Docsumo
Make fast & accurate decisions from unstructured documents. Document AI software that converts unstructured documents to actionable data.
Integrate the Docsumo API with the Zoho CRM API
Setup the Docsumo API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Docsumo and Zoho CRM remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Docsumo with Zoho CRM#
Popular Docsumo and Zoho CRM Triggers#
Popular Docsumo and Zoho CRM Actions#
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 Docsumo#
The Docsumo API offers robust capabilities for extracting and processing data from various types of documents, like invoices, receipts, and bank statements. It applies intelligent OCR (Optical Character Recognition) to transform unstructured documents into structured data. With Pipedream, you can harness this power to automate workflows, such as digitizing financial records, validating document data, or integrating extracted information into databases or other apps, all with minimal code.
Connect Docsumo#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docsumo: {
type: "app",
app: "docsumo",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.docsumo.com/api/v1/eevee/apikey/limit/`,
headers: {
"X-API-KEY": `${this.docsumo.$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#
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