Convert Lead with Zoho CRM API on New Booking with State from Timekit API

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New Booking with State from the Timekit 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 Timekit 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 Booking with State trigger
1. Connect your Timekit account
2. Select a Graph Type
3. Select a Booking State
4. Optional- Configure Secret
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 Booking with State on Timekit

Description:Emit new event when a booking has a specific state. [See the docs](https://developers.timekit.io/reference/graphs).

Version:0.0.1

Key:timekit-booking-with-state

View on GitHub

Timekit Overview#

Timekit is a flexible booking and resource management API that enables developers to create and manage appointments and calendars. With Timekit, you can automate the scheduling process, sync calendars, manage bookings, and craft customized booking experiences. Using Pipedream, you can leverage Timekit to create efficient workflows that automate scheduling-related tasks, trigger actions based on calendar events, and integrate with various other services for a seamless operational ecosystem.

Trigger Code#

import timekit from "../../timekit.app.mjs";
import crypto from "crypto";

const docLink = "https://developers.timekit.io/reference/graphs";

export default {
  key: "timekit-booking-with-state",
  name: "New Booking with State",
  description: `Emit new event when a booking has a specific state. [See the docs](${docLink}).`,
  version: "0.0.1",
  type: "source",
  props: {
    timekit,
    db: "$.service.db",
    http: "$.interface.http",
    graph: {
      propDefinition: [
        timekit,
        "graph",
      ],
    },
    state: {
      propDefinition: [
        timekit,
        "state",
        (c) => ({
          graph: c.graph,
        }),
      ],
    },
    secret: {
      type: "string",
      label: "Secret",
      description: "Configured secret to verify webhook events. If left blank, no verification will be done. Navigate to API Settings > Keys and look for the last card on the page. The secret shown there is the key you'll use",
      secret: true,
      optional: true,
    },
  },
  hooks: {
    async activate() {
      console.log("Creating webhook...");
      const response = await this.timekit.createWebhook({
        data: {
          url: this.http.endpoint,
          graph: this.graph,
          state: this.state,
          method: "post",
        },
      });
      const id = response.meta.message.split("id ")[1];
      this._setWebhookId(id);
    },
    async deactivate() {
      const id = this._getWebhookId();
      await this.timekit.deleteWebhook({
        id,
      });
      console.log(`Webhook ${id} was deleted successfully`);
    },
  },
  methods: {
    _getWebhookId() {
      return this.db.get("webhookId");
    },
    _setWebhookId(id) {
      this.db.set("webhookId", id);
    },
    verifySecret(payload, header) {
      if (this.secret) {
        const hash = crypto
          .createHmac("sha256", this.secret)
          .update(payload)
          .digest("hex");
        return hash === header;
      }
      return true;
    },
  },
  async run(event) {
    if (!this.verifySecret(event.bodyRaw, event.headers["x-timekit-signature"])) {
      console.log("Secret verification has failed for the incoming event. Skipping...");
      return;
    }

    const {
      id,
      description,
      updated_at: ts,
    } = event.body;

    this.$emit(event.body, {
      id,
      summary: `New ${this.graph} booking ${this.state}: ${description}`,
      ts,
    });
  },
};

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
Timekit	`timekit`	`app`	This component uses the Timekit 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.
Graph Type	`graph`	`string`	Select a value from the drop down menu:`instantinstant_paymentconfirm_declinegroup_ownergroup_customergroup_customer_paymentreservation`
Booking State	`state`	`string`	Select a value from the drop down menu.
Secret	`secret`	`string`	Configured secret to verify webhook events. If left blank, no verification will be done. Navigate to API Settings > Keys and look for the last card on the page. The secret shown there is the key you'll use

Trigger Authentication#

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

You can find your app's API key in the Admin Dashboard under "API settings".

About Timekit#

Timekit lets you build scalable and flexible booking experiences and scheduling flows that grow your business.

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 Booking with State from Timekit API

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