Convert Lead with Zoho CRM API on New Shipping Label Created from Shipengine API

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Trigger workflow on

New Shipping Label Created from the Shipengine 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 Shipengine 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 Shipping Label Created trigger
1. Connect your Shipengine account
2. Configure Polling schedule
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 Shipping Label Created on Shipengine

Description:Emit new event when a new label is shipped. [See the docs](https://shipengine.github.io/shipengine-openapi/#operation/create_webhook).

Version:0.0.2

Key:shipengine-shipping-label-created

View on GitHub

Shipengine Overview#

The Shipengine API enables robust automation possibilities for shipping logistics. From label creation, rate comparison, to tracking shipments, the API provides the tools to streamline e-commerce and shipping workflows. By harnessing Shipengine's capabilities through Pipedream, you can build seamless integrations that connect your shipping operations with other business processes, enhancing efficiency and reducing manual overhead.

Trigger Code#

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "shipengine-shipping-label-created",
  name: "New Shipping Label Created",
  description: "Emit new event when a new label is shipped. [See the docs](https://shipengine.github.io/shipengine-openapi/#operation/create_webhook).",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.app.listLabels;
    },
    getResourcesFnArgs(url) {
      return {
        url,
        params: {
          created_at_start: this.getLastCreatedAtStart(),
        },
      };
    },
    getResourcesName() {
      return "labels";
    },
    generateMeta(resource) {
      return {
        id: resource.shipment_id,
        ts: Date.parse(resource.created_at),
        summary: `New Shipping Label ${resource.shipment_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
Shipengine	`app`	`app`	This component uses the Shipengine app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the ShipEngine API

Trigger Authentication#

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

Get your API key in the API Management section

About Shipengine#

Shipping API & multi carrier shipping system

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.

More Ways to Connect Zoho CRM + Shipengine#

Other Popular Integrations#

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Convert Lead with Zoho CRM API on New Shipping Label Created from Shipengine API

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