Convert Lead with Zoho CRM API on New Column from Microsoft SQL Server API

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Trigger workflow on

New Column from the Microsoft SQL Server 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 Microsoft SQL Server 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 Column trigger
1. Connect your Microsoft SQL Server account
2. Configure Polling schedule
3. Select a Table
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 Column on Microsoft SQL Server

Description:Triggers when a new column is added to a table. [See the documentation](https://learn.microsoft.com/en-us/sql/relational-databases/system-catalog-views/sys-columns-transact-sql?view=sql-server-ver16)

Version:0.0.5

Key:microsoft_sql_server-new-column

View on GitHub

Microsoft SQL Server Overview#

With the Microsoft SQL Server API on Pipedream, you can automate your database operations and create powerful integrations. This API allows you to execute queries, manage databases, and trigger actions based on data changes. Implementing workflows that react to database events, manipulate data, or synchronize SQL Server data with other services, becomes effortless with Pipedream's serverless platform.

Trigger Code#

import { v4 as uuidv4 } from "uuid";
import common from "../common/polling.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "microsoft_sql_server-new-column",
  name: "New Column",
  description: "Triggers when a new column is added to a table. [See the documentation](https://learn.microsoft.com/en-us/sql/relational-databases/system-catalog-views/sys-columns-transact-sql?view=sql-server-ver16)",
  type: "source",
  version: "0.0.5",
  dedupe: "unique",
  props: {
    ...common.props,
    table: {
      propDefinition: [
        common.props.app,
        "table",
      ],
    },
  },
  methods: {
    ...common.methods,
    getCurrentColumns() {
      return this.db.get(constants.CURRENT_COLUMNS) || [];
    },
    setCurrentColumns(columns) {
      this.db.set(constants.CURRENT_COLUMNS, columns);
    },
    generateMeta(resource) {
      return {
        id: uuidv4(),
        summary: `New Column Added: ${resource.COLUMN_NAME}`,
        ts: Date.now(),
      };
    },
    async listResults() {
      const {
        app,
        table,
        getCurrentColumns,
      } = this;

      const columns = getCurrentColumns();
      const { recordset } = await app.listNewColumns({
        table,
        columns,
      });

      const newColumns = recordset.map(({ COLUMN_NAME: column }) => column);

      this.processResources(recordset);
      this.setCurrentColumns(newColumns.concat(columns));
    },
  },
};

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
Microsoft SQL Server	`app`	`app`	This component uses the Microsoft SQL Server app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API
Table	`table`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Before you connect to your Microsoft SQL Server database from Pipedream, please make sure your database is either:

Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 1433), or
Accessible from a static IP that you've configured from a VPC in Pipedream, and enabled the workflow to connect through that VPC

About Microsoft SQL Server#

Unleash the power of your data—on-premises, in the cloud, or at the edge—and reveal insights to transform 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 Column from Microsoft SQL Server API

Pipedream makes it easy to connect APIs for Zoho CRM, Microsoft SQL Server 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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