Convert Lead with Zoho CRM API on New Task Added from FTrack API

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Trigger workflow on

New Task Added from the FTrack 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 FTrack 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 Task Added trigger
1. Connect your FTrack 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 Task Added on FTrack

Description:Triggered when a new task is added. [See the documentation](https://help.ftrack.com/en/articles/1040498-operations#query)

Version:0.0.1

Key:ftrack-new-task-added

View on GitHub

FTrack Overview#

The FTrack API is a powerhouse for creative project management, enabling users to automate and integrate a wide array of tasks related to project tracking, asset management, and team collaboration. With Pipedream, you can harness this API to create custom workflows that trigger actions within FTrack or connect it with other apps to streamline your creative operations. It's a toolset for improving efficiency by automating repetitive tasks, syncing data across applications, and orchestrating complex project management activities.

Trigger Code#

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

export default {
  ...common,
  key: "ftrack-new-task-added",
  name: "New Task Added",
  description: "Triggered when a new task is added. [See the documentation](https://help.ftrack.com/en/articles/1040498-operations#query)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.listTasks;
    },
    getResourceFnArgs() {
      const lastCreatedAt = this.getLastCreatedAt();

      if (!lastCreatedAt) {
        return;
      }

      return {
        data: {
          where: `created_at > "${lastCreatedAt}"`,
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Task: ${resource.id}`,
        ts: Date.parse(resource.created_at?.value),
      };
    },
  },
};

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
FTrack	`app`	`app`	This component uses the FTrack 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 API

Trigger Authentication#

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

To connect FTrack, you will need an FTrack Studio account.

To retrieve your Username and API Key,

Navigate to your ftrack account and sign in
Click the dropdown on the top right

For Username:

Go to “My Account” > “Account”

There are two types of API Keys, Personal and Global.

For Personal API Key:

Go to “My Account” > “Security Settings”

For Global API Key:

Go to “System Settings” > “Security” > “API Keys”

Your subdomain is 1234 if your ftrack URL is https://1234.ftrackapp.com

About FTrack#

ftrack, a Backlight business, is the creator of Emmy and Academy Award-winning team collaboration and media review platforms for the creative industries.

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 Task Added from FTrack API

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