Convert Lead with Zoho CRM API on New Submission Recieved from GoCanvas API

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Trigger workflow on

New Submission Recieved from the GoCanvas 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 GoCanvas 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 Submission Recieved trigger
1. Connect your GoCanvas account
2. Configure timer
3. Select a Form
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 Submission Recieved on GoCanvas

Description:Emit new event when a new submission is uploaded to GoCanvas.

Version:0.0.1

Key:gocanvas-new-submission-received

View on GitHub

GoCanvas Overview#

The GoCanvas API allows for the automation of document processing tasks, enabling data extraction from PDFs with ease, thus facilitating the seamless transfer of this data to other systems or databases. This proves particularly useful for businesses aiming to digitize paper-based processes, automate data entry, or integrate with other digital tools to enhance productivity and reduce manual errors.

Trigger Code#

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

export default {
  key: "gocanvas-new-submission-received",
  name: "New Submission Recieved",
  description: "Emit new event when a new submission is uploaded to GoCanvas.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    gocanvas,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    form: {
      propDefinition: [
        gocanvas,
        "form",
      ],
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastSubmissionDate() {
      return this.db.get("lastSubmissionDate");
    },
    _setLastSubmissionDate(lastSubmissionDate) {
      this.db.set("lastSubmissionDate", lastSubmissionDate);
    },
    generateMeta(submission) {
      return {
        id: submission.ResponseID,
        summary: `New Submission: ${submission.ResponseID}`,
        ts: Date.parse(submission.Date),
      };
    },
    currentDate() {
      const currentDate = new Date();
      return `${String(currentDate.getMonth() + 1)
        .padStart(2, "0")}/${String(currentDate.getDate())
        .padStart(2, "0")}/${currentDate.getFullYear()}`;
    },
    formatResponse(obj) {
      if (Array.isArray(obj) && obj.length === 1) {
        return this.formatResponse(obj[0]);
      } else if (typeof obj === "object" && obj !== null) {
        return Object.fromEntries(
          Object.entries(obj).map(([
            key,
            value,
          ]) => [
            key,
            this.formatResponse(value),
          ]),
        );
      } else {
        return obj;
      }
    },
    async processEvent(max) {
      let lastSubmissionDate = this._getLastSubmissionDate();

      const params = {
        form_name: this.form,
      };
      if (lastSubmissionDate) {
        params.begin_date = new Date(lastSubmissionDate).toLocaleDateString("en-US");
        params.end_date = this.currentDate();
      }

      const results = this.gocanvas.paginate({
        fn: this.gocanvas.listSubmissions,
        params,
        max,
      });

      for await (const result of results) {
        const submission = this.formatResponse(result);
        const meta = this.generateMeta(submission);
        this.$emit(submission, meta);

        if (!lastSubmissionDate
          || Date.parse(submission.Date) >= Date.parse(lastSubmissionDate)) {
          lastSubmissionDate = submission.Date;
        }
      }

      this._setLastSubmissionDate(lastSubmissionDate);
    },
  },
  async run() {
    await this.processEvent();
  },
};

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
GoCanvas	`gocanvas`	`app`	This component uses the GoCanvas app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Form	`form`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Go to Account > Account Settings. Scroll down to the Security Settings > API Keys and click Settings.
On this page, check the box to Enable API Keys and then click Create API Key.

For username, use your email address such as test_user@gocanvas.com. See docs.

About GoCanvas#

A simple, drag and drop tool for creating mobile forms.

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 + GoCanvas#

Other Popular Integrations#

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Convert Lead with Zoho CRM API on New Submission Recieved from GoCanvas API

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