Codat
Codat's business data APIs connect banks and fintechs to all of the financial systems their customers use.
Integrate the Codat API with the Zoho CRM API
Setup the Codat API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Codat and Zoho CRM remarkably fast. Free for developers.
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Popular Ways to Connect Codat with Zoho CRM#
Popular Codat and Zoho CRM Triggers#
Emit new event when a specified event type is produced by Codat. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Popular Codat and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
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.
Overview of Codat#
The Codat API provides a way to seamlessly integrate and automate financial data processes for businesses. With Codat, you can connect to accounting software, extract company financials, and reconcile transactions in real-time. Whether it's for pulling recent invoices, syncing payment information, or consolidating financial reports, Codat's API acts as a bridge between various accounting platforms and your applications, enabling more efficient financial operations and decision-making.
Connect Codat#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
codat: {
type: "app",
app: "codat",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.codat.io/profile`,
headers: {
"Authorization": `${this.codat.$auth.authorization_header}`,
"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}`,
},
})
},
})
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