Integrate the Clear Books API with the Zoho CRM API

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

Start for free — no credit card required

Watch a demo

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

Popular Ways to Connect Clear Books with Zoho CRM#

Convert Lead with Zoho CRM API on New Customer Created from Clear Books API

Clear Books + Zoho CRM

Try it

Convert Lead with Zoho CRM API on New Purchase Document Created from Clear Books API

Clear Books + Zoho CRM

Try it

Convert Lead with Zoho CRM API on New Transaction Created from Clear Books API

Clear Books + Zoho CRM

Try it

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

Zoho CRM + Clear Books

Try it

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

Zoho CRM + Clear Books

Try it

Popular Clear Books and Zoho CRM Triggers#

New Customer Created from the Clear Books API

Emit new event when a new customer is added to the system.

Try it

New Purchase Document Created from the Clear Books API

Emit new event when a new purchase document is created.

Try it

New Transaction Created from the Clear Books API

Emit new event when a new transaction is created.

Try it

New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

Try it

New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

Try it

Popular Clear Books and Zoho CRM Actions#

Create Customer with the Clear Books API

Creates a new customer in Clear Books. See the documentation

Try it

Convert Lead with the Zoho CRM API

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

Try it

Create Purchase Document with the Clear Books API

Creates a new Purchase Document in Clear Books. See the documentation

Try it

Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

Try it

Create Supplier with the Clear Books API

Creates a new supplier in Clear Books. See the documentation

Try it

Connect Clear Books#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clear_books: {
      type: "app",
      app: "clear_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clearbooks.co.uk/v1/businesses`,
      headers: {
        Authorization: `Bearer ${this.clear_books.$auth.oauth_access_token}`,
        "accept": `application/json`,
      },
    })
  },
})

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}`,
      },
    })
  },
})

Start for free — no credit card required

Watch a demo