Convert Lead with Zoho CRM API on New Task Created (Instant) from Microsoft To Do API

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Trigger workflow on

New Task Created (Instant) from the Microsoft To Do 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 Microsoft To Do 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 Created (Instant) trigger
1. Connect your Microsoft To Do account
2. Configure Webhook renewal timer
3. Select a Task List
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 Created (Instant) on Microsoft To Do

Description:Emit new event when a new task is created in a list.

Version:0.0.1

Key:microsofttodo-new-task-created

View on GitHub

Microsoft To Do Overview#

The Microsoft To Do API on Pipedream allows you to seamlessly integrate your tasks and to-do lists with other services and automate your personal or team workflows. By harnessing this API, you can create, read, update, and delete tasks, manage lists, and sync with your calendar or mail. This opens up possibilities for automated task management, deadline reminders, or syncing across multiple platforms for enhanced productivity.

Trigger Code#

import common from "../common/common-webhook.mjs";

export default {
  ...common,
  key: "microsofttodo-new-task-created",
  name: "New Task Created (Instant)",
  description: "Emit new event when a new task is created in a list.",
  version: "0.0.1",
  type: "source",
  props: {
    ...common.props,
    taskListId: {
      propDefinition: [
        common.props.microsoftOutlook,
        "taskListId",
      ],
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      await this.activate({
        changeType: "created",
        resource: `/me/todo/lists/${this.taskListId}/tasks`,
      });
    },
    async deactivate() {
      await this.deactivate();
    },
  },
  methods: {
    ...common.methods,
    async getSampleEvents() {
      return this.microsoftOutlook.listTasks({
        taskListId: this.taskListId,
      });
    },
    generateMeta(item) {
      return {
        id: item.id.slice(-64),
        summary: item.title,
        ts: Date.parse(item.createdDateTime),
      };
    },
  },
  async run(event) {
    await this.run({
      event,
      emitFn: async ({ resourceId } = {}) => {
        const item = await this.microsoftOutlook.getTask({
          taskListId: this.taskListId,
          taskId: resourceId,
        });
        this.emitEvent(item);
      },
    });
  },
};

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
Microsoft To Do	`microsoftOutlook`	`app`	This component uses the Microsoft To Do app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Webhook renewal timer	`timer`	`$.interface.timer`	Graph API expires Outlook notifications in 3 days, we auto-renew them in 2 days, see
Task List	`taskListId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Microsoft To Do uses OAuth authentication. When you connect your Microsoft To Do account, Pipedream will open a popup window where you can sign into Microsoft To Do and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft To Do API.

Pipedream requests the following authorization scopes when you connect your account:

Tasks.ReadWriteUser.Reademailoffline_accessopenidprofile

About Microsoft To Do#

Create to do lists, reminders, and notes for any purpose. Sync lists across devices and Microsoft 365 accounts to access daily planner and task manager features anywhere.

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 Created (Instant) from Microsoft To Do API

Pipedream makes it easy to connect APIs for Zoho CRM, Microsoft To Do 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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