Integrate the DocuGenerate API with the Zoho CRM API

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

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Popular DocuGenerate 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 DocuGenerate 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 DocuGenerate#

The DocuGenerate API lets you automate document creation and management tasks within Pipedream workflows. With this API, you can create custom documents, populate them with dynamic data, and perform various actions like retrieving, updating, or deleting documents programmatically. Integrating DocuGenerate with Pipedream enables you to connect your document workflows with hundreds of other apps, simplifying processes like contract generation from CRM data, automating report distribution, or even pushing notifications based on document status changes.

Connect DocuGenerate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docugenerate: {
      type: "app",
      app: "docugenerate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.docugenerate.com/v1/template`,
      headers: {
        "Accept": `application/json`,
        "Authorization": `${this.docugenerate.$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}`,
      },
    })
  },
})

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