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with Attio and Zoho CRM?
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Popular Attio and Zoho CRM Triggers#
Emit new event when a list entry is deleted (i.e. when a record is removed from a list).
Emit new event when an existing list entry is updated (i.e. when a list attribute is changed for a specific list entry, e.g. when setting "Owner")
Emit new event when a note, task, or comment is created, useful for tracking engagement in real time.
Emits an event each time a new contact is created in Zoho CRM
Emit new event when a record, such as person, company, or deal, is added to a list
Popular Attio and Zoho CRM Actions#
Creates a new note for a given record. The note will be linked to the specified record. See the documentation
Converts a Lead into a Contact or an Account. See the documentation
Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. See the documentation
Connect Attio#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
attio: {
type: "app",
app: "attio",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.attio.com/v2/self`,
headers: {
Authorization: `Bearer ${this.attio.$auth.oauth_access_token}`,
},
})
},
})
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}`,
},
})
},
})
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