Convert Lead with Zoho CRM API on New Job Overdue from Senta API

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New Job Overdue from the Senta 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 Senta 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 Job Overdue trigger
1. Connect your Senta account
2. Configure timer
3. Configure Client View ID
4. Select a Client
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 Job Overdue on Senta

Description:Emit new event when a job becomes overdue.

Version:0.0.1

Key:senta-job-overdue

View on GitHub

Senta Overview#

The Senta API allows you to automate and integrate practice management tasks within the Senta platform. Leveraging Pipedream's capabilities, you can create workflows that streamline client onboarding, automate communication, task management, and synchronize data with other services. With Pipedream's serverless platform, these workflows can be triggered by various events, such as incoming emails, schedule timings, or actions from other apps, offering a seamless way to enhance your practice management operations.

Trigger Code#

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

export default {
  key: "senta-job-overdue",
  name: "New Job Overdue",
  description: "Emit new event when a job becomes overdue.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    senta,
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    clientViewId: {
      propDefinition: [
        senta,
        "clientViewId",
      ],
    },
    clientId: {
      propDefinition: [
        senta,
        "clientId",
        (c) => ({
          clientViewId: c.clientViewId,
        }),
      ],
    },
  },
  methods: {
    generateMeta(job) {
      return {
        id: job._id,
        summary: job.title,
        ts: Date.now(),
      };
    },
  },
  async run() {
    const { docs } = await this.senta.listJobs({
      params: {
        cid: this.clientId,
        status: "overdue",
      },
    });
    for (const doc of docs) {
      const meta = this.generateMeta(doc);
      this.$emit(doc, meta);
    }
  },
};

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
Senta	`senta`	`app`	This component uses the Senta app.
	`timer`	`$.interface.timer`
Client View ID	`clientViewId`	`string`	Take any publicly-browsable client list, e.g. `https://acme.senta.co/c/l/v08a361263f4a` - the `v08a361263f4a` is the "viewId", i.e. the unique id of the client list that has been created by the practice.
Client	`clientId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To generate and copy your API Key,

Navigate to your Senta account and sign in
Click the “Settings” menu with the gear icon on the top right
Click “Add Integration”
Click “Generate API Key”

Your subdomain is 1234 if your Senta workspace URL is https://1234.senta.co

About Senta#

Practice management software for accountants and bookkeepers from £29 per user, per month. Officially the friendliest software of the year.

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 Job Overdue from Senta API

Pipedream makes it easy to connect APIs for Zoho CRM, Senta and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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