Convert Lead with Zoho CRM API on New Bug Reported from Zoho BugTracker API

Pipedream makes it easy to connect APIs for Zoho CRM, Zoho BugTracker and 2,400+ other apps remarkably fast.

Trigger workflow on

New Bug Reported from the Zoho BugTracker API

Next, do this

Convert Lead with the Zoho CRM API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Zoho BugTracker 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 Bug Reported trigger
1. Connect your Zoho BugTracker account
2. Configure Polling interval
3. Select a Portal Id
4. Select a Project Id
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 Bug Reported on Zoho BugTracker

Description:Emit new event when a new bug is reported.

Version:0.0.1

Key:zoho_bugtracker-new-bug-reported

View on GitHub

Zoho BugTracker Overview#

The Zoho BugTracker API allows you to interact programmatically with Zoho BugTracker, a tool designed for tracking and fixing bugs in your software projects. With this API, you can create, read, update, and delete information related to bugs, projects, users, and more. On Pipedream, you can harness this API to automate workflows, sync data across apps, and optimize bug management processes. Whether it's triggering actions based on bug updates or collating bug reports for analysis, Pipedream’s serverless platform simplifies integrating Zoho BugTracker with hundreds of other apps for seamless automation.

Trigger Code#

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

export default {
  key: "zoho_bugtracker-new-bug-reported",
  name: "New Bug Reported",
  version: "0.0.1",
  description: "Emit new event when a new bug is reported.",
  type: "source",
  dedupe: "unique",
  props: {
    zohoBugtracker,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Zoho BugTracker on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    portalId: {
      propDefinition: [
        zohoBugtracker,
        "portalId",
      ],
    },
    projectId: {
      propDefinition: [
        zohoBugtracker,
        "projectId",
        ({ portalId }) => ({
          portalId,
        }),
      ],
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate");
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults) {
      const {
        zohoBugtracker,
        portalId,
        projectId,
      } = this;

      const lastDate = this._getLastDate();
      let responseArray = [];

      const items = zohoBugtracker.paginate({
        fn: zohoBugtracker.listBugs,
        params: {
          sort_column: "created_time",
          sort_order: "descending",
        },
        portalId,
        projectId,
        maxResults,
      });

      for await (const item of items) {
        if (item.created_time_long === lastDate) {
          break;
        }
        responseArray.push(item);
      }

      if (responseArray[0]) {
        this._setLastDate(responseArray[0].created_time_long);
      }

      for (const responseItem of responseArray.reverse()) {
        this.$emit(
          responseItem,
          {
            id: responseItem.id_string,
            summary: `A new bug with id: "${responseItem.id_string}" was reported!`,
            ts: responseItem.created_time_long,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
};

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
Zoho BugTracker	`zohoBugtracker`	`app`	This component uses the Zoho BugTracker app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho BugTracker on this schedule
Portal Id	`portalId`	`string`	Select a value from the drop down menu.
Project Id	`projectId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Zoho BugTracker uses OAuth authentication. When you connect your Zoho BugTracker account, Pipedream will open a popup window where you can sign into Zoho BugTracker 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 BugTracker API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoBugTracker.bugs.READZohoBugTracker.bugs.CREATEZohoBugTracker.bugs.UPDATEZohoBugTracker.projects.READZohoBugTracker.users.READZohoBugTracker.portals.READZohoProjects.portals.READZohoBugTracker.milestones.READ

About Zoho BugTracker#

Zoho BugTracker is an online bug tracker and issue tracking software that helps you to track and fix bugs quickly.

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 Bug Reported from Zoho BugTracker API

Pipedream makes it easy to connect APIs for Zoho CRM, Zoho BugTracker and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular