Integrate the BoldSign API with the Zoho CRM API

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

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Popular Ways to Connect BoldSign with Zoho CRM#

Convert Lead with Zoho CRM API on New Document Completed from BoldSign API

BoldSign + Zoho CRM

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Convert Lead with Zoho CRM API on New Document Declined from BoldSign API

BoldSign + Zoho CRM

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Convert Lead with Zoho CRM API on New Document Sent from BoldSign API

BoldSign + Zoho CRM

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Create Object with Zoho CRM API on New Document Completed from BoldSign API

BoldSign + Zoho CRM

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Create Object with Zoho CRM API on New Document Declined from BoldSign API

BoldSign + Zoho CRM

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Popular BoldSign and Zoho CRM Triggers#

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 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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Popular BoldSign 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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Send Document Using Template with the BoldSign API

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

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Get Object with the Zoho CRM API

Gets record data given its id.

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Connect BoldSign#

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 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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