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 Connectwise PSA and Zoho CRM Triggers#

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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New Lead (Instant) from the Zoho CRM API

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

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

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

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Popular Connectwise PSA and Zoho CRM Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. 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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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Get Object with the Zoho CRM API

Gets record data given its id.

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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

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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}`,
      },
    })
  },
})