ExploreTemplatesDocsPricingBlogCommunity
Sign in
Sign up

Formstack Documents

Automate your document generation. Eliminate paperwork and transform data into beautifully designed Formstack documents you can send anywhere.

Explore
/
Apps
/
Formstack Documents
/
Zoho CRM

Integrate the Formstack Documents API with the Zoho CRM API

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

Popular Ways to Connect Formstack Documents with Zoho CRM

Convert Lead with Zoho CRM API on New Document Created from Formstack Documents API
Formstack Documents + Zoho CRM
 
Try it
Create Document with Formstack Documents API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Formstack Documents
 
Try it
Create Document with Formstack Documents API on New Event (Instant) from Zoho CRM API
Zoho CRM + Formstack Documents
 
Try it
Create Document with Formstack Documents API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Formstack Documents
 
Try it
Create Document with Formstack Documents API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Formstack Documents
 
Try it

Popular Formstack Documents and Zoho CRM Triggers

New Document Created from the Formstack Documents API

Emit new event when a new document is created. See documentation

 
Try it
New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

 
Try it
New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
Try it
New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

 
Try it
New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

 
Try it

Popular Formstack Documents and Zoho CRM Actions

Create Document with the Formstack Documents API

Create a new document. See documentation

 
Try it
Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
Try it
Get Document with the Formstack Documents API

Get the details of the specified document. See documentation

 
Try it
Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
Try it
Merge Document with the Formstack Documents API

Initiates a merge process using provided data. See documentation

 
Try it

Overview of Formstack Documents

The Formstack Documents API gives you the power to automate document creation and delivery, making it simple to generate custom PDFs, Word documents, PowerPoint presentations, and more, from your data. By leveraging the API within Pipedream, you can integrate dynamic document generation into your workflows. You might merge data from various sources, populate templates with real-time data, and send documents directly to customers or team members.

Connect Formstack Documents

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    formstack_documents: {
      type: "app",
      app: "formstack_documents",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.webmerge.me/api/documents`,
      auth: {
        username: `${this.formstack_documents.$auth.api_key}`,
        password: `${this.formstack_documents.$auth.api_secret}`,
      },
    })
  },
})

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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}`,
      },
    })
  },
})
Pipedream, Inc. — San Francisco, CA
AboutTwitterDocsCommunityTermsPrivacy