diff --git a/resources/Convert Insightly leads to Zoho CRM leads.yaml b/resources/Convert Insightly leads to Zoho CRM leads.yaml new file mode 100644 index 000000000..01046e092 --- /dev/null +++ b/resources/Convert Insightly leads to Zoho CRM leads.yaml @@ -0,0 +1,262 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: Lead + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + connector-type: insightly + action-interfaces: + action-interface-1: + type: api-action + business-object: getLeadsSearch_model + connector-type: zohocrm + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: getUsers_model + connector-type: zohocrm + actions: + RETRIEVEALL: {} + action-interface-3: + type: api-action + business-object: postLeads_model + connector-type: zohocrm + actions: + postLeads: {} + action-interface-4: + type: api-action + business-object: getLeadsByRecordIdConversionOptions_model + connector-type: zohocrm + actions: + getLeadsByRecordIdConversionOptions: {} + action-interface-5: + type: api-action + business-object: postLeads528450000000311120ActionsConvert_model + connector-type: zohocrm + actions: + postLeads528450000000311120ActionsConvert: {} + action-interface-6: + type: api-action + business-object: postLeads528450000000311120ActionsConvert_model + connector-type: zohocrm + actions: + postLeads528450000000311120ActionsConvert: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Zoho CRM Retrieve leads + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + Email: '{{$Trigger.EMAIL}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: true + - if: + name: If + input: + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$ZohoCRMRetrieveleadsMetadata."status-code"}}': '204' + execute: + - retrieve-action: + name: Zoho CRM Retrieve users + target: + $ref: '#/integration/action-interfaces/action-interface-2' + filter: + where: + ___type: AdminUsers + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: ZohoCRMRetrieveleads + $ref: >- + #/node-output/Zoho CRM Retrieve + leads/response/payload + - variable: ZohoCRMRetrieveleadsMetadata + $ref: '#/node-output/Zoho CRM Retrieve leads/response' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: false + - custom-action: + name: Zoho CRM Create lead + target: + $ref: '#/integration/action-interfaces/action-interface-3' + action: postLeads + map: + mappings: + - data: + foreach: + input: '[{}]' + iterator: dataItem + mappings: + - City: + template: '{{$Trigger.ADDRESS_CITY}}' + - Company: + template: '{{$Trigger.ORGANISATION_NAME}}' + - Country: + template: '{{$Trigger.ADDRESS_COUNTRY}}' + - Email: + template: '{{$Trigger.EMAIL}}' + - Fax: + template: '{{$Trigger.FAX}}' + - First_Name: + template: '{{$Trigger.FIRST_NAME}}' + - Industry: + template: '{{$Trigger.INDUSTRY}}' + - Last_Name: + template: '{{$Trigger.LAST_NAME}}' + - Lead_Source: + template: '{{$Trigger.LEAD_SOURCE_ID}}' + - Lead_Status: + template: Attempted to Contact + - Mobile: + template: '{{$Trigger.MOBILE}}' + - No_of_Employees: + expression: '$Trigger.EMPLOYEE_COUNT ' + - Owner: + mappings: + - full_name: + template: '{{$ZohoCRMRetrieveusers[0].full_name}}' + - id: + template: '{{$ZohoCRMRetrieveusers[0].id}}' + - Phone: + template: '{{$Trigger.PHONE}}' + - Salutation: + template: '{{$Trigger.SALUTATION}}' + - State: + template: '{{$Trigger.ADDRESS_STATE}}' + - Street: + template: '{{$Trigger.ADDRESS_STREET}}' + - Website: + template: '{{$Trigger.WEBSITE}}' + - Zip_Code: + template: '{{$Trigger.ADDRESS_POSTCODE}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Zoho CRM Retrieve lead conversion options + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: getLeadsByRecordIdConversionOptions + map: + mappings: + - record_id: + template: '{{$ZohoCRMCreatelead._data_[0].details.id}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: flowDetails + $ref: '#/flowDetails' + - if: + name: If 2 + input: + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + and: + - '{{$ZohoCRMRetrieveleadconversionoptions}}': + neq: '' + - '{{$ZohoCRMRetrieveleadconversionoptions.__conversion_options}}': + neq: '' + hashKey: object:22 + - '{{$ZohoCRMRetrieveleadconversionoptions.