Convert Lead with Zoho CRM API on New or Updated Row from Baserow API

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Trigger workflow on

New or Updated Row from the Baserow 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 Baserow trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New or Updated Row trigger
1. Connect your Baserow account
2. Configure Table ID
3. Configure timer
4. Optional- Select one or more Event Types
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
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 or Updated Row on Baserow

Description:Emit new event when a table row is created, updated or deleted, according to the selected event types

Version:0.0.1

Key:baserow-new-or-updated-row

View on GitHub

Baserow Overview#

The Baserow API allows you to interact programmatically with Baserow, an open-source no-code database tool. With its API, you can automate database operations such as creating, reading, updating, and deleting records. Moreover, it's possible to manage databases, tables, fields, and rows, or integrate with external services to enrich or move data in real-time. Leveraging Pipedream’s capabilities, you can trigger workflows from a variety of events and connect Baserow to numerous apps for seamless data processes.

Trigger Code#

import { defineSource } from "@pipedream/types";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import common from "../../actions/common.mjs";
import { EventType } from "../../common/constants.mjs";
export default defineSource({
    ...common,
    key: "baserow-new-or-updated-row",
    name: "New or Updated Row",
    description: "Emit new event when a table row is created, updated or deleted, according to the selected event types",
    version: "0.0.1",
    type: "source",
    props: {
        ...common.props,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        eventTypes: {
            type: "string[]",
            label: "Event Types",
            description: "Which events to emit. If not specified, all events will be emitted.",
            optional: true,
            options: [
                EventType.Create,
                EventType.Update,
                EventType.Delete,
            ],
        },
    },
    hooks: {
        async deploy() {
            await this.getAndProcessData();
        },
    },
    methods: {
        _getTableId() {
            return this.db.get("tableId");
        },
        _setTableId(value) {
            this.db.set("tableId", value);
        },
        _getSavedData() {
            return JSON.parse(this.db.get("savedData") ?? "{}");
        },
        _setSavedData(data) {
            this.db.set("savedData", JSON.stringify(data));
        },
        async getAndProcessData() {
            const { baserow, tableId, eventTypes, } = this;
            const savedTableId = this._getTableId();
            const data = await baserow.listRows({
                tableId,
            });
            if (!data) {
                console.log("No data received: ", data);
                return;
            }
            const firstRun = savedTableId !== tableId;
            if (firstRun) {
                this._setTableId(tableId);
            }
            else {
                const events = eventTypes?.length
                    ? eventTypes
                    : Object.values(EventType);
                const savedData = this._getSavedData();
                const emitCreate = events.includes(EventType.Create);
                const emitUpdate = events.includes(EventType.Update);
                const emitDelete = events.includes(EventType.Delete);
                if (emitCreate || emitUpdate) {
                    data.forEach((row) => {
                        const savedRow = savedData[row.id];
                        if (emitCreate && !savedRow) {
                            this.emitEvent(EventType.Create, row);
                        }
                        else if (emitUpdate &&
                            JSON.stringify(savedRow) !== JSON.stringify(row)) {
                            this.emitEvent(EventType.Update, row);
                        }
                    });
                }
                if (emitDelete) {
                    Object.entries(savedData)
                        .filter(([id,]) => {
                        const numId = Number(id);
                        return !data.some((row) => row.id === numId);
                    })
                        .forEach(([, savedRow,]) => {
                        this.emitEvent(EventType.Delete, savedRow);
                    });
                }
            }
            this._setSavedData(data.reduce((acc, row) => {
                acc[row.id] = row;
                return acc;
            }, {}));
        },
        emitEvent(eventType, rowData) {
            const ts = Date.now();
            const { id } = rowData;
            this.$emit({
                eventType,
                rowData,
            }, {
                id,
                summary: `${eventType}: ${id}`,
                ts,
            });
        },
    },
    async run() {
        await this.getAndProcessData();
    },
});

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
Baserow	`baserow`	`app`	This component uses the Baserow app.
Table ID	`tableId`	`integer`	The ID of the table to use. You can find your tables and their IDs on the Baserow API Docs.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Event Types	`eventTypes`	`string[]`	Select a value from the drop down menu:`New Row CreatedRow UpdatedRow Deleted`

Trigger Authentication#

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

Baserow uses a simple token based authentication. You need to generate at least one API token in your settings.

About Baserow#

Open source online database tool

Action#

Convert Lead on Zoho CRM

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

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.

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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Lead	`lead`	`string`	Select a value from the drop down menu.
Account	`account`	`string`	Select a value from the drop down menu.
Contact	`contact`	`string`	Select a value from the drop down menu.
User	`user`	`string`	Select 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

Convert Lead with Zoho CRM API on New or Updated Row from Baserow API

Pipedream makes it easy to connect APIs for Zoho CRM, Baserow and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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