Dext
Cloud accounting platform that provides you with real-time data and accurate insights.
Integrate the Dext API with the Zoho CRM API
Setup the Dext API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Dext and Zoho CRM remarkably fast. Free for developers.
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Popular Dext and Zoho CRM Triggers#
Popular Dext and Zoho CRM Actions#
Retrieves a detailed set of information about a particular client. See the documentation
Converts a Lead into a Contact or an Account. See the documentation
Retrieves the rolling annual and monthly-average Activity Stats for a particular client. 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 Dext#
The Dext API allows you to automate the management of expenses, receipts, and invoices within your Dext account. With Pipedream, you can harness this API to create workflows that streamline your finance operations, such as extracting data from receipts, categorizing expenses, and syncing financial documents across various platforms. By connecting Dext with other apps through Pipedream, you can craft efficient, serverless workflows that save time and reduce manual data entry.
Connect Dext#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
dext: {
type: "app",
app: "dext",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.xavier-analytics.com/clients`,
headers: {
Authorization: `Bearer ${this.dext.$auth.api_token}`,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies