Integrate the Docnify API with the Zoho CRM API

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

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Popular Ways to Connect Docnify with Zoho CRM#

Add Recipient To Document with Docnify API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Docnify

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Add Recipient To Document with Docnify API on New Event (Instant) from Zoho CRM API

Zoho CRM + Docnify

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Add Recipient To Document with Docnify API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Docnify

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Add Recipient To Document with Docnify API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Docnify

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Add Recipient To Document with Docnify API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Docnify

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Popular Docnify and Zoho CRM Triggers#

New Document Completed from the Docnify API

Emit new event when a document is signed by all recipients.

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New Document Created from the Docnify API

Emit new event when a new document is created.

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New Document Signed from the Docnify API

Emit new event when a document is signed by a recipient

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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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Popular Docnify and Zoho CRM Actions#

Add Recipient To Document with the Docnify API

Add a recipient to an existing Docnify document. [See the documentation](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 Document From Template with the Docnify API

Create a new document in Docnify from a pre-existing 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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Download Attachment with the Zoho CRM API

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.

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Connect Docnify#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docnify: {
      type: "app",
      app: "docnify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.docnify.$auth.url}/api/v1/documents`,
      headers: {
        "Authorization": `${this.docnify.$auth.api_token}`,
      },
      params: {
        page: `1`,
        perPage: `1`,
      },
    })
  },
})

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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