Formstack

Workplace Productivity & Automation Tools

Integrate the Formstack API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Form Submission (Instant) from Formstack API
Formstack + Zoho CRM
 
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Create Object with Zoho CRM API on New Form Submission (Instant) from Formstack API
Formstack + Zoho CRM
 
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Download Attachment with Zoho CRM API on New Form Submission (Instant) from Formstack API
Formstack + Zoho CRM
 
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Get Object with Zoho CRM API on New Form Submission (Instant) from Formstack API
Formstack + Zoho CRM
 
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List Fields with Zoho CRM API on New Form Submission (Instant) from Formstack API
Formstack + Zoho CRM
 
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New Form Submission (Instant) from the Formstack API

Emit new event for each new form submission. See docs here

 
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New Form from the Formstack API

Emit new event for each new form added. See docs here

 
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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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Convert Lead with the Zoho CRM API

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

 
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Create Form with the Formstack API

Create a new form in your account. See 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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Create Form Submission with the Formstack API

Create a new submission for the specified form. See docs here

 
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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 Formstack

The Formstack API facilitates the automation of form creation and submission processes, enhancing data collection and integration. With Pipedream's serverless platform, you can trigger workflows on form submissions, manipulate and route form data to various endpoints, and seamlessly connect Formstack with other apps to streamline tasks.

Connect Formstack

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    formstack: {
      type: "app",
      app: "formstack",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.formstack.com/api/v2/form.json`,
      headers: {
        Authorization: `Bearer ${this.formstack.$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}`,
      },
    })
  },
})