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with Clientify and Zoho Books?

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Create Contact with Clientify API on New Customer from Zoho Books API
Zoho Books + Clientify
 
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Create Contact with Clientify API on New Expense from Zoho Books API
Zoho Books + Clientify
 
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Create Contact with Clientify API on New or Updated Invoice from Zoho Books API
Zoho Books + Clientify
 
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Create Contact with Clientify API on New Sales Order from Zoho Books API
Zoho Books + Clientify
 
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Create Customer Payment with Zoho Books API on New Contact Created from Clientify API
Clientify + Zoho Books
 
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New Contact Created from the Clientify API

Emit new event when a new contact is created.

 
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New Task Completed from the Clientify API

Emit new event when a task is completed.

 
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New Customer from the Zoho Books API

Emit new event when a new customer is created.

 
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New Expense from the Zoho Books API

Emit new event when a new expense is created.

 
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New or Updated Invoice from the Zoho Books API

Emit new event when a new invoice is created or an existing invoice is updated.

 
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Create Contact with the Clientify API

Create a new contact. See the documentation

 
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Create Customer with the Zoho Books API

Creates a new customer. See the documentation

 
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Create Task with the Clientify API

Add a new task. See the documentation

 
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Create Customer Payment with the Zoho Books API

Creates a new payment. See the documentation

 
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Create Employee with the Zoho Books API

Creates an employee for an expense. See the documentation

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

Overview of Clientify

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Connect Clientify

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientify: {
      type: "app",
      app: "clientify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clientify.net/v1/users/`,
      headers: {
        "Authorization": `Token ${this.clientify.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Overview of Zoho Books

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Connect Zoho Books

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_books.$auth.api_domain}/books/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      params: {
        organization_id: `${this.zoho_books.$auth.organization_id}`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
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Gopuff logo
Gorgias logo
LinkedIn logo
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Warner Bros. logo