__conversion_options.Contacts}}': + neq: '' + hashKey: object:536 + execute: + - custom-action: + name: Zoho CRM Convert lead + target: + $ref: >- + #/integration/action-interfaces/action-interface-5 + action: postLeads528450000000311120ActionsConvert + map: + mappings: + - data: + foreach: + input: '[{}]' + iterator: dataItem + mappings: + - Accounts: + mappings: + - id: + template: >- + {{$ZohoCRMRetrieveleadconversionoptions.__conversion_options.Accounts[0].id}} + - Contacts: + mappings: + - id: + template: >- + {{$ZohoCRMRetrieveleadconversionoptions.__conversion_options.Contacts[0].id}} + - assign_to: + mappings: + - full_name: + template: >- + {{$ZohoCRMRetrieveleadconversionoptions.__conversion_options.Contacts[0].Full_Name}} + - id: + template: >- + {{$ZohoCRMRetrieveleadconversionoptions.__conversion_options.Contacts[0].id}} + - lead_id: + template: >- + {{$ZohoCRMCreatelead._data_[0].details.id}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: + - custom-action: + name: Zoho CRM Convert lead 2 + target: + $ref: >- + #/integration/action-interfaces/action-interface-6 + action: postLeads528450000000311120ActionsConvert + map: + mappings: + - data: + foreach: + input: '[{}]' + iterator: dataItem + mappings: + - assign_to: + mappings: + - full_name: + template: ' {{$ZohoCRMRetrieveusers[0].full_name}}' + - id: + template: '{{$ZohoCRMRetrieveusers[0].id}}' + - lead_id: + template: >- + {{$ZohoCRMCreatelead._data_[0].details.id}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: flowDetails + $ref: '#/flowDetails' + output-schema: {} + else: + execute: [] + output-schema: {} + name: Convert Insightly leads to Zoho CRM leads +models: {} diff --git a/resources/Create a contact in Zoho CRM for each new customer in Shopify.yaml b/resources/Create a contact in Zoho CRM for each new customer in Shopify.yaml new file mode 100644 index 000000000..799354fd2 --- /dev/null +++ b/resources/Create a contact in Zoho CRM for each new customer in Shopify.yaml @@ -0,0 +1,214 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: true + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-1: + type: api-action + business-object: customer + connector-type: shopify + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: getContactsSearch_model + connector-type: zohocrm + actions: + RETRIEVEALL: {} + action-interface-3: + type: api-action + business-object: getUsers_model + connector-type: zohocrm + actions: + RETRIEVEALL: {} + action-interface-4: + type: api-action + business-object: postContacts_model + connector-type: zohocrm + actions: + postContacts: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Shopify Retrieve customers + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + created_at_min: '{{$Trigger.lastEventTime}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: true + - for-each: + name: For each 2 + assembly: + $ref: '#/integration/assemblies/assembly-3' + source: + expression: '$ShopifyRetrievecustomers ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Shopify customer + assembly-3: + assembly: + execute: + - retrieve-action: + name: Zoho CRM Retrieve contacts + target: + $ref: '#/integration/action-interfaces/action-interface-2' + filter: + where: + Email: '{{$Foreach2item.email}}' + input: + - variable: Foreach2item + $ref: '#/block/For each 2/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage4 + $ref: >- + #/block/For each 2/node-output/Slack Send message + 4/response/payload + - variable: ShopifyRetrievecustomers + $ref: '#/node-output/Shopify Retrieve customers/response/payload' + - variable: ShopifyRetrievecustomersMetadata + $ref: '#/node-output/Shopify Retrieve customers/response' + - variable: SlackSendmessage + $ref: '#/node-output/Slack Send message/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: true + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: Foreach2item + $ref: '#/block/For each 2/current-item' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$ZohoCRMRetrievecontactsMetadata."status-code"}}': '204' + execute: + - retrieve-action: + name: Zoho CRM Retrieve users + target: + $ref: '#/integration/action-interfaces/action-interface-3' + filter: + where: + ___type: AdminUsers + input: + - variable: Foreach2item + $ref: '#/block/For each 2/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: ZohoCRMRetrievecontacts + $ref: >- + #/block/For each 2/node-output/Zoho CRM Retrieve + contacts/response/payload + - variable: ZohoCRMRetrievecontactsMetadata + $ref: >- + #/block/For each 2/node-output/Zoho CRM Retrieve + contacts/response + - variable: SlackSendmessage2 + $ref: >- + #/block/For each 2/node-output/Slack Send + message 2/response/payload + - variable: ShopifyRetrievecustomers + $ref: >- + #/node-output/Shopify Retrieve + customers/response/payload + - variable: ShopifyRetrievecustomersMetadata + $ref: >- + #/node-output/Shopify Retrieve + customers/response + - variable: SlackSendmessage + $ref: >- + #/node-output/Slack Send + message/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: true + - custom-action: + name: Zoho CRM Create contact + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postContacts + map: + mappings: + - data: + foreach: + input: '[{}]' + iterator: dataItem + mappings: + - First_Name: + template: '{{$Foreach2item.first_name}}' + - Last_Name: + template: '{{$Foreach2item.last_name}}' + - Lead_Source: + template: Online Store + - Owner: + mappings: + - full_name: + template: '{{$ZohoCRMRetrieveusers[0].full_name}}' + - id: + template: '{{$ZohoCRMRetrieveusers[0].id}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: Foreach2item + $ref: '#/block/For each 2/current-item' + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: [] + output-schema: {} + name: Create a contact in Zoho CRM for each new customer in Shopify +models: {} diff --git a/resources/Create a deal in Zoho CRM for each new paid customer in Square.yaml b/resources/Create a deal in Zoho CRM for each new paid customer in Square.yaml new file mode 100644 index 000000000..70d59cd3f --- /dev/null +++ b/resources/Create a deal in Zoho CRM for each new paid customer in Square.yaml @@ -0,0 +1,173 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: true + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + connector-type: streaming-connector-scheduler + action-interfaces: + action-interface-1: + type: api-action + business-object: payments + connector-type: square + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: customers + connector-type: square + actions: + RETRIEVEALL: {} + action-interface-3: + type: api-action + business-object: getUsers_model + connector-type: zohocrm + actions: + RETRIEVEALL: {} + action-interface-4: + type: api-action + business-object: postDeals_model + connector-type: zohocrm + actions: + postDeals: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Square Retrieve payments + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + limit: 10 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: true + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$SquareRetrievepayments ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Square payments + assembly-2: + assembly: + execute: + - retrieve-action: + name: Square Retrieve customers + target: + $ref: '#/integration/action-interfaces/action-interface-2' + filter: + where: + customer_id: '{{$Foreachitem.customer_id}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SquareRetrievepayments + $ref: '#/node-output/Square Retrieve payments/response/payload' + - variable: SquareRetrievepaymentsMetadata + $ref: '#/node-output/Square Retrieve payments/response' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 1 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: true + - retrieve-action: + name: Zoho CRM Retrieve users + target: + $ref: '#/integration/action-interfaces/action-interface-3' + filter: + where: + ___type: AdminUsers + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SquareRetrievecustomers + $ref: >- + #/block/For each/node-output/Square Retrieve + customers/response/payload + - variable: SquareRetrievecustomersMetadata + $ref: >- + #/block/For each/node-output/Square Retrieve + customers/response + - variable: SquareRetrievepayments + $ref: '#/node-output/Square Retrieve payments/response/payload' + - variable: SquareRetrievepaymentsMetadata + $ref: '#/node-output/Square Retrieve payments/response' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: false + - custom-action: + name: Zoho CRM Create deal + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postDeals + map: + mappings: + - data: + foreach: + input: '[{}]' + iterator: dataItem + mappings: + - Amount: + expression: '$Foreachitem.amount_money.amount ' + - Closing_Date: + template: '2024-05-23' + - Deal_Name: + template: '{{$SquareRetrievecustomers.given_name}}' + - Owner: + mappings: + - full_name: + template: '{{$ZohoCRMRetrieveusers[0].full_name}}' + - id: + template: '{{$ZohoCRMRetrieveusers[0].id}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a deal in Zoho CRM for each new paid customer in Square +models: {} diff --git a/resources/Create a lead in Zoho CRM for each new Wufoo form entry.yaml b/resources/Create a lead in Zoho CRM for each new Wufoo form entry.yaml new file mode 100644 index 000000000..15cd7f6ac --- /dev/null +++ b/resources/Create a lead in Zoho CRM for each new Wufoo form entry.yaml @@ -0,0 +1,107 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: FormEntry + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + Hash: z1j6mk810bcn8c6 + parentFilter: + Hash: z1j6mk810bcn8c6 + connector-type: wufoo + action-interfaces: + action-interface-1: + type: api-action + business-object: getLeadsSearch_model + connector-type: zohocrm + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: getUsers_model + connector-type: zohocrm + actions: + RETRIEVEALL: {} + action-interface-3: + type: api-action + business-object: postLeads_model + connector-type: zohocrm + actions: + postLeads: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Zoho CRM Retrieve leads + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + Email: '{{$Trigger.Field4}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: true + - if: + name: If + input: + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$ZohoCRMRetrieveleadsMetadata."status-code"}}': '204' + execute: + - retrieve-action: + name: Zoho CRM Retrieve users + target: + $ref: '#/integration/action-interfaces/action-interface-2' + filter: + limit: 10 + allow-truncation: true + pagination-type: SKIP_LIMIT + allow-empty-output: true + - custom-action: + name: Zoho CRM Create lead + target: + $ref: '#/integration/action-interfaces/action-interface-3' + action: postLeads + map: + mappings: + - data: + foreach: + input: '[{}]' + iterator: dataItem + mappings: + - Email: + template: '{{$Trigger.Field4}}' + - First_Name: + template: '{{$Trigger.Field1}}' + - Last_Name: + template: '{{$Trigger.Field2}}' + - Owner: + mappings: + - full_name: + template: '{{$ZohoCRMRetrieveusers[0].full_name}}' + - id: + template: '{{$ZohoCRMRetrieveusers[0].id}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: [] + output-schema: {} + name: Create a lead in Zoho CRM for each new Wufoo form entry +models: {} diff --git a/resources/markdown/Convert Insightly leads to Zoho CRM leads_instructions.md b/resources/markdown/Convert Insightly leads to Zoho CRM leads_instructions.md new file mode 100644 index 000000000..b0c3f2e36 --- /dev/null +++ b/resources/markdown/Convert Insightly leads to Zoho CRM leads_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Convert%20Insightly%20leads%20to%20Zoho%20CRM%20leads_instructions.md) (opens in a new window). + +1. Click **Use this template** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Insightly](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-insightly) + - [Zoho CRM](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-zoho-crm) + +3. To start the flow, in the banner click **Start flow**. + +Use this template to convert Insightly leads to Zoho CRM leads. diff --git a/resources/markdown/Create a contact in Zoho CRM for each new customer in Shopify_instructions.md b/resources/markdown/Create a contact in Zoho CRM for each new customer in Shopify_instructions.md new file mode 100644 index 000000000..ff45d8450 --- /dev/null +++ b/resources/markdown/Create a contact in Zoho CRM for each new customer in Shopify_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Create%20a%20contact%20in%20Zoho%20CRM%20for%20each%20new%20customer%20in%20Shopify_instructions.md) (opens