Magnetic

Magnetic Software is a single integrated cloud Project Management, Sales CRM & Accounts platform.

Integrate the Magnetic API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Task Created from Magnetic API
Magnetic + Zoho CRM
 
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Create Contact with Magnetic API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Magnetic
 
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Create Contact with Magnetic API on New Event (Instant) from Zoho CRM API
Zoho CRM + Magnetic
 
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Create Contact with Magnetic API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Magnetic
 
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Create Contact with Magnetic API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Magnetic
 
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New Task Created from the Magnetic API

Emit new event when a new task is created 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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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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Create Contact with the Magnetic API

Create a new contact. See 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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Create Opportunity/Job with the Magnetic API

Create a new opportunity/job. 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 Task with the Magnetic API

Create a new task. See docs here

 
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Overview of Magnetic

Magnetic is a project management and workflow automation platform designed to help agencies stay organized and streamline operations. With the Magnetic API on Pipedream, you can automate routine tasks, sync data across various apps, and create custom workflows to enhance productivity. From task creation and time tracking to financial management and reporting, Pipedream’s serverless execution model lets you connect Magnetic with a plethora of other services without the need for a dedicated server setup.

Connect Magnetic

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    magnetic: {
      type: "app",
      app: "magnetic",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.magnetichq.com/Magnetic/rest/coreAPI/users`,
      params: {
        token: `${this.magnetic.$auth.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}`,
      },
    })
  },
})