Integrate the Brex (Staging) API with the Zoho CRM API

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

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Popular Ways to Connect Brex (Staging) with Zoho CRM#

Convert Lead with Zoho CRM API on New Transfer Event (Instant) from Brex (Staging) API

Brex (Staging) + Zoho CRM

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Create Card with Brex (Staging) API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Brex (Staging)

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Create Card with Brex (Staging) API on New Event (Instant) from Zoho CRM API

Zoho CRM + Brex (Staging)

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Create Card with Brex (Staging) API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Brex (Staging)

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Create Card with Brex (Staging) API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Brex (Staging)

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Popular Brex (Staging) and Zoho CRM Triggers#

New Transfer Event (Instant) from the Brex (Staging) API

Emit new event for new failed or processed events

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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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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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Popular Brex (Staging) and Zoho CRM Actions#

Create Card with the Brex (Staging) API

Creates a new card. See the docs here.

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Invite User with the Brex (Staging) API

Invites a new user as an employee. See the docs here.

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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List Transactions for Primary Card Account with the Brex (Staging) API

Lists all settled transactions for the primary card account. See the docs here.

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Overview of Brex (Staging)#

The Brex (Staging) API allows you to automate financial operations and integrate with Brex's suite of financial services. This API can be leveraged to synchronize transactions, manage cards, and automate accounting processes, providing real-time insights into your business finances. Using Pipedream, these capabilities can be harnessed to create custom workflows that trigger actions based on financial events, reconcile expenses, and streamline financial reporting.

Connect Brex (Staging)#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    brex_staging: {
      type: "app",
      app: "brex_staging",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://platform.staging.brexapps.com/v2/cards`,
      headers: {
        Authorization: `Bearer ${this.brex_staging.$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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