Convert Lead with Zoho CRM API on New Signature Completed (Instant) from Boloforms API

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Trigger workflow on

New Signature Completed (Instant) from the Boloforms 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 Boloforms 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 Signature Completed (Instant) trigger
1. Connect your Boloforms account
2. Configure Webhook Name
3. Select one or more Document ID
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 Signature Completed (Instant) on Boloforms

Description:Emit new event when a PDF document is fully signed. [See the documentation](https://help.boloforms.com/en/collections/8024362-webhooks)

Version:0.0.1

Key:boloforms-new-signature-completed-instant

View on GitHub

Boloforms Overview#

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "boloforms-new-signature-completed-instant",
  name: "New Signature Completed (Instant)",
  description: "Emit new event when a PDF document is fully signed. [See the documentation](https://help.boloforms.com/en/collections/8024362-webhooks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    documentId: {
      propDefinition: [
        common.props.boloforms,
        "documentId",
      ],
      withLabel: true,
    },
  },
  methods: {
    ...common.methods,
    getWebhookEvent() {
      return "new_signature_completed";
    },
    getSummary(body) {
      return `Document ${body.documentId} fully signed`;
    },
  },
  sampleEmit,
};

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
Boloforms	`boloforms`	`app`	This component uses the Boloforms 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.
Webhook Name	`webhookName`	`string`	The name of the webhook to identify on the BoloForms platform.
Document ID	`documentId`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API Key and Workspace ID,

Navigate to your Boloforms account and sign in
Click the "Settings" menu on the left bottom.
Go to “API Key”.

About Boloforms#

Take Digital Signatures in PDF & forms | Best Digital software | Affordable Digital Signature Software.

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 Signature Completed (Instant) from Boloforms API

Pipedream makes it easy to connect APIs for Zoho CRM, Boloforms and 2,200+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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