Integrate the KanbanFlow API with the Zoho CRM API

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

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Popular Ways to Connect KanbanFlow with Zoho CRM#

Convert Lead with Zoho CRM API on Task Created from KanbanFlow API

KanbanFlow + Zoho CRM

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Convert Lead with Zoho CRM API on Task Moved from KanbanFlow API

KanbanFlow + Zoho CRM

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Create Object with Zoho CRM API on Task Created from KanbanFlow API

KanbanFlow + Zoho CRM

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Create Object with Zoho CRM API on Task Moved from KanbanFlow API

KanbanFlow + Zoho CRM

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

Zoho CRM + KanbanFlow

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Popular KanbanFlow and Zoho CRM Triggers#

Task Created from the KanbanFlow API

Emit new event when a new task is created

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Task Moved from the KanbanFlow API

Emit new event when a task is moved

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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 KanbanFlow and Zoho CRM Actions#

Create Task with the KanbanFlow API

Create a task (docs available on board settings)

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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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Overview of KanbanFlow#

The KanbanFlow API unlocks the potential for creating customized, automated workflows to enhance productivity and streamline task management. By tapping into this API via Pipedream, developers can craft serverless functions that interact with KanbanFlow boards, tasks, users, and time tracking features. These automations can range from syncing tasks across platforms to triggering notifications based on task updates.

Connect KanbanFlow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    kanbanflow: {
      type: "app",
      app: "kanbanflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://kanbanflow.com/api/v1/users`,
      params: {
        apiToken: `${this.kanbanflow.$auth.api_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#

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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