Eversign

Free, Legally Binding Online Signatures

Integrate the Eversign API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Event from Eversign API
Eversign + Zoho CRM
 
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Create Object with Zoho CRM API on New Event from Eversign API
Eversign + Zoho CRM
 
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Download Attachment with Zoho CRM API on New Event from Eversign API
Eversign + Zoho CRM
 
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Get Object with Zoho CRM API on New Event from Eversign API
Eversign + Zoho CRM
 
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List Fields with Zoho CRM API on New Event from Eversign API
Eversign + Zoho CRM
 
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New Event from the Eversign API

Emit new event when a new event occurs in EverSign. To begin receiving events, navigate to your Developer dashboard, and enter the URL of this source/workflow as the Webhook URL. https://eversign.com/api/documentation/webhooks

 
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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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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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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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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

 
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Overview of Eversign

The Eversign API enables you to automate document workflows by electronically signing, sending, and managing documents. With Eversign, you can create legally binding documents, send them out for signature, and track their status. This eliminates manual tasks, reduces errors, and speeds up the document handling process. Pipedream's integration with Eversign lets you trigger workflows based on document events, or perform actions like creating and sending documents automatically, thereby integrating seamless e-signature processes within your digital ecosystem.

Connect Eversign

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

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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}`,
      },
    })
  },
})