DocumentPro
Automate data extraction with AI parsers. Extract Invoices from PDFs and Images to Excel & more using AI.
Integrate the DocumentPro API with the Zoho CRM API
Setup the DocumentPro API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate DocumentPro and Zoho CRM remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect DocumentPro with Zoho CRM#
Popular DocumentPro and Zoho CRM Triggers#
Emit new event when a file request status changes. You can only create one webhook in a parser at a time.
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Popular DocumentPro and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
Uploads a document to DocumentPro's parser. 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.
Connect DocumentPro#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
documentpro: {
type: "app",
app: "documentpro",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.documentpro.ai/v1/templates`,
headers: {
"x-api-key": `${this.documentpro.$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