DocsAutomator

Automate your documents using Google Docs in minutes

Integrate the DocsAutomator API with the Zoho CRM API

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

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Create Document with DocsAutomator API on New Contact (Instant) from Zoho CRM API
Zoho CRM + DocsAutomator
 
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Create Document with DocsAutomator API on New Event (Instant) from Zoho CRM API
Zoho CRM + DocsAutomator
 
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Create Document with DocsAutomator API on New Lead (Instant) from Zoho CRM API
Zoho CRM + DocsAutomator
 
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Create Document with DocsAutomator API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + DocsAutomator
 
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Create Document with DocsAutomator API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + DocsAutomator
 
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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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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

 
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Create Document with the DocsAutomator API

Generate a new document from a pre-existing template. 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 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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Get Object with the Zoho CRM API

Gets record data given its id.

 
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Connect DocsAutomator

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docsautomator: {
      type: "app",
      app: "docsautomator",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.docsautomator.co/automations`,
      headers: {
        Authorization: `Bearer ${this.docsautomator.$auth.api_key}`,
      },
    })
  },
})

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

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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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo