Convert Lead with Zoho CRM API on Entity Updated from Fibery API

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Trigger workflow on

Entity Updated from the Fibery 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 Fibery 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 Entity Updated trigger
1. Connect your Fibery account
2. Select a 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#

Entity Updated on Fibery

Description:Emit new event for every updated entity of a certain type. [See the docs here](https://api.fibery.io/#webhooks)

Version:0.0.1

Key:fibery-entity-updated

View on GitHub

Fibery Overview#

Fibery is a versatile work management platform, and its API amplifies this versatility within Pipedream's environment. Leveraging the Fibery API on Pipedream, you can automate complex workflows that span across project management, product development, and collaborative functions. This includes actions like syncing issues across platforms, aggregating feedback into product roadmaps, or updating project timelines based on external triggers. With Pipedream, you can listen for webhooks, schedule tasks, and seamlessly connect Fibery with other apps to create a dynamic, interconnected workspace.

Trigger Code#

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

export default {
  ...base,
  key: "fibery-entity-updated",
  name: "Entity Updated",
  description: "Emit new event for every updated entity of a certain type. [See the docs here](https://api.fibery.io/#webhooks)",
  type: "source",
  version: "0.0.1",
  methods: {
    ...base.methods,
    hasUpdatedValue(valuesBefore) {
      return Object.keys(valuesBefore).length > 1;
    },
  },
  async run(event) {
    console.log(`Received new event with ${event.body.effects.length} sequence(s)`);
    event.body.effects
      .filter(({ effect }) => effect === "fibery.entity/update")
      .filter(({ valuesBefore }) => this.hasUpdatedValue(valuesBefore))
      .forEach((entity) => {
        this.$emit(entity, {
          id: entity.id,
          summary: `Updated entity: ${this.getEntityId(entity)}`,
          ts: entity.values["fibery/modification-date"],
        });
      });
  },
};

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
Fibery	`fibery`	`app`	This component uses the Fibery 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.
Type	`type`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

First, enter your Fibery account name. Your account name is the host portion of your workspace URL: [ACCOUNT NAME].fibery.io.

See the Fibery API docs to generate your API key. Enter that key below, as well.

About Fibery#

Connected workspace for teams

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 Entity Updated from Fibery API

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