Integrate the eSignatures.io API with the Zoho CRM API

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

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Popular Ways to Connect eSignatures.io with Zoho CRM#

Create Contract with eSignatures.io API on New Contact (Instant) from Zoho CRM API

Zoho CRM + eSignatures.io

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Create Contract with eSignatures.io API on New Event (Instant) from Zoho CRM API

Zoho CRM + eSignatures.io

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Create Contract with eSignatures.io API on New Lead (Instant) from Zoho CRM API

Zoho CRM + eSignatures.io

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Create Contract with eSignatures.io API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + eSignatures.io

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Create Contract with eSignatures.io API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + eSignatures.io

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Popular eSignatures.io 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 eSignatures.io and Zoho CRM Actions#

Create Contract with the eSignatures.io API

Creates a contract and sends the links (via email or SMS) to the signers to collect their signatures. 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 eSignatures.io#

The eSignatures.io API enables automated, legally-binding online contract signing. With this API, you can generate contracts from templates, send them to signees, and track the entire signing process. Leveraging this functionality within Pipedream allows you to create powerful automations that streamline contract management, integrate with CRM systems, trigger actions upon contract completion, and much more, eliminating manual tasks and enhancing productivity.

Connect eSignatures.io#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    esignatures_io: {
      type: "app",
      app: "esignatures_io",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://esignatures.io/api/contracts/contract_id_goes_here`,
      auth: {
        username: `${this.esignatures_io.$auth.api_token}`,
        password: ``,
      },
    })
  },
})

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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