Convert Lead with Zoho CRM API on Failed Monitor from Drata API

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Failed Monitor from the Drata 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 Drata 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 Failed Monitor trigger
1. Connect your Drata account
2. Configure timer
3. Optional- Select a Check Type
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#

Failed Monitor on Drata

Description:Emit a new event whenever a monitor fails. [See the documentation](https://developers.drata.com/docs/openapi/reference/operation/MonitorsPublicController_listMonitors/).

Version:0.0.2

Key:drata-failed-monitor

View on GitHub

Drata Overview#

Drata is a compliance automation platform. Drata’s platform is built by compliance and security experts so you don’t have to be one. With 75+ native integrations, you can easily connect your tech stack and automate evidence collection and testing.

Pipedream customers get 25% off Drata, with implementation fees waived. Visit https://drata.com/partner/pipedream for more information.

Trigger Code#

import drata from "../../drata.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

const docsLink = "https://developers.drata.com/docs/openapi/reference/operation/MonitorsPublicController_listMonitors/";

export default {
  key: "drata-failed-monitor",
  name: "Failed Monitor",
  description: `Emit a new event whenever a monitor fails. [See the documentation](${docsLink}).`,
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    drata,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    checkType: {
      type: "string",
      label: "Check Type",
      description: "Filter monitors by check type (associated monitor instances)",
      optional: true,
      options: [
        "POLICY",
        "IN_DRATA",
        "AGENT",
        "INFRASTRUCTURE",
        "VERSION_CONTROL",
        "IDENTITY",
        "TICKETING",
        "HRIS",
        "OBSERVABILITY",
      ],
    },
  },
  hooks: {
    async deploy() {
      const response = await this.drata.listMonitors({
        paginate: true,
        params: {
          checkResultStatus: "FAILED",
          reportInterval: "WEEKLY",
        },
      });

      const visitedIds = {};
      for (const monitor of response.data) {
        const ts = Date.parse(monitor.lastCheck);
        visitedIds[monitor.id] = ts;

        this.$emit(monitor, {
          id: `${monitor.id}_${ts}`,
          summary: `Historical failed monitor event: ${monitor.name}`,
          ts,
        });
      }

      this._setVisitedIds(visitedIds);
    },
  },
  methods: {
    _getVisitedIds() {
      return this.db.get("visitedIds") || {};
    },
    _setVisitedIds(visitedIds) {
      this.db.set("visitedIds", visitedIds);
    },
  },
  async run() {
    const visitedIds = this._getVisitedIds();

    const response = await this.drata.listMonitors({
      paginate: true,
      params: {
        checkResultStatus: "FAILED",
        reportInterval: "WEEKLY",
      },
    });

    for (const monitor of response.data) {
      const id = monitor.id;
      const ts = Date.parse(monitor.lastCheck);

      if (!visitedIds[id] || ts > visitedIds[id]) {
        visitedIds[id] = ts;

        this.$emit(monitor, {
          id: `${monitor.id}_${ts}`,
          summary: `Failed: ${monitor.name}`,
          ts,
        });
      }
    }

    this._setVisitedIds(visitedIds);
  },
};

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
Drata	`drata`	`app`	This component uses the Drata app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Check Type	`checkType`	`string`	Select a value from the drop down menu:`POLICYIN_DRATAAGENTINFRASTRUCTUREVERSION_CONTROLIDENTITYTICKETINGHRISOBSERVABILITY`

Trigger Authentication#

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

Make sure you're logged into the Drata UI, then see these docs to create a Drata API key. Enter it below.

About Drata#

Drata automates your compliance journey from start to audit-ready and beyond and provides support from the security and compliance experts who built it.

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 Failed Monitor from Drata API

Pipedream makes it easy to connect APIs for Zoho CRM, Drata 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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