Convert Lead with Zoho CRM API on New Task Time Updated (Instant) from Everhour API

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New Task Time Updated (Instant) from the Everhour 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 Everhour 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 Time Updated (Instant) trigger
1. Connect your Everhour account
2. Select a Project 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 Task Time Updated (Instant) on Everhour

Description:Emit new event when a task's time spent is modified in Everhour.

Version:0.0.1

Key:everhour-task-time-updated-instant

View on GitHub

Everhour Overview#

Everhour is a time tracking API that allows you to monitor project hours and manage tasks effectively. With Pipedream, you can automate workflows by integrating Everhour with various apps, streamlining time entry, syncing with project management tools, and generating custom reports. Whether you're consolidating time tracking data for invoicing or keeping project budgets in check, Everhour and Pipedream make a powerful duo for automating your time tracking and project management processes.

Trigger Code#

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

export default {
  ...common,
  key: "everhour-task-time-updated-instant",
  name: "New Task Time Updated (Instant)",
  description: "Emit new event when a task's time spent is modified in Everhour.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    projectId: {
      propDefinition: [
        common.props.everhour,
        "projectId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getExtraData() {
      return {
        project: this.projectId,
      };
    },
    getEventType() {
      return [
        "api:time:updated",
      ];
    },
    getSummary(body) {
      return `Task Time Updated: ${body.payload.data.id}`;
    },
  },
  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
Everhour	`everhour`	`app`	This component uses the Everhour 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.
Project ID	`projectId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

You can get the API Token from the Everhour web app by going to Account Settings > My Profile at the bottom of the page.

About Everhour#

Everhour is one of the best time tracking tools for teams. See who’s tracking time, who’s overworked and who can handle more. Keep track of all your project budgets, schedule threshold alerts, use forward resource planning. Build any kind of reports and send professional-looking invoices.

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 Time Updated (Instant) from Everhour API

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