Integrate the Docusign Developer API with the Zoho CRM API

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

Popular Ways to Connect Docusign Developer with Zoho CRM#

Convert Lead with Zoho CRM API on Envelope Sent or Complete from Docusign Developer API

Docusign Developer + Zoho CRM

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Convert Lead with Zoho CRM API on New Folder from Docusign Developer API

Docusign Developer + Zoho CRM

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Create Object with Zoho CRM API on Envelope Sent or Complete from Docusign Developer API

Docusign Developer + Zoho CRM

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Create Object with Zoho CRM API on New Folder from Docusign Developer API

Docusign Developer + Zoho CRM

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Create Signature Request with Docusign Developer API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Docusign Developer

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Popular Docusign Developer and Zoho CRM Triggers#

Envelope Sent or Complete from the Docusign Developer API

Emit new event when an envelope status is set to sent or complete

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New Folder from the Docusign Developer API

Emit new event when a new folder is created

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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 Docusign Developer and Zoho CRM Actions#

Create Signature Request with the Docusign Developer API

Creates a signature request from a template 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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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 Docusign Developer#

The DocuSign Developer API enables automation around electronic agreements, signatures, and approval processes. It's a powerful tool for streamlining document workflows, allowing you to create, send, and manage documents programmatically. With Pipedream, you can harness this capability to integrate DocuSign seamlessly with other services, triggering actions based on document status, automating follow-ups, syncing data with CRM systems, and more.

Connect Docusign Developer#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docusign_developer: {
      type: "app",
      app: "docusign_developer",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://account-d.docusign.com/oauth/userinfo`,
      headers: {
        Authorization: `Bearer ${this.docusign_developer.$auth.oauth_access_token}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})