Integrate the Docupilot API with the Zoho CRM API

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

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Popular Ways to Connect Docupilot with Zoho CRM#

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

Zoho CRM + Docupilot

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

Zoho CRM + Docupilot

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

Zoho CRM + Docupilot

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

Zoho CRM + Docupilot

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

Zoho CRM + Docupilot

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Popular Docupilot 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 Docupilot and Zoho CRM Actions#

Create Document with the Docupilot API

Create a document See docs here

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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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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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Overview of Docupilot#

Docupilot offers powerful document automation capabilities, allowing you to create dynamic documents based on templates and data inputs. With the Docupilot API, you can integrate this functionality directly into Pipedream workflows, triggering document generation from a myriad of events and data sources. Think of automating contract creation when a new deal is won in your CRM, or sending personalized letters en masse with the click of a button. The API empowers you to craft, distribute, and manage documents efficiently and programmatically.

Connect Docupilot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docupilot: {
      type: "app",
      app: "docupilot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.docupilot.app/api/v1/templates`,
      headers: {
        "apikey": `${this.docupilot.$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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