← Zoho Expense + Zoho CRM integrations

Convert Lead with Zoho CRM API on Travel Request Approved from Zoho Expense API

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Travel Request Approved from the Zoho Expense 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 Zoho Expense trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the Travel Request Approved trigger
    1. Connect your Zoho Expense account
    2. Configure Polling schedule
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Activate after approval of a travel request. [See the Documentation](https://www.zoho.com/expense/api/v1/trips/#retrive-list-of-all-trips).
Version:0.0.1
Key:zoho_expense-travel-request-approved

Zoho Expense Overview

The Zoho Expense API allows for streamlined management of expense reporting and tracking. With Pipedream, you can automate various tasks like submitting expenses, approving reports, or syncing expense data with other accounting tools. Pipedream's serverless platform enables you to create workflows that react to new expense submissions, scheduled report generation, and much more, without the hassle of managing infrastructure.

Trigger Code

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

export default {
  ...common,
  key: "zoho_expense-travel-request-approved",
  name: "Travel Request Approved",
  description: "Activate after approval of a travel request. [See the Documentation](https://www.zoho.com/expense/api/v1/trips/#retrive-list-of-all-trips).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "trips";
    },
    getResourceFn() {
      return this.app.listTrips;
    },
    getResourceFnArgs() {
      return {
        params: {
          filter_by: "Type.Trip,Status.Approved",
        },
      };
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.last_modified_time);
      return {
        id: `${resource.trip_id}-${ts}`,
        summary: `Travel Approved: ${resource.trip_id}`,
        ts,
      };
    },
  },
};

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.
LabelPropTypeDescription
Zoho ExpenseappappThis component uses the Zoho Expense app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the API

Trigger Authentication

Zoho Expense uses OAuth authentication. When you connect your Zoho Expense account, Pipedream will open a popup window where you can sign into Zoho Expense 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 Expense API.

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

ZohoExpense.orgsettings.READZohoExpense.fullaccess.ALL

About Zoho Expense

Zoho Expense enables you to make online travel bookings and manage offline travel as well.

Action

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

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
LeadleadstringSelect a value from the drop down menu.
AccountaccountstringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
UseruserstringSelect 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.

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