Adobe Document Generation API

Create business-critical documents like invoices, contracts, sales proposals, and work orders automatically.

Integrate the Adobe Document Generation API API with the Zoho CRM API

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

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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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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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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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Connect Adobe Document Generation API

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import fs from "fs";
import axios from "axios";
import {
	ServicePrincipalCredentials,
	PDFServices,
	MimeType,
	DocumentMergeParams,
	OutputFormat,
	DocumentMergeJob,
	DocumentMergeResult
} from "@adobe/pdfservices-node-sdk";

export default defineComponent({
  props: {
    adobe_document_generation_api: {
      type: "app",
      app: "adobe_document_generation_api",
    }
  },
  async run({steps, $}) {
		// Configuration constants
		const PDF_SERVICES_CLIENT_ID = this.adobe_document_generation_api.$auth.client_id;
		const PDF_SERVICES_CLIENT_SECRET = this.adobe_document_generation_api.$auth.client_secret;

			try {
				// Initial setup, create credentials instance
				const credentials = new ServicePrincipalCredentials({
					clientId: PDF_SERVICES_CLIENT_ID,
					clientSecret: PDF_SERVICES_CLIENT_SECRET
				});

				// Creates a PDF Services instance
				const pdfServices = new PDFServices({ credentials });

				// Creates an asset(s) from source file(s) and upload
        const response = await axios.get("https://developer.adobe.com/document-services/docs/receiptTemplate.docx", { responseType: 'stream' });
        const readStream = response.data;
				const inputAsset = await pdfServices.upload({
					readStream,
					mimeType: MimeType.DOCX
				});

				// Setup input data for the document merge process
      const jsonDataForMerge = {
        "author": "Gary Lee",
        "Company": {
          "Name": "Projected",
          "Address": "19718 Mandrake Way",
          "PhoneNumber": "+1-100000098"
        },
        "Invoice": {
          "Date": "January 15, 2021",
          "Number": 123,
          "Items": [
            {
              "item": "Gloves",
              "description": "Microwave gloves",
              "UnitPrice": 5,
              "Quantity": 2,
              "Total": 10
            },
            {
              "item": "Bowls",
              "description": "Microwave bowls",
              "UnitPrice": 10,
              "Quantity": 2,
              "Total": 20
            }
          ]
        },
        "Customer": {
          "Name": "Collins Candy",
          "Address": "315 Dunning Way",
          "PhoneNumber": "+1-200000046",
          "Email": "cc@abcdef.co.dw"
        },
        "Tax": 5,
        "Shipping": 5,
        "clause": {
          "overseas": "The shipment might take 5-10 more than informed."
        },
        "paymentMethod": "Cash"
      };

				// Create parameters for the job
				const params = new DocumentMergeParams({
					jsonDataForMerge,
					outputFormat: OutputFormat.PDF
				});

				// Creates a new job instance
				const job = new DocumentMergeJob({ inputAsset, params });

				// Submit the job and get the job result
				const pollingURL = await pdfServices.submit({ job });
				const pdfServicesResponse = await pdfServices.getJobResult({
					pollingURL,
					resultType: DocumentMergeResult
				});

				// Get content from the resulting asset(s)
				const resultAsset = pdfServicesResponse.result.asset;
				const streamAsset = await pdfServices.getContent({ asset: resultAsset });

				// Creates a write stream and copy stream asset's content to it
				const outputFilePath = "/tmp/generatePDFOutput.pdf";
				console.log(`Saving asset at ${outputFilePath}`);

				return new Promise((resolve, reject) => {
					const writeStream = fs.createWriteStream(outputFilePath);
					streamAsset.readStream.pipe(writeStream);
					writeStream.on('finish', () => resolve(outputFilePath));
					writeStream.on('error', reject);
				});
			} catch(err) {
				console.error('Error generating PDF:', err);
				throw err;
			}
  },
})

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

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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}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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