Convert Lead with Zoho CRM API on New Document in Firestore Collection from Firebase Admin SDK API

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New Document in Firestore Collection from the Firebase Admin SDK 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 Firebase Admin SDK 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 Document in Firestore Collection trigger
1. Connect your Firebase Admin SDK account
2. Configure Polling Interval
3. Optional- Select a Database Region
4. Configure Structured Query
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 Document in Firestore Collection on Firebase Admin SDK

Description:Emit new event when a structured query returns new documents

Version:0.0.7

Key:firebase_admin_sdk-new-doc-in-firestore-collection

View on GitHub

Firebase Admin SDK Overview#

The Firebase Admin SDK API provides powerful backend functionality for Firebase apps. It allows you to interact with Firebase services like Firestore, Firebase Realtime Database, Firebase Storage, and Firebase Authentication directly from a server. With Pipedream, you can harness this API to automate complex workflows, respond to Firebase events in real-time, and integrate with countless other services.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "firebase_admin_sdk-new-doc-in-firestore-collection",
  name: "New Document in Firestore Collection",
  description: "Emit new event when a structured query returns new documents",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    query: {
      propDefinition: [
        common.props.firebase,
        "query",
      ],
    },
  },
  methods: {
    ...common.methods,
    async processEvent() {
      const structuredQuery = JSON.parse(this.query);

      const queryResults = await this.firebase.runQuery(structuredQuery);

      for (const result of queryResults) {
        const meta = this.generateMeta(result);
        this.$emit(result, meta);
      }
    },
    generateMeta({ document }) {
      const {
        name,
        createTime,
      } = document;
      const id = name.substring(name.lastIndexOf("/") + 1);
      return {
        id,
        summary: name,
        ts: Date.parse(createTime),
      };
    },
  },
};

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
Firebase Admin SDK	`firebase`	`app`	This component uses the Firebase Admin SDK app.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Database Region	`databaseRegion`	`string`	Select a value from the drop down menu:`{ "label": "us-central1", "value": "firebaseio.com" }{ "label": "europe-west1", "value": "europe-west1.firebasedatabase.app" }{ "label": "asia-southeast1", "value": "asia-southeast1.firebasedatabase.app" }`
Structured Query	`query`	`string`	Enter a structured query that returns new records from your target collection. Example: `{ "select": { "fields": [] }, "from": [ { "collectionId": "<YOUR COLLECTION>", "allDescendants": "true" } ] }`

Trigger Authentication#

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

Enable the Cloud Firestore API on your Firebase account, and make sure you've created at least one collection in the database.
Follow these instructions to generate a private key tied to your Firebase service account. This will generate a JSON file that contains the project ID, private key, and client email that you should paste below.
When entering the private key, please add the full string included in the JSON file, from -----BEGIN PRIVATE KEY----- to -----END PRIVATE KEY-----, with all newline characters included.

About Firebase Admin SDK#

Firebase is Google's mobile platform that helps you quickly develop high-quality apps and grow 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

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

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Convert Lead with Zoho CRM API on New Document in Firestore Collection from Firebase Admin SDK API

Pipedream makes it easy to connect APIs for Zoho CRM, Firebase Admin SDK 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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