Integrate the DocsGenFlow API with the Zoho CRM API

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

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Popular DocsGenFlow and Zoho CRM Triggers#

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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Popular DocsGenFlow and Zoho CRM Actions#

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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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

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Overview of DocsGenFlow#

The DocsGenFlow API enables the automation of document generation and management. Leveraging this API on Pipedream allows users to create dynamic workflows that connect various apps to generate, update, retrieve, and manage documents based on specific triggers and conditions. This could be particularly useful in scenarios involving contract management, report generation, or automated document distribution where document templates can be dynamically populated with data from other sources.

Connect DocsGenFlow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docsgenflow: {
      type: "app",
      app: "docsgenflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://api.docsgenflow.com/wh/${this.docsgenflow.$auth.template_id}`,
      headers: {
        "Authorization": `Basic ${this.docsgenflow.$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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