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with EspoCRM and Zoho Books?

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Create Contact with EspoCRM API on New Customer from Zoho Books API
Zoho Books + EspoCRM
 
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Create Contact with EspoCRM API on New Expense from Zoho Books API
Zoho Books + EspoCRM
 
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Create Contact with EspoCRM API on New or Updated Invoice from Zoho Books API
Zoho Books + EspoCRM
 
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Create Contact with EspoCRM API on New Sales Order from Zoho Books API
Zoho Books + EspoCRM
 
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Create Customer Payment with Zoho Books API on New Changes (Instant) from EspoCRM API
EspoCRM + Zoho Books
 
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New Changes (Instant) from the EspoCRM API

Emit new event upon the creation, update, deletion, or changes of any field in an entity type. See the documentation

 
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New Customer from the Zoho Books API

Emit new event when a new customer is created.

 
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New Expense from the Zoho Books API

Emit new event when a new expense is created.

 
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New or Updated Invoice from the Zoho Books API

Emit new event when a new invoice is created or an existing invoice is updated.

 
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New Sales Order from the Zoho Books API

Emit new event when a new sales order is created.

 
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Create Contact with the EspoCRM API

Creates a new contact in Espo CRM. See the documentation

 
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Create Customer with the Zoho Books API

Creates a new customer. See the documentation

 
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Create Task with the EspoCRM API

This component creates a new task in Espo CRM. See the documentation

 
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Create Customer Payment with the Zoho Books API

Creates a new payment. See the documentation

 
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List Accounts with the EspoCRM API

Retrieves a list of accounts from Espo CRM. See the documentation

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

Overview of EspoCRM

The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.

Connect EspoCRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    espocrm: {
      type: "app",
      app: "espocrm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.espocrm.$auth.url}/api/v1/CurrencyRate`,
      headers: {
        "X-Api-Key": `${this.espocrm.$auth.api_key}`,
      },
    })
  },
})

Overview of Zoho Books

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Connect Zoho Books

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_books.$auth.api_domain}/books/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      params: {
        organization_id: `${this.zoho_books.$auth.organization_id}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Adyen logo
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