Integrate the Kanbanize API with the Zoho CRM API

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

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Popular Ways to Connect Kanbanize with Zoho CRM#

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

Zoho CRM + Kanbanize

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Create New Task with Kanbanize API on New Event (Instant) from Zoho CRM API

Zoho CRM + Kanbanize

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Create New Task with Kanbanize API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Kanbanize

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Create New Task with Kanbanize API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Kanbanize

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Create New Task with Kanbanize API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Kanbanize

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Popular Kanbanize and Zoho CRM Triggers#

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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New or Updated Contact (Instant) from the Zoho CRM API

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

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Popular Kanbanize and Zoho CRM Actions#

Create New Task with the Kanbanize API

Create New Task. See the docs here

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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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Edit Task with the Kanbanize API

Edit Task. See the 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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List Tasks with the Kanbanize API

Get All Tasks. See the docs here

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Overview of Kanbanize#

The Kanbanize API enables the automation of complex project management workflows within Kanban boards. By leveraging the API, you can create, update, and move cards, manage board configurations, and integrate real-time updates with other tools. It's a powerful way to streamline project tracking, automate task assignments, and synchronize data across various project management platforms.

Connect Kanbanize#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    kanbanize: {
      type: "app",
      app: "kanbanize",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.kanbanize.$auth.subdomain}.kanbanize.com/api/v2/users`,
      headers: {
        "apikey": `${this.kanbanize.$auth.api_key}`,
      },
    })
  },
})

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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