Integrate the GetAccept API with the Zoho CRM API

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

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Popular Ways to Connect GetAccept with Zoho CRM#

Convert Lead with Zoho CRM API on New Document Signed (Instant) from GetAccept API

GetAccept + Zoho CRM

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Convert Lead with Zoho CRM API on New Document Viewed (Instant) from GetAccept API

GetAccept + Zoho CRM

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Create Contact with GetAccept API on New Contact (Instant) from Zoho CRM API

Zoho CRM + GetAccept

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Create Contact with GetAccept API on New Event (Instant) from Zoho CRM API

Zoho CRM + GetAccept

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Create Contact with GetAccept API on New Lead (Instant) from Zoho CRM API

Zoho CRM + GetAccept

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Popular GetAccept and Zoho CRM Triggers#

New Document Signed (Instant) from the GetAccept API

Emit new event when a document is signed.

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New Document Viewed (Instant) from the GetAccept API

Emit new event when a document is opened.

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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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Popular GetAccept and Zoho CRM Actions#

Create Contact with the GetAccept API

Create a new contact in the database for the current entity See the documentation

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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 Document with the GetAccept API

Create a document to be able to send it to a recipient. 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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Overview of GetAccept#

The GetAccept API offers a suite of capabilities for automating and enhancing document workflow and e-signature processes. Within Pipedream's serverless environment, you can leverage the GetAccept API to create documents, send them for e-signature, track their status, and manage recipients. By integrating GetAccept with other apps on Pipedream, you can build powerful workflows to streamline how your business handles agreements, sales proposals, and contracts.

Connect GetAccept#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    getaccept: {
      type: "app",
      app: "getaccept",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.getaccept.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.getaccept.$auth.oauth_access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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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