Law Firm Client Intake CRM
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Emits an event each time a new contact is created or updated in Zoho CRM
Converts a Lead into a Contact or an Account. See the documentation
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.
Lawmatics is a platform tailored for legal firms, providing tools for CRM, marketing automation, and intake management. Its API enables the automation of routine tasks, data syncing across various platforms, and personalized client interactions without manual intervention. With Pipedream's serverless execution model and its capability to connect to hundreds of apps, one can automate workflows like client data synchronization, case status updates, or even trigger custom marketing campaigns based on client interaction. The API’s ability to communicate with Pipedream allows for an efficient and programmable way to handle legal operational processes.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
lawmatics: {
type: "app",
app: "lawmatics",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.lawmatics.com/v1/users`,
headers: {
Authorization: `Bearer ${this.lawmatics.$auth.oauth_access_token}`,
},
})
},
})
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.
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}`,
},
})
},
})