Integrate the Chaser API with the Zoho CRM API

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

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Popular Ways to Connect Chaser with Zoho CRM#

Create Customer with Chaser API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Chaser

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Create Customer with Chaser API on New Event (Instant) from Zoho CRM API

Zoho CRM + Chaser

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Create Customer with Chaser API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Chaser

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Create Customer with Chaser API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Chaser

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Create Customer with Chaser API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Chaser

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Popular Chaser 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 Chaser and Zoho CRM Actions#

Create Customer with the Chaser API

Creates a new customer in Chaser. See the documentation

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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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Create Invoice with the Chaser API

Creates a new invoice in Chaser. 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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Overview of Chaser#

The Chaser API enables users to automate their accounts receivable process efficiently, making it possible to manage and follow up on invoices programmatically. By integrating Chaser with Pipedream, users can automate invoice reminders, synchronize financial data with other business applications, and generate detailed accounts receivable reports. These capabilities help businesses improve their cash flow and minimize the time spent on manual follow-ups.

Connect Chaser#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    chaser: {
      type: "app",
      app: "chaser",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.chaser.$auth.host}/v1/organisations`,
      auth: {
        username: `${this.chaser.$auth.key}`,
        password: `${this.chaser.$auth.secret}`,
      },
    })
  },
})

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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