Integrate the Concord API with the Zoho CRM API

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

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Popular Ways to Connect Concord with Zoho CRM#

Convert Lead with Zoho CRM API on New Agreement with Status from Concord API

Concord + Zoho CRM

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Copy Contract with Concord API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Concord

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Copy Contract with Concord API on New Event (Instant) from Zoho CRM API

Zoho CRM + Concord

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Copy Contract with Concord API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Concord

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Copy Contract with Concord API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Concord

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Popular Concord and Zoho CRM Triggers#

New Agreement with Status from the Concord API

Emit new event for new agreements with the specified status(es) See the documentation

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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 Concord and Zoho CRM Actions#

Copy Contract with the Concord API

Create a Contract from another Contract 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 Draft from Template with the Concord API

Create a Draft from a Template 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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Create Template with the Concord API

Create a Template See the documentation

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Overview of Concord#

The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.

Connect Concord#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    concord: {
      type: "app",
      app: "concord",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.concord.$auth.environment}.concordnow.com/api/rest/1/user/me`,
      headers: {
        "X-API-KEY": `${this.concord.$auth.api_key}`,
        "Content-Type": `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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