Convert Lead with Zoho CRM API on New Flow Event from TextIt API

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Trigger workflow on

New Flow Event from the TextIt 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 TextIt 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 Flow Event trigger
1. Connect your TextIt account
2. Select a Resthook event
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 Flow Event on TextIt

Description:Emit new event for each new flow event

Version:0.0.1

Key:textit-new-flow-event

View on GitHub

TextIt Overview#

TextIt is an API that specializes in automating SMS, voice, and social messaging workflows. By leveraging Pipedream's integration capabilities, the TextIt API can be used to create powerful communication automations that respond in real-time to incoming messages, dispatch notifications, and interact with users. With Pipedream, these automations can be connected to a plethora of services to enhance CRM systems, facilitate survey collection, or streamline event-driven notifications.

Trigger Code#

import textit from "../../textit.app.mjs";

export default {
  name: "New Flow Event",
  version: "0.0.1",
  key: "textit-new-flow-event",
  description: "Emit new event for each new flow event",
  type: "source",
  props: {
    textit,
    db: "$.service.db",
    http: "$.interface.http",
    resthookEvent: {
      propDefinition: [
        textit,
        "resthookEvent",
      ],
    },
  },
  methods: {
    _getWebhookId() {
      return this.db.get("webhookId");
    },
    _setWebhookId(webhookId) {
      this.db.set("webhookId", webhookId);
    },
    emitEvent(event) {
      const data = event.data ?? event;

      this.$emit(data, {
        id: data.run.uuid,
        summary: `New event with id ${data.run.uuid}`,
        ts: Date.parse(data.run.created_on),
      });
    },
  },
  hooks: {
    async deploy() {
      const response = await this.textit.getResthookEvents({
        params: {
          resthook: this.resthook,
        },
      });

      response.results.reverse().forEach(this.emitEvent);
    },
    async activate() {
      const response = await this.textit.createWebhook({
        data: {
          resthook: this.resthookEvent,
          target_url: this.http.endpoint,
        },
      });

      this._setWebhookId(response.id);
    },
    async deactivate() {
      const webhookId = this._getWebhookId();
      await this.textit.removeWebhook(webhookId);
    },
  },
  async run(event) {
    this.emitEvent(event.body);
  },
};

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
TextIt	`textit`	`app`	This component uses the TextIt app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Resthook event	`resthookEvent`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Log in to your TextIt account, and head to the TextIt API v2 page. The API Key should appear on the top right if logged in.

About TextIt#

TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.

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 Flow Event from TextIt API

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