Convert Lead with Zoho CRM API on New Invoice from Wave API

Pipedream makes it easy to connect APIs for Zoho CRM, Wave and 2,400+ other apps remarkably fast.

Trigger workflow on

New Invoice from the Wave 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 Wave 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 Invoice trigger
1. Connect your Wave account
2. Configure timer
3. Select a Business
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 Invoice on Wave

Description:Emit new event when an invoice is created.

Version:0.0.1

Key:wave-new-invoice

View on GitHub

Wave Overview#

Wave is a financial software that simplifies accounting, invoicing, and receipt scanning for small businesses. With the Wave API, you can automate various financial tasks directly within Pipedream. You can create invoices, manage customers, process payments, and extract financial reports. Integrating Wave with Pipedream allows you to connect your accounting workflow with other apps, triggering actions based on financial events or scheduling regular financial operations.

Trigger Code#

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

export default {
  ...commonSources,
  type: "source",
  key: "wave-new-invoice",
  name: "New Invoice",
  version: "0.0.1",
  description: "Emit new event when an invoice is created.",
  methods: {
    ...commonSources.methods,
    emitEvent(invoice) {
      this.$emit(invoice, {
        id: invoice.id,
        summary: `Invoice Number #${invoice.invoiceNumber}`,
        ts: invoice.createdAt,
      });
    },
  },
  async run() {
    let page = 1;
    const eventsToEmit = [];
    const lastEventId = this.getLastEventId();

    loop1:
    while (true) {
      const res = await this.app.listInvoicesByBusiness(
        this.businessId,
        page,
      );

      for (const invoice of res.data.business.invoices.edges) {
        // If we've already seen this invoice (based on event ID), break out of the loop.
        if (lastEventId && invoice.node.id === lastEventId) {
          break loop1;
        }
        eventsToEmit.unshift(invoice);
      }

      const {
        currentPage,
        totalPages,
      } = res.data.business.invoices.pageInfo;
      if (currentPage === totalPages) {
        break;
      }

      page++;
    }
    for (const invoice of eventsToEmit) {
      this.emitEvent(invoice.node);
    }

    if (eventsToEmit.length > 0) {
      this.setLastEventId(eventsToEmit[eventsToEmit.length - 1].node.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
Wave	`app`	`app`	This component uses the Wave app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Business	`businessId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Wave uses OAuth authentication. When you connect your Wave account, Pipedream will open a popup window where you can sign into Wave and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Wave API.

Pipedream requests the following authorization scopes when you connect your account:

account:*business:*customer:*invoice:*product:*sales_tax:*transaction:*user:*vendor:*

About Wave#

One-stop money management software for your small 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 Invoice from Wave API

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