Integrate the Connectwise PSA API with the Zoho CRM API

Setup the Connectwise PSA API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Connectwise PSA and Zoho CRM remarkably fast. Free for developers.

Popular Ways to Connect Connectwise PSA with Zoho CRM#

Convert Lead with Zoho CRM API on New Contact Created from Connectwise PSA API

Connectwise PSA + Zoho CRM

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Convert Lead with Zoho CRM API on New Project Created from Connectwise PSA API

Connectwise PSA + Zoho CRM

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Convert Lead with Zoho CRM API on New Ticket Created from Connectwise PSA API

Connectwise PSA + Zoho CRM

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Create Company with Connectwise PSA API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Connectwise PSA

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Create Company with Connectwise PSA API on New Event (Instant) from Zoho CRM API

Zoho CRM + Connectwise PSA

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Popular Connectwise PSA and Zoho CRM Triggers#

New Contact Created from the Connectwise PSA API

Emit new event when a new contact is created in Connectwise.

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New Project Created from the Connectwise PSA API

Emit new event when a new project is created in Connectwise.

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New Ticket Created from the Connectwise PSA API

Emit new event when a new ticket is created in Connectwise.

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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Popular Connectwise PSA and Zoho CRM Actions#

Create Company with the Connectwise PSA API

Creates a new company in Connectwise. See the documentation

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Contact with the Connectwise PSA API

Creates a new contact in Connectwise. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Ticket with the Connectwise PSA API

Creates a new ticket in Connectwise. See the documentation

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Overview of Connectwise PSA#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Connect Connectwise PSA#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    connectwise_psa: {
      type: "app",
      app: "connectwise_psa",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.connectwise_psa.$auth.environment}/v4_6_release/apis/3.0/service/boards`,
      headers: {
        "clientId": `${this.connectwise_psa.$auth.client_id}`,
      },
      auth: {
        username: `${this.connectwise_psa.$auth.company_id}+${this.connectwise_psa.$auth.public_key}`,
        password: `${this.connectwise_psa.$auth.private_key}`,
      },
    })
  },
})

Overview of Zoho CRM#

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.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})