Convert Lead with Zoho CRM API on New Updated Record (Instant) from Ragic API

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New Updated Record (Instant) from the Ragic 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 Ragic 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 Updated Record (Instant) trigger
1. Connect your Ragic account
2. Select a Tab
3. Select a Sheet
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 Updated Record (Instant) on Ragic

Description:Emit new event when a record is updated. [Instructions on creating webhooks here](https://www.ragic.com/intl/en/doc-api/33/Webhook-on-Ragic).

Version:0.0.1

Key:ragic-record-updated-instant

View on GitHub

Ragic Overview#

The Ragic API offers a robust way to interact with your Ragic databases, enabling you to create, read, update, and delete records programmatically. With its API, you can automate data entry, synchronize data across platforms, and trigger custom workflows. Pipedream amplifies these capabilities with a serverless platform where you can deploy these automations rapidly, reacting to events in Ragic or orchestrating actions across multiple apps.

Trigger Code#

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

const docLink = "https://www.ragic.com/intl/en/doc-api/33/Webhook-on-Ragic";

export default {
  ...base,
  key: "ragic-record-updated-instant",
  name: "New Updated Record (Instant)",
  description: `Emit new event when a record is updated. [Instructions on creating webhooks here](${docLink}).`,
  version: "0.0.1",
  type: "source",
  methods: {
    ...base.methods,
    isRelevant(recordId) {
      if (this.isUpdate(recordId)) {
        return true;
      }
      this.addRecord(recordId);
    },
  },
};

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
Ragic	`ragic`	`app`	This component uses the Ragic app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Tab	`tab`	`string`	Select a value from the drop down menu.
Sheet	`sheet`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

You can get your API Key on your Home menu on the top right then Personal Settings > Profile.
Your database is 12345678 if your Ragic URL is https://www.ragic.com/1234567
Your domain is abc if your Ragic URL is https://abc.ragic.com/12345678

About Ragic#

Be your own data expert! Visit www.ragic.com to get started with your free database!

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 Updated Record (Instant) from Ragic API

Pipedream makes it easy to connect APIs for Zoho CRM, Ragic and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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