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resources/Convert Insightly leads to Zoho CRM leads.yaml
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| $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: {} |
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