Docmosis
Fast, Reliable, Scalable Document Generation. A smart template-based approach to generating custom PDF and Word documents.
Integrate the Docmosis API with the Zoho CRM API
Setup the Docmosis API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Docmosis and Zoho CRM remarkably fast. Free for developers.
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Popular Ways to Connect Docmosis with Zoho CRM#
Popular Docmosis and Zoho CRM Triggers#
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
Emits an event each time a new contact is created or updated in Zoho CRM
Popular Docmosis and Zoho CRM Actions#
Generates a document by merging data with a Docmosis template. See the documentation
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 Docmosis#
The Docmosis API lets you generate custom documents based on templates. You can populate these templates with dynamic content and convert them into various formats such as PDF, Word, and HTML. On Pipedream, leveraging the Docmosis API in your workflows allows automated document generation, making it ideal for reports, contracts, invoices, and more. You can trigger workflows with various events and use data from other apps to fill templates.
Connect Docmosis#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docmosis: {
type: "app",
app: "docmosis",
}
},
async run({steps, $}) {
const data = {
"accessKey": `${this.docmosis.$auth.access_key}`,
}
return await axios($, {
method: "post",
url: `${this.docmosis.$auth.location_base_url}/environment/ready`,
data,
})
},
})
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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