Convert Lead with Zoho CRM API on New Content Item Published (Instant) from Kontent.ai API

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Trigger workflow on

New Content Item Published (Instant) from the Kontent.ai 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 Kontent.ai 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 Content Item Published (Instant) trigger
1. Connect your Kontent.ai account
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 Content Item Published (Instant) on Kontent.ai

Description:Emit new event when a content item is published.

Version:0.0.1

Key:kontent_ai-content-item-published

View on GitHub

Kontent.ai Overview#

The Kontent.ai API offers robust content management capabilities for developers to manage and deliver content across various platforms. With this API, you can automate content creation, update content items, retrieve assets, and sync your content with other services. On Pipedream, you can harness these features to create powerful workflows that trigger on specific events, process data, and connect with other apps to streamline your content operations.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "kontent_ai-content-item-published",
  name: "New Content Item Published (Instant)",
  description: "Emit new event when a content item is published.",
  version: "0.0.1",
  type: "source",
  methods: {
    ...common.methods,
    getWebhookName(uuid) {
      return `content-item-published-${uuid}`;
    },
    getTriggers() {
      return {
        delivery_api_content_changes: [
          {
            type: "content_item_variant",
            operations: [
              "publish",
            ],
          },
        ],
      };
    },
    getSummary(id) {
      return `The content item with Id: ${id} was published!`;
    },
  },
  sampleEmit,
};

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
Kontent.ai	`kontentAi`	`app`	This component uses the Kontent.ai app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

To retrieve your API keys,

Navigate to your Kontent.ai account and sign in
Click the User menu on the left bottom
Go to “Projects.”
On one of your projects click “Open Project.”
Click the Environment menu located on the second column at the top
Go to “API Keys.”
Create a new key under "Management API keys" or "Delivery API keys" tab, depending on the Kontent.ai API you'd like to connect via Pipedream

To retrieve your Environment ID,

Navigate to your Kontent.ai account and sign in
Click the User menu on the left bottom
Go to “Projects”
On one of your projects click “Open Project”
Click the Environment menu located on the second column at the top
On one of your environments, click the More Actions option with the three dots (“Open Project”)
Go to “Environment Settings.”

About Kontent.ai#

Complete control over your content. Kontent AI is the headless CMS that enables organizations to govern all things content to deliver standout experiences.

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 Content Item Published (Instant) from Kontent.ai API

Pipedream makes it easy to connect APIs for Zoho CRM, Kontent.ai 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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