Convert Lead with Zoho CRM API on New Webhook Event Received (Instant) from Memberstack API

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New Webhook Event Received (Instant) from the Memberstack 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 Memberstack 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 Webhook Event Received (Instant) trigger
1. Connect your Memberstack account
2. Optional- Select one or more Event Types
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 Webhook Event Received (Instant) on Memberstack

Description:Emit new event when a new webhook event is received. Must create webhook in Memberstack UI using the http endpoint of this source. [See the docs](https://docs.memberstack.com/hc/en-us/articles/7329156946587-Webhooks)

Version:0.0.1

Key:memberstack-new-webhook-event-received

View on GitHub

Memberstack Overview#

Memberstack offers a powerful API for managing user memberships, payments, and gated content on websites. The API allows for deep customization and automation of membership-related tasks, which can be leveraged to enhance user experiences, streamline operations, and connect with other tools. Using Pipedream, these capabilities can be harnessed through serverless workflows. This flexibility enables developers to build intricate automations that react to events in Memberstack or to trigger actions in Memberstack based on events from other apps and services.

Trigger Code#

import memberstack from "../../memberstack.app.mjs";
import constants from "../common/constants.mjs";

export default {
  key: "memberstack-new-webhook-event-received",
  name: "New Webhook Event Received (Instant)",
  description: "Emit new event when a new webhook event is received. Must create webhook in Memberstack UI using the http endpoint of this source. [See the docs](https://docs.memberstack.com/hc/en-us/articles/7329156946587-Webhooks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    memberstack,
    http: "$.interface.http",
    db: "$.service.db",
    eventTypes: {
      type: "string[]",
      label: "Event Types",
      description: "Filter incoming events by event type",
      options: constants.EVENT_TYPE_OPTIONS,
      optional: true,
    },
  },
  methods: {
    generateMeta(body) {
      return {
        id: Date.now(),
        summary: body.event,
        ts: Date.now(),
      };
    },
  },
  async run(event) {
    const { body } = event;

    if (!body.event) {
      return;
    }

    if (!this.eventTypes || this.eventTypes.includes(body.event)) {
      const meta = this.generateMeta(body);
      this.$emit(body, meta);
    }
  },
};

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
Memberstack	`memberstack`	`app`	This component uses the Memberstack 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.
Event Types	`eventTypes`	`string[]`	Select a value from the drop down menu:`{ "label": "Member Created", "value": "member.created" }{ "label": "Member Deleted", "value": "member.deleted" }{ "label": "Member Plan Added", "value": "member.plan.added" }{ "label": "Member Plan Canceled", "value": "member.plan.canceled" }{ "label": "Member Plan Updated", "value": "member.plan.updated" }{ "label": "Member Updated", "value": "member.updated" }`

Trigger Authentication#

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

To connect your Memberstack account to Pipedream,

Sign in to your Memberstack Dashboard
Click "Dev Tools" from the left side panel
Copy the "Secret Key" and paste it below.

*Note that test mode (sandbox) secret keys have the prefix sk_sb_ and live mode secret keys have the prefix sk_live_.

About Memberstack#

User login & payments for modern websites

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 Webhook Event Received (Instant) from Memberstack API

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