Integrate the Boloforms API with the Zoho CRM API

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

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Popular Ways to Connect Boloforms with Zoho CRM#

Convert Lead with Zoho CRM API on New Response (Instant) from Boloforms API

Boloforms + Zoho CRM

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Convert Lead with Zoho CRM API on New Signature Completed (Instant) from Boloforms API

Boloforms + Zoho CRM

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Convert Lead with Zoho CRM API on New Template Response (Instant) from Boloforms API

Boloforms + Zoho CRM

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Create Object with Zoho CRM API on New Response (Instant) from Boloforms API

Boloforms + Zoho CRM

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Create Object with Zoho CRM API on New Signature Completed (Instant) from Boloforms API

Boloforms + Zoho CRM

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Popular Boloforms and Zoho CRM Triggers#

New Response (Instant) from the Boloforms API

Emit new event when a filled form response is received.

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New Signature Completed (Instant) from the Boloforms API

Emit new event when a PDF document is fully signed. See the documentation

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New Template Response (Instant) from the Boloforms API

Emit new event when a new form template response is filled.

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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 Boloforms 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 Form with the Boloforms API

Enables form dispatching to a specific recipient. See the documentation

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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of Boloforms#

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Connect Boloforms#

import { axios } from "@pipedream/platform"

export default defineComponent({
  props: {
    boloforms: {
      type: "app",
      app: "boloforms",
    }
  },
  async run({ steps, $ }) {
    return await axios($, {
      url: "https://signature-backend.boloforms.com/api/v1/signature/get-all-forms/v1",
      headers: {
        "x-api-key": this.boloforms.$auth.api_key,
        "workspaceId": this.boloforms.$auth.workspace_id,
      },
      params: {
        currentUserEmail: this.boloforms.$auth.email,
        page: 1,
        filter: "ALL",
      },
    });
  },
});

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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