Integrate the Docusign API with the Zoho CRM API

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

Popular Ways to Connect Docusign with Zoho CRM#

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

Docusign + Zoho CRM

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

Docusign + Zoho CRM

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Create Draft with Docusign API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Docusign

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Create Draft with Docusign API on New Event (Instant) from Zoho CRM API

Zoho CRM + Docusign

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Create Draft with Docusign API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Docusign

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Popular Docusign and Zoho CRM Triggers#

Envelope Sent or Complete from the Docusign API

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

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New Folder from the Docusign 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 and Zoho CRM Actions#

Create Draft with the Docusign API

Create and send an envelope, or create a draft envelope. See the documentation 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 Signature Request with the Docusign API

Creates a signature request from a template See the docs here

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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 Docusign#

The DocuSign API enables you to integrate electronic signature workflows into your applications, automate the process of sending and receiving documents for signatures, and securely manage related data. Leveraging Pipedream's platform, you can build powerful automations that streamline how contracts and agreements are handled, enhance compliance, and improve overall efficiency.

Connect Docusign#

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