Convert Lead with Zoho CRM API on New Viewing Session from Wistia API

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Trigger workflow on

New Viewing Session from the Wistia 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 Wistia 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 Viewing Session trigger
1. Connect your Wistia account
2. Configure timer
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 Viewing Session on Wistia

Description:Emit new event for each new viewing session.

Version:0.0.3

Key:wistia-new-viewing-session

View on GitHub

Wistia Overview#

The Wistia API lets you dive deep into video analytics, manage your media library, and automate video workflows. It's great for developers aiming to extend the functionality of their Wistia-hosted content. When used within Pipedream, you can integrate Wistia with countless other apps and services to create robust automations. You could, for instance, update a CRM with video view data, send custom email alerts based on viewer behavior, or even synchronize video uploads with a content management system.

Trigger Code#

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

export default {
  name: "New Viewing Session",
  version: "0.0.3",
  key: "wistia-new-viewing-session",
  description: "Emit new event for each new viewing session.",
  type: "source",
  dedupe: "unique",
  props: {
    wistia,
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    async emitEvent(data) {
      this.$emit(data, {
        id: data.event_key,
        summary: `New viewing session with id ${data.event_key}`,
        ts: Date.parse(data.received_at),
      });
    },
  },
  hooks: {
    async deploy() {
      const medias = await this.wistia.getViewingSessions({
        params: {
          per_page: 10,
        },
      });

      medias.forEach(this.emitEvent);
    },
  },
  async run() {
    let page = 0;

    while (page >= 0) {
      const medias = await this.wistia.getViewingSessions({
        params: {
          page,
          per_page: 100,
        },
      });

      medias.forEach(this.emitEvent);

      if (medias.length < 100) {
        return;
      }

      page++;
    }
  },
};

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
Wistia	`wistia`	`app`	This component uses the Wistia app.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

When your Wistia account is created, a master token will automatically be generated for you account, which you can find in the API tab of your Account Settings in your Wistia account. This master token has full read/write permissions on your account. You can generate additional access tokens with various permissions as well.

About Wistia#

Software that makes it easy to find, engage, and grow your audience with video.

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 Viewing Session from Wistia API

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