Integrate the DocuMerge API with the Zoho CRM API

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

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Popular Ways to Connect DocuMerge with Zoho CRM#

Combine Files with DocuMerge API on New Contact (Instant) from Zoho CRM API

Zoho CRM + DocuMerge

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Combine Files with DocuMerge API on New Event (Instant) from Zoho CRM API

Zoho CRM + DocuMerge

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Combine Files with DocuMerge API on New Lead (Instant) from Zoho CRM API

Zoho CRM + DocuMerge

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Combine Files with DocuMerge API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + DocuMerge

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Combine Files with DocuMerge API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + DocuMerge

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Popular DocuMerge and Zoho CRM Triggers#

New Merged Document (Instant) from the DocuMerge API

Emit new event when a merged document is created in documerge.

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New Merged Route (Instant) from the DocuMerge API

Emit new event when a merged route is created in documerge.

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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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Popular DocuMerge and Zoho CRM Actions#

Combine Files with the DocuMerge API

Merges multiple user-specified files into a single PDF or DOCX. 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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Convert File to PDF with the DocuMerge API

Converts a specified file into a PDF. 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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Get Document Fields with the DocuMerge API

Extracts and returns data from fields in a given document. See the documentation

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Connect DocuMerge#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    documerge: {
      type: "app",
      app: "documerge",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.documerge.ai/api/documents`,
      headers: {
        Authorization: `Bearer ${this.documerge.$auth.api_token}`,
        "Accept": `application/json`,
        "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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