Convert Lead with Zoho CRM API on New Agreement with Status from Concord API

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Trigger workflow on

New Agreement with Status from the Concord 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 Concord 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 Agreement with Status trigger
1. Connect your Concord account
2. Configure timer
3. Select a Organization ID
4. Optional- Select one or more Status(es)
5. Optional- Configure Filter by search pattern
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 Agreement with Status on Concord

Description:Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)

Version:0.0.1

Key:concord-new-agreement-with-status

View on GitHub

Concord Overview#

The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.

Trigger Code#

import app from "../../app/concord.app.mjs";
import { defineSource } from "@pipedream/types";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import { AGREEMENT_LIST_STATUSES } from "../../common/constants.mjs";
export default defineSource({
    key: "concord-new-agreement-with-status",
    name: "New Agreement with Status",
    description: "Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)",
    version: "0.0.1",
    type: "source",
    props: {
        app,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        organizationId: {
            propDefinition: [
                app,
                "organizationId",
            ],
        },
        statuses: {
            label: "Status(es)",
            description: "One or more statuses to emit events for. If none are selected, events will be emitted for all statuses.",
            type: "string[]",
            options: AGREEMENT_LIST_STATUSES,
            optional: true,
        },
        search: {
            label: "Filter by search pattern",
            description: "If set, events will only be emitted for agreement matching the specified pattern",
            type: "string",
            optional: true,
        },
    },
    hooks: {
        async deploy() {
            await this.getAndProcessData();
        },
    },
    methods: {
        getSavedIds() {
            return this.db.get("savedIds");
        },
        setSavedIds(data) {
            this.db.set("savedIds", data);
        },
        async getAndProcessData() {
            const { organizationId, search, statuses, } = this;
            const data = await this.app.listAgreements({
                organizationId,
                search,
                statuses,
            });
            if (data) {
                const savedIds = this.getSavedIds() ?? [];
                data
                    .filter(({ uuid }) => !savedIds.includes(uuid))
                    .reverse()
                    .forEach((obj) => {
                    this.emitEvent(obj);
                    savedIds.push(obj.uuid);
                });
                this.setSavedIds(savedIds);
            }
        },
        emitEvent(data) {
            const ts = Date.now();
            const { uuid: id } = data;
            this.$emit(data, {
                id,
                summary: `New Agreement (${data.status}): "${data.title}"`,
                ts,
            });
        },
    },
    async run() {
        await this.getAndProcessData();
    },
});

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
Concord	`app`	`app`	This component uses the Concord app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Status(es)	`statuses`	`string[]`	Select a value from the drop down menu:`DRAFTVALIDATIONNEGOTIATIONSIGNINGUNKNOWN_CONTRACTFUTURE_CONTRACTCURRENT_CONTRACTCOMPLETED_CONTRACTCOMPLETED_CANCEL_CONTRACTCOMPLETED_CONTRACT_RENEWABLEBROKENNEGO_INVITETEMPLATETEMPLATE_AUTO`
Filter by search pattern	`search`	`string`	If set, events will only be emitted for agreement matching the specified pattern

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your Concord account and sign in
Go to “Integrations” > “Concord API”

About Concord#

Take control of your contract lifecycle management with drafting, approvals, e-signature and storage — all in one place.

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 Agreement with Status from Concord API

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