Convert Lead with Zoho CRM API on New Remote Directory Watcher from SFTP (password-based auth) API

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New Remote Directory Watcher from the SFTP (password-based auth) 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 SFTP (password-based auth) 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 Remote Directory Watcher trigger
1. Connect your SFTP (password-based auth) account
2. Configure timer
3. Configure Root directory
4. Configure Maximum watcher depth
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 Remote Directory Watcher on SFTP (password-based auth)

Description:Emit new events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)

Version:0.0.1

Key:sftp_password_based_auth-watch-remote-directory

View on GitHub

SFTP (password-based auth) Overview#

SFTP on Pipedream enables secure file management on remote servers directly from your workflows. Utilize this app to automate file uploads, downloads, and synchronization tasks between your systems and SFTP servers. Implement robust data pipelines or deploy content to web servers without manual intervention, all while maintaining a high level of security with password-based authentication.

Trigger Code#

import sftpApp from "../../sftp_password_based_auth.app.mjs";
import base from "../../../sftp/sources/watch-remote-directory/watch-remote-directory.mjs";

export default {
  ...base,
  key: "sftp_password_based_auth-watch-remote-directory",
  name: "New Remote Directory Watcher",
  description: "Emit new events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)",
  version: "0.0.1",
  type: "source",
  props: {
    ...base.props,
    sftpApp,
  },
  methods: {
    ...base.methods,
    async connect() {
      return await this.sftpApp.connect();
    },
  },
};

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
SFTP (password-based auth)	`sftpApp`	`app`	This component uses the SFTP (password-based auth) app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Root directory	`rootDirectory`	`string`	Root directory to be watched. example: `/public`
Maximum watcher depth	`maxDepth`	`integer`	Watch all subdirectories within of the root directory, considering the selected maximum depth.

Trigger Authentication#

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

Below, enter the hostname of the SFTP server you'd like to connect to, your username, and the password you'd like to use to connect.

This app only supports password-based authentication, not authentication via private key. If you need to use a private key to connect to a host, please use the SFTP (key-based auth) app, instead.

About SFTP (password-based auth)#

Interact with an SFTP (SSH File Transfer Protocol) Server using a username and password for auth

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 Remote Directory Watcher from SFTP (password-based auth) API

Pipedream makes it easy to connect APIs for Zoho CRM, SFTP (password-based auth) 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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