Integrate the Documint API with the Zoho CRM API

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

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Popular Ways to Connect Documint with Zoho CRM#

Create Document with Documint API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Documint

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Create Document with Documint API on New Event (Instant) from Zoho CRM API

Zoho CRM + Documint

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Create Document with Documint API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Documint

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Create Document with Documint API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Documint

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Create Document with Documint API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Documint

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Popular Documint 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 Documint and Zoho CRM Actions#

Create Document with the Documint API

Create a document. 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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List Templates with the Documint API

Retrieves a list of your available Documint templates. 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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Overview of Documint#

The Documint API enables automated document generation with dynamic content, offering a robust solution for creating tailored PDFs or other document types from templates. With this API, you can insert custom data into predefined fields, generate documents on the fly, and streamline the creation of invoices, contracts, reports, and more. Integrating Documint with Pipedream allows for the orchestration of serverless workflows that react to various triggers, like webhooks, emails, or schedule timings, to produce documents as part of a larger automated process.

Connect Documint#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    documint: {
      type: "app",
      app: "documint",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.documint.me/1/templates`,
      headers: {
        "api_key": `${this.documint.$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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