Convert Lead with Zoho CRM API on New Current Message from Vestaboard API

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Trigger workflow on

New Current Message from the Vestaboard 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 Vestaboard 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 Current Message trigger
1. Connect your Vestaboard account
2. Configure timer
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 Current Message on Vestaboard

Description:Emit new event when a new message is displayed on a board. [See the docs](https://docs.vestaboard.com/read-write)

Version:0.0.1

Key:vestaboard-new-current-message

View on GitHub

Vestaboard Overview#

The Vestaboard API allows you to control a networked, mechanical split-flap display, enabling you to automate the content it shows. By integrating with Pipedream, you can develop serverless workflows that respond to various triggers (like incoming webhooks, emails, or scheduled timers) and push updates to your Vestaboard. You can dynamically display information such as meeting reminders, real-time performance metrics, or custom messages based on events from other apps and services.

Trigger Code#

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

export default {
  key: "vestaboard-new-current-message",
  name: "New Current Message",
  description: "Emit new event when a new message is displayed on a board. [See the docs](https://docs.vestaboard.com/read-write)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    vestaboard,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  hooks: {
    async deploy() {
      const { currentMessage } = await this.vestaboard.getCurrentMessage();
      if (!currentMessage) {
        return;
      }
      this.emitEvent(currentMessage);
      this._setPreviousId(currentMessage.id);
    },
  },
  methods: {
    _getPreviousId() {
      return this.db.get("previousId");
    },
    _setPreviousId(previousId) {
      this.db.set("previousId", previousId);
    },
    generateMeta({ id }) {
      const ts = Date.now();
      return {
        id: `${id}${ts}`,
        summary: `New Message with ID ${id}`,
        ts,
      };
    },
    emitEvent(message) {
      const meta = this.generateMeta(message);
      this.$emit(message, meta);
    },
  },
  async run() {
    const previousId = this._getPreviousId();
    const { currentMessage } = await this.vestaboard.getCurrentMessage();
    if (!currentMessage || currentMessage.id === previousId) {
      return;
    }
    this.emitEvent(currentMessage);
    this._setPreviousId(currentMessage.id);
  },
};

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
Vestaboard	`vestaboard`	`app`	This component uses the Vestaboard app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API keys,

Navigate to your Vestaboard account and sign in
Go to “API” > “Installables”
On one of your Installables, click on “DETAILS”
Go to “API Credentials”
Navigate to "API" > "Read/Write API"
Click "Enabled" and copy your Read/Write API Key.

About Vestaboard#

Vestaboard is smart messaging display you control with your phone or PC.

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 Current Message from Vestaboard API

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