What do you want to automate

with BoldSign and Zoho Books?

Prompt, edit and deploy AI agents that connect to BoldSign, Zoho Books and 2,500+ other apps in seconds.

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

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Create Customer Payment with Zoho Books API on New Document Completed from BoldSign API
BoldSign + Zoho Books
 
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Create Customer Payment with Zoho Books API on New Document Declined from BoldSign API
BoldSign + Zoho Books
 
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Create Customer Payment with Zoho Books API on New Document Sent from BoldSign API
BoldSign + Zoho Books
 
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Create Customer with Zoho Books API on New Document Completed from BoldSign API
BoldSign + Zoho Books
 
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Create Customer with Zoho Books API on New Document Declined from BoldSign API
BoldSign + Zoho Books
 
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New Document Completed from the BoldSign API

Emit new event when a document is completed by all the signers.

 
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New Document Declined from the BoldSign API

Emit new event when a document is declined by a signer.

 
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New Document Sent from the BoldSign API

Emit new event when a document is sent to a signer.

 
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New Customer from the Zoho Books API

Emit new event when a new customer is created.

 
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New Expense from the Zoho Books API

Emit new event when a new expense is created.

 
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Create Customer with the Zoho Books API

Creates a new customer. See the documentation

 
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Create Customer Payment with the Zoho Books API

Creates a new payment. See the documentation

 
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Create Employee with the Zoho Books API

Creates an employee for an expense. See the documentation

 
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Send Document Using Template with the BoldSign API

Send documents for e-signature using a BoldSign template. See the documentation

 
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Create Estimate with the Zoho Books API

Creates a new estimate. See the documentation

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

Connect BoldSign

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    boldsign: {
      type: "app",
      app: "boldsign",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.boldsign.com/v1/users/list`,
      headers: {
        Authorization: `Bearer ${this.boldsign.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Zoho Books

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Connect Zoho Books

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_books.$auth.api_domain}/books/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      params: {
        organization_id: `${this.zoho_books.$auth.organization_id}`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo