payload, meta);
      }
      params.cursor = cursor;
      hasMore = mightHaveMore;
    } while (hasMore);
  },
  sampleEmit,
};

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
AirtableairtableappThis component uses the Airtable 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.
BasebaseIdstringSelect a value from the drop down menu.
Data TypesdataTypesstring[]Select a value from the drop down menu:{ "value": "tableData", "label": "Record and cell value changes" }{ "value": "tableFields", "label": "Field changes" }{ "value": "tableMetadata", "label": "Table name and description changes" }
TabletableIdstringSelect a value from the drop down menu.
ViewviewIdstringSelect a value from the drop down menu.
Change TypeschangeTypesstring[]Select a value from the drop down menu:addremoveupdate
From SourcesfromSoucesstring[]Select a value from the drop down menu:{ "value": "client", "label": "Changes generated by a user through the web or mobile clients" }{ "value": "publicApi", "label": "Changes generated through the Airtable API" }{ "value": "formSubmission", "label": "Changes generated when a form view is submitted" }{ "value": "formPageSubmission", "label": "Changes generated when an interface form builder page, form layout page, or record creation button page is submitted" }{ "value": "automation", "label": "Changes generated through an automation action" }{ "value": "system", "label": "Changes generated by system events, such as processing time function formulas" }{ "value": "sync", "label": "Changes generated through Airtable Sync" }{ "value": "anonymousUser", "label": "Changes generated by an anonymous user" }{ "value": "unknown", "label": "Unknown" }
Watch Data In Field IdswatchDataInFieldIdsstring[]Select a value from the drop down menu.
Watch Schemas of Field IdswatchSchemasOfFieldIdsstring[]Select a value from the drop down menu.
Include Cell Values in Field IdsincludeCellValuesInFieldIdsstring[]Select a value from the drop down menu.
Include Previous Cell ValuesincludePreviousCellValuesboolean

If true, include the previous cell value in the payload

Include Previous Field DefinitionsincludePreviousFieldDefinitionsboolean

If true, include the previous field definition in the payload

Trigger Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action

Description:Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)
Version:0.1.1
Key:zoho_crm-convert-lead

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.

Action Code

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-convert-lead",
  name: "Convert Lead",
  description: "Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)",
  version: "0.1.1",
  type: "action",
  props: {
    zohoCrm,
    lead: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Leads",
        }),
      ],
      label: "Lead",
      description: "Unique identifier of the lead record to be converted",
    },
    account: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Accounts",
        }),
      ],
      label: "Account",
      description: "Use this key to associate an account with the lead being converted. Pass the unique and valid account ID.",
      optional: true,
    },
    contact: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Contacts",
        }),
      ],
      label: "Contact",
      description: "Use this key to associate a contact with the lead being converted. Pass the unique and valid contact ID.",
      optional: true,
    },
    user: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "users?type=ActiveUsers",
        }),
      ],
      label: "User",
      description: "Use this key to assign record owner for the new contact and account. Pass the unique and valid user ID.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      lead,
      account,
      contact,
      user,
    } = this;
    const data = {
      data: [
        this.zohoCrm.omitEmptyStringValues({
          Accounts: account,
          Contacts: contact,
          assign_to: user,
        }),
      ],
    };
    const res = await this.zohoCrm.convertLead(lead, data, $);
    $.export("$summary", "Successfully converted lead");
    return res;
  },
};

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 CRMzohoCrmappThis component uses the Zoho CRM app.
LeadleadstringSelect a value from the drop down menu.
AccountaccountstringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
UseruserstringSelect a value from the drop down menu.

Action 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.

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