Convert Lead with Zoho CRM API on New Message (Instant) from Cisco Webex API

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Trigger workflow on

New Message (Instant) from the Cisco Webex 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 Cisco Webex 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 Message (Instant) trigger
1. Connect your Cisco Webex account
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 Message (Instant) on Cisco Webex

Description:Emit new event when a message is added. [See the docs here](https://developer.webex.com/docs/api/guides/webhooks#webex-webhooks)

Version:0.1.0

Key:cisco_webex-new-message

View on GitHub

Cisco Webex Overview#

The Cisco Webex API allows developers to integrate their applications with Cisco's robust collaboration tools, creating a workflow of communication within teams and automating various aspects of the meeting lifecycle, from scheduling to follow-up actions. With this API, you can streamline meeting setups, fetch detailed information about participants and meetings, send messages to spaces (rooms), and manage your Webex resources programmatically. Leveraging Pipedream's capabilities, you can connect these features with other apps to automate complex tasks, analyze meeting data, enhance productivity, and maintain a well-organized communication ecosystem.

Trigger Code#

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

export default {
  ...common,
  key: "cisco_webex-new-message",
  name: "New Message (Instant)",
  description: "Emit new event when a message is added. [See the docs here](https://developer.webex.com/docs/api/guides/webhooks#webex-webhooks)",
  type: "source",
  version: "0.1.0",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookName() {
      return "New Message";
    },
    getResourceType() {
      return constants.RESOURCE_TYPE.MESSAGES;
    },
    getEventType() {
      return constants.EVENT_TYPE.CREATED;
    },
    getMetadata(body) {
      const {
        data: resource,
        created,
      } = body;
      return {
        id: resource.id,
        summary: `New message created by ${resource.personEmail}`,
        ts: Date.parse(created),
      };
    },
  },
};

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
Cisco Webex	`ciscoWebex`	`app`	This component uses the Cisco Webex 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.

Trigger Authentication#

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

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

spark:allspark-admin:people_readspark-admin:people_writespark:devices_readspark:devices_write

About Cisco Webex#

Video conferencing, online meetings, screen share, and webinars

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 Message (Instant) from Cisco Webex API

Pipedream makes it easy to connect APIs for Zoho CRM, Cisco Webex 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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