in a new window). + +1. Click **Use this template** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Shopify](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-wufoo) + - [Zoho CRM](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-zoho-crm) + +3. To start the flow, in the banner click **Start flow**. + +Use this template to create a contact in Zoho CRM for each new customer in Shopify. diff --git a/resources/markdown/Create a deal in Zoho CRM for each new paid customer in Square_instructions.md b/resources/markdown/Create a deal in Zoho CRM for each new paid customer in Square_instructions.md new file mode 100644 index 000000000..791466a46 --- /dev/null +++ b/resources/markdown/Create a deal in Zoho CRM for each new paid customer in Square_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Create%20a%20deal%20in%20Zoho%20CRM%20for%20each%20new%20paid%20customer%20in%20Square_instructions.md) (opens in a new window). + +1. Click **Use this template** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Square](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-square) + - [Zoho CRM](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-zoho-crm) + +3. To start the flow, in the banner click **Start flow**. + +Use this template to create a deal in Zoho CRM for each new paid customer in Square. diff --git a/resources/markdown/Create a lead in Zoho CRM for each new Wufoo form entry_instructions.md b/resources/markdown/Create a lead in Zoho CRM for each new Wufoo form entry_instructions.md new file mode 100644 index 000000000..f2456fcc1 --- /dev/null +++ b/resources/markdown/Create a lead in Zoho CRM for each new Wufoo form entry_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Create%20a%20lead%20in%20Zoho%20CRM%20for%20each%20new%20Wufoo%20form%20entry_instructions.md) (opens in a new window). + +1. Click **Use this template** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Wufoo](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-wufoo) + - [Zoho CRM](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-zoho-crm) + +3. To start the flow, in the banner click **Start flow**. + +Use this template to create a lead in Zoho CRM for each new Wufoo form entry. diff --git a/resources/template-metadata.json b/resources/template-metadata.json index a2cd781a1..e7eb9cff3 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -3553,6 +3553,42 @@ "targetApps": ["salesforce", "crystalball"], "tags": ["streaming-connector-scheduler", "crystalball", "salesforce", "foreach"], "offerings": ["app connect professional"] - } + }, +{ + "name": "Create a contact in Zoho CRM for each new customer in Shopify", + "description": "Use this template to create a contact in Zoho CRM for each new customer in Shopify.", + "summary": "Scheduler to 2 applications", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["shopify", "zohocrm"], + "tags": ["streaming-connector-scheduler", "shopify", "zohocrm", "foreach", "if"], + "offerings": ["app connect professional"] +}, +{ + "name": "Convert Insightly leads to Zoho CRM leads", + "description": "Use this template to convert Insightly leads to Zoho CRM leads.", + "summary": "Insightly to Zoho CRM", + "sourceApp": "insightly", + "targetApps": ["zohocrm"], + "tags": ["insightly", "zohocrm", "if"], + "offerings": ["app connect professional"] +}, +{ + "name": "Create a deal in Zoho CRM for each new paid customer in Square", + "description": "Use this template to create a deal in Zoho CRM for each new paid customer in Square.", + "summary": "Scheduler to 2 applications", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["square", "zohocrm"], + "tags": ["streaming-connector-scheduler", "square", "zohocrm", "foreach"], + "offerings": ["app connect professional"] +}, +{ + "name": "Create a lead in Zoho CRM for each new Wufoo form entry", + "description": "Use this template to create a lead in Zoho CRM for each new Wufoo form entry.", + "summary": "Wufoo to Zoho CRM", + "sourceApp": "wufoo", + "targetApps": ["zohocrm"], + "tags": ["wufoo", "zohocrm", "if"], + "offerings": ["app connect professional"] +} ] }