Integrate the bexio API with the Zoho CRM API

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

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Popular bexio 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 bexio 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 bexio#

The bexio API offers a gateway to streamline administrative tasks linked with small business management. With this API, you can automate processes, sync data across platforms, and enhance efficiency by reducing manual input. Pipedream, with its serverless execution environment, lets you create complex workflows around bexio. You can automate invoicing, manage contacts, monitor projects, and integrate with other services like CRMs, email, and payment gateways.

Connect bexio#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    bexio: {
      type: "app",
      app: "bexio",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://office.bexio.com/api2.php/${this.bexio.$auth.oauth_uid}/company_profile`,
      headers: {
        Authorization: `Bearer ${this.bexio.$auth.oauth_access_token}`,
        "Accept": `application/json`,
      },
    })
  },
})

